Charitable Donation Account

A Charitable Donation Account (CDA) is an easy way to potentially 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. You can donate 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.
CDA investments have increased 58% in the past two years.1

Key features

  • Customized plan design on an open architecture platform with expanded investment options , including non-703 funds
  • Donation flexibility allowing charitable contributions to any 501(c)(3), including the National Credit Union Foundation2
  • Due diligence and compliance support, including National Credit Union Administration (NCUