This Means Better than Better FOR YOUR INTEREST A Publication for the Owners of Notre Dame FCU | SPRING 2024
2| Page Dear Members, As we enter the vibrant season of spring, I find myself reflecting on the remarkable community we’ve built together here at Notre Dame Federal Credit Union. It’s a joy to witness the growth and evolution of our credit union, fueled by the unwavering support and dedication of each and every one of you. Our Financial Ecosystem now includes banking, mortgage, insurance, investment, and trust services. As we continue to grow and expand our mission’s reach to put People over Profit, I want to encourage each of you to remember nothing changes if nothing changes. If you are finding yourself in a challenging financial situation, PLEASE call us! We only exist to help you meet your financial goals and sometimes that means repairing a bad circumstance. If you do find yourself in one of these temporary situations, allowing us to help could bring relief faster than you think and allow you to finally start getting a good night’s sleep! We’re dedicated to protecting your financial well-being, which is why we’re pleased to offer resources and tips on fraud prevention in this issue. Your security is our top priority, and we’re here to support you every step of the way. There seems to be more and more bad players out there every day so please take advantage of these tools to make things a little bit safer. I’m also happy to share a significant facet of our credit union that truly sets us apart from the rest. When you bank with Notre Dame Federal Credit Union, you become not just a customer, but a Member/Owner. This means we strive to align our priorities with your priorities. Giving profits back to you and the communities in which you live is not something we do when we decide we have “extra profit”. Rather, it is a driving mandate to share as much as possible, to benefit as many people as possible, in as many communities as possible. That’s why, in both 2022 and 2023, we donated 17% of our profits back into our membership via giveback programs, scholarships and donations to non-profit organizations that help so many of our communities thrive. This spirit of shared abundance and community support is a core part of who we are and a huge differentiator in the financial world. It’s another way we demonstrate our dedication to putting people over profit, living up to the values that guide our every decision. Thank you for being a valued member of Notre Dame Federal Credit Union. Here’s to making more meaningful investments in our future and the world around us. Sincerely, Thomas J. Gryp ‘79 | President/CEO Tom’s Corner
3| Page Welcome to the team! Laurie Haverty has been appointed as the Regional Director for the Diocese of Lansing. Laurie brings 17 years of experience to the team, with a background in both business and church management. In a move designed to support and enhance the financial operations of faith-based organizations, we have partnered with the Diocese of Lansing, providing them with innovative banking solutions specifically designed to meet the needs of their diocese. Haverty’s commitment to community and her unwavering dedication will help transform the way they manage their finances. Laurie Haverty 574-400-4623 [email protected] News NotreDameFCU.com/JOIN JOIN TODAY + GET Notre Dame Federal Credit Union announces Eric Gerhold as the new Chief Financial Officer. Bringing over 38 years of extensive finance and leadership experience, Gerhold, a graduate of the Indiana University Kelley School of Business and a lifelong Michiana resident, is known for his strategic contributions to the financial sector. Eric proudly gives back to our community through organizations like the Michigan City Zoological Society, Junior Achievement, and Big Brothers Big Sisters. In his role at Notre Dame FCU, he will manage financial operations across all brands, injecting his passion for finance and community into furthering the institution's success. Eric Gerhold 574-400-4608 [email protected] Certain Restrictions Apply. Insured by NCUA. INDIANA DOWNPAYMENT ASSISTANCE PROGRAM Get up to 6% down on your next mortgage! Call us to learn more: 844-ND-HOME1 $200 Ben Fredlake named Senior Portfolio Manager at Mission Management and Trust Co. With over a decade of experience in the financial services industry, Fredlake brings a wealth of expertise and a proven track record of success to his new position. Most recently, he served as the Director of Planning, where he led fiduciary planning for over 100 client relationships and played a key role in the company’s significant growth. “I am eager to join the Mission Trust team and contribute to its mission of providing exceptional financial services to clients. I look forward to leveraging my experience and expertise to help clients achieve their financial goals.” Ben Fredlake 520-577-5011 [email protected]
