Charitable Donation Account
A Charitable Donation Account (CDA) is an easy way to give more—and strengthen your bottom line at the same time. With a CDA, you can invest in a variety of expanded investment options otherwise impermissible by the NCUA. With the new investment returns, you’ll donate a minimum of 51% of those earnings to the charity of your choice and retain up to 49% as income for your other credit union initiatives.
Charitable Donation Account investments have increased by nearly 40% over the last two years.*
Benefits for You
- Customized, unbiased plan design, including a variety of expanded investment options (Opens in new window)
- Donation flexibility by allowing for charitable contributions to any 501(c)(3), including the National Credit Union Foundation (Opens in new window)
- Knowledgeable fiduciary and compliance professionals to assist you throughout the life of your plan
CUNA Mutual Group shares your commitment to giving back. Through a CDA, we can help you earn more and get the most value from your charitable giving dollars.
Simply complete this Request Information Form or call your Sales Executive at 800.798.0770 to schedule a no-cost consultation and see how much you could be earning.
CUNA Mutual Group has partnered with CUES as an industry expert for Executive Benefits, Pre-Funding and Retirement Solutions.