Strategic Philanthropy: How Credit Unions Can Benefit from Charitable Donation Accounts
Date: Thursday, November 14, 2024 | Time: 11:00 AM (EST)
In this webinar, you'll discover how CDAs can enhance community impact and financial performance. Learn from industry experts about legal frameworks, successful case studies, and innovative strategies to leverage philanthropy as a competitive differentiator.
What we'll discuss:
- Uncover the ROI of giving back: How Charitable Donation Accounts (CDAs) can enhance your credit union’s community impact and financial performance.
- Hear from industry experts about the legal and regulatory frameworks guiding CDAs for credit unions.
- Discover ways to leverage CDAs for brand enhancement and deepen member engagement.
- Gain insights into successful case studies where CDAs have empowered credit unions to support their communities while generating revenue.
- Learn how credit unions can use philanthropy as a strategic differentiator in a competitive market.
About the Speaker
Matthew Butler, Founder of Elite Capital Management Group
Matthew Butler is the founder and managing principal of Elite Capital Management Group. He has dedicated over three decades of his career to finance, with a focus on working exclusively with credit unions. Butler established Elite Capital in March 2007 to fill a significant gap for credit unions - access to institutional money management free from the constraints of insurance-based products and retail investment expenses. Matthew believes the importance of providing these services to credit unions is greater than ever before, which continues to drive his passion and entrepreneurial spirit.
About Elite Capital Management Group:
We Pioneered The Concept Of Employee Benefits Pre-Funding In The Credit Union Space More Than A Decade And A Half Ago.
Originating from the idea that credit unions lacked access to institutional investments, and that insurance policies written for banks were a poor solution for credit unions, we launched the Elite Yield Enhancement Pre-Funding Program® in 2007 and have grown to be one of the largest providers of non-insurance based §701.19C investment programs in the United States.