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HCUCF Donor Advised Fund Webinar

Event Info


December 6th, 2019 2:00 PM   through   3:00 PM

Through a Heartland Credit Union Charitable Foundation (HCUCF) Donor Advised Fund, your credit union can enjoy the advantages of a private foundation without the headache of initial set-up costs, ongoing excise taxes, administrative expenses, and continued compliance and reporting requirements.

During this webinar, Andrea Robinson will walk you through how the program is set up, general policies, frequently asked question and the steps of how you can get started! 

Here are just some of the benefits of a donor advised fund: 

  • Ability to name your credit union’s Donor Advised Fund and market your fund to the organizations of your choosing
  • Federal tax deduction up to 30% for gifts of appreciated, long-term securities
  • An opportunity to support your favorite local charities, as well as any other 501(c)(3) charities in the United States
  • No reporting requirements, administrative burdens or expenses + professional staff to assist you

This is a free webinar for HCUA-member credit unions.


December 6th, 2019 2:00 PM   through   3:00 PM