Why this may be the perfect time to set up a charitable foundation

Published by: Jose Ortiz

August 5, 2020 | TruStage

Even if your credit union is a well-established community benefactor, in times of intense turmoil you may feel called upon to stand up and make a new, visible act of leadership and service. This could be a perfect time to create a charitable foundation and to use it as a platform to engage and support your community on behalf of your employees and members. John Pesh, CUNA Mutual Group (CMG) Director of Executive Benefits, outlines the three stages to setting up a foundation with key advantages over simply donating from your operating expenses in this article.

If you have questions about CMG or would like more information, please contact Senior Business Solutions Manager Jose Ortiz.

CONTACT US

E: jortiz@ohiocul.org
T: (614) 336-2894
C: (614) 581-2905

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