CUES 64: Using Charitable Donation Accounts to Be More Strategic in Your Giving: An Interview With Andy Roquet

CUES Podcast

English - November 06, 2018 16:00 - 14 minutes - 6.79 MB - ★★★★ - 8 ratings
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Previous Episode: CUES 63: Using Data to Create Exceptional Member Experiences: An Interview With Brian Scott

Next Episode: CUES 65: Leading an Engaged and Inclusive Credit Union: An Interview With Kathleen O’Connor

A charitable donation account is a tool some credit unions use to be more strategic with their charitable giving. These accounts can help credit unions have more funds available to donate while also strengthening the credit union’s financial situation. In this episode, CUNA Mutual Group Executive Benefits Specialist Andy Roquet describes two steps to setting up a CDA, best practices for CDA programs, and how and when to talk with your board about these accounts.