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

Published by: Jose Ortiz

August 5, 2020 | CUNA Mutual Group

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

Other Movement News

Government Affairs

A PZC update is a “win, win”

Updating your Project Zip Code (PZC) numbers for events such as Hike the Hill, virtual legislative meetings, and roundtables gives the League vital information when meeting with political leadership. This […]
Regulatory

“Eggs & Regs” bringing credit union leaders together

As the old saying goes, “the best way to a credit union leader’s heart is through their stomach.” Thus, while you look for ways to improve and expand the services, […]
Member Benefits

In-person BSA training coming soon to regional locations

Go ahead. Cross Bank Secrecy Act (BSA) training requirements off your 2022 to-do list. We are collaborating with industry experts at ViClarity to provide two regional in-person trainings coming this […]