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

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In the last three years, the number of credit unions over $1B in assets with Charitable Donation Accounts has more than doubled!

  • In 2020, 51 credit unions $1B+ in assets had a CDA.
  • In 2023, 105 credit unions $1B+ in assets had a CDA.

*As of 9/30/2023. Callahan and Associates Data and Analytics.

Your Focused, Experienced Resource

Benefit from our client-first approach. Let us add value to your charitable donation accounts with our unique expertise in the credit union space.

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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