4| Page Empowering our community with In today’s complex financial landscape, finding creative and impactful ways to support nonprofit organizations is more important than ever. That’s where Notre Dame FCU’s ELEVATE program comes into play, combining financial wellbeing with selfless goals. Rooted in the commitment to empower and uplift, ELEVATE turns everyday banking into an opportunity for generosity, directly benefiting the nonprofit organizations close to your heart. That’s why we’re proud to share we gave back a total of $267,500 to local parishes and schools. To see how your NonProfit can benefit, visit: NotreDameFCU.com/ELEVATE. Notre Dame FCU gives back $267,500 This year we’ve given back to local Parishes! ULTIMATE NONPROFIT CHECKING Learn More at: NotreDameFCU.com/Nonprofit Earn up to 5.00% APY† 4| Page
5| Page news With 14 years of banking experience under her belt, Monica Nevarez steps into the role of Branch Manager at the Lake County Branch in Whiting, IN for Notre Dame Federal Credit Union. Her extensive background in banking, paired with her certification as a Credit Union Financial Counselor, positions her well to lead branch operations, mentor team members, and boost community involvement. Nevarez’s dedication to financial education and community service shines brightly as she returns to Lake County. Monica Nevarez | 219-296-6014 | [email protected] Smart practices to keep your data untouchable. IMPROVE YOUR CYBER DEFENSE Notre Dame FCU’s Mission Insurance Solutions Acquires Scottsdale-Based Insurance Agency On April 4th Mission insurance Solutions completed the purchase of Scottsdale-based Arizona Insurance Specialists. “This strategic move not only expands our reach but also solidifies our commitment to delivering top-notch insurance solutions to all our clients. We are dedicated to upholding the legacy of trust and service excellence that both Mission Insurance Solutions and Arizona Insurance Specialists are known for, and we are excited about the opportunities this collaboration brings for our valued clients.” Greg Latcham, President of Mission Insurance Solutions. I N S U RANC E SOL U T I O N S Unlock superior coverage. I N S U RANC E SOL U T I O N S YourMissionInsurance.com 1. Beware of Caller ID Spoofing Be cautious, even if the incoming call appears to be from a known number. Never share sensitive information over the phone without verification. REMINDER: Notre Dame FCU will never call asking for your personal information. 2. Fishy Email? Be skeptical of emails that appear to be from legitimate companies but aim to steal personal information. Verify the source before engaging. 3. Too-Good-To-Be-True Sales Always double-check the legitimacy of overly attractive deals on social media or online stores before making any purchase. 4. Don’t Crumble Under Pressure Take your time to verify any caller claiming an offer is too good to pass. If unsure, hanging up is the best option. 5. Robust Security Measures Utilize strong and unique passwords for different accounts and consider using multifactor authentication for an added layer of security. 5| Page
6| Page 800-522-6611 | NotreDameFCU.com NMLS# 405299 Mark Your Calendars! Notre Dame FCU will be closed on the following dates: 2024 COMMUNITY IMPACT TOTAL: $312,897 Community SCrapbook Diverse Unity Fair | South Bend, IN Paint the Town Pink | whiting, IN expo brazil | Osceola, FL Juneteenth Wednesday, June 19 Independence Day Thursday, July 4 Labor Day Monday, September 2 Columbus Day Monday, October 14 Veterans Day Monday, November 11 Thanksgiving Thursday, November 28 Day After Thanksgiving Friday, November 29 Christmas Eve close at 1pm Tuesday, December 24 Christmas Day Wednesday, December 25 New Years Eve close at 1pm Tuesday, December 31 $312,897 Start Saving at NotreDameFCU.com/Certificate CHOOSE YOUR OWN CERTIFICATE 7,18 , 24 MONTH 5.25% APY* EMBARK ON THE JOURNEY UP TO *APY is Annual Percentage Yield. Rate subject to change. Insured by NCUA.