CUES Podcast
Welcome to the CUES Podcast! Credit Union Executives Society supports this interview-format show that features credit union industry leaders and cross-industry experts discussing their perspectives on credit union topics and trends relevant to you. We explore topics like leadership, strategy, organizational culture, member experience, marketing, mentoring, innovation, governance, cybersecurity and more. Check out our rich content website at www.cumanagement.com. In addition to this podcast directory, you can connect listen to the show at www.cumanagement.com/podcasts. Not a CUES member? Learn more and sign up at https://www.cues.org/membership.
CUES Podcast
CUES 64: Using Charitable Donation Accounts to Be More Strategic in Your Giving: An Interview With Andy Roquet
A charitable donation account is a tool some credit unions use to be more strategic with their charitable giving. These accounts can help credit unions have more funds available to donate while also strengthening the credit union’s financial situation. In this episode, CUNA Mutual Group Executive Benefits Specialist Andy Roquet describes two steps to setting up a CDA, best practices for CDA programs, and how and when to talk with your board about these accounts.