Use bottom line surplus to fund future charitable giving

Published 12.8.2021


Some years are better than others - financially speaking. This year, if you are experiencing a surplus to the bottom line on your income statement, or perhaps received a repayment from the corporate credit union stabilization fund, consider investing in your credit union’s future charitable giving.

Donor Advised Funds are charitable savings accounts for your credit union that allow you to deposit funds within Heartland Credit Union Charitable Foundation that can be accumulated for future charitable giving, without having to create your own 501c3 foundation. Donor Advised Funds are also a great tool for launching your social responsibility program and deepening employee engagement through community partnerships.

Please contact Andrea if you’d like to discuss this opportunity before the end of 2021. Put those extra dollars to work for your future community impact instead of paying taxes on earnings. The foundation is here to help!