Charitable Donation Accounts
Efficient philanthropic strategies for flexible, impactful giving.
Establish Annual Charitable Budget
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.
Emerging Trends
In the last six years, the number of credit unions over $1B in assets with Charitable Donation Accounts has grown nearly 2.5x.
- In 2020, 51 credit unions with $1B+ in assets had a CDA.
- In 2026, 127 credit unions with $1B+ in assets have a CDA.
*2020: Callahan and Associates Data and Analytics. 2026: NCUA Call Report, as of Q1 2026.
Your Focused, Experienced Resource
Get the specialized representation you deserve. Leverage our collective knowledge and resources to enhance your philanthropic reach and financial stability with flexible, effective solutions.
Strategic Investment 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.
- Managed Account Portfolios
- Guaranteed Investment Contract (GIC)
- Fixed and Variable Annuities
- Credit Union Owned Life Insurance (CUOLI)
- Structured Index Products
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