Time: On-Demand

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Are you looking for innovative ways to amplify your CU's charitable efforts and leave a lasting impact on your community? Making substantial charitable contributions without sacrificing your operating income can be a daunting task. That's where Charitable Donation Accounts (CDAs) come in. By leveraging investment earnings, you can make a real impact on the causes that matter most, while still potentially enjoying higher investment returns for your credit union.

Join this webcast to gain invaluable insights into how CDAs can help your CU significantly increase your charitable footprint throughout the communities you serve, without denting your operating income. Discover the charitable opportunity where everyone wins – your credit union, your charities, and your communities.

You will learn: 

• The potential of CDAs and how they can amplify your community impact.
• Step-by-step guidance on establishing a CDA, ensuring a seamless and efficient implementation process.
• The benefits that CDAs bring to both your credit union and the communities you serve.
• Expert insights into optimizing investment allocations within your CDA for maximum returns.
• How to reduce or eliminate income statement volatility by utilizing individual securities versus ETFs (exchange traded funds).

Speakers:

Matthew Butler, ChFC| Founder and Managing Principal | Elite Capital Management Group Matthew is the founder of Elite Capital Management Group, one of the largest providers of non-insurance based §701.19C investment programs in the United States. From humble beginnings working as a stock broker with Shearson Lehman Brothers in the early 90s, to his current role as Managing Principal of Elite, Matthew's career in finance has now spanned across three decades. Matthew has worked exclusively with credit unions since 2002 and established Elite Capital in 2007 to offer credit unions institutional money management combined with automated portfolio accounting and reporting services. Elite Capital is a hyper-specialized money manager who pioneered the concept of Employee Benefits Pre-Funding in the credit union space, and draws upon that same expertise to manage charitable donation accounts as well as 457(f) deferred compensation arrangements.

Register Now

Can't attend? Register here for an on-demand recording after the webcast.