Efficient philanthropic strategies for flexible, impactful giving.
Charitable Donation Accounts (CDAs) are investment accounts that grant credit unions a wider array of investment options while supporting their donations to charities.
By utilizing CDAs, credit unions have the opportunity to fund charitable contributions through investment returns rather than through operating income.
In the last three years, the number of credit unions over $1B in assets with Charitable Donation Accounts has more than doubled!
*As of 9/30/2023. Callahan and Associates Data and Analytics.
Get the specialized representation you deserve. Leverage our collective knowledge and resources to enhance your philanthropic reach and financial stability with flexible, effective solutions.
Optimize your charitable donations with diverse, flexible investment portfolios. We use our experience to tailor and manage strategies that match your goals and needs to protect and grow your resources long-term.
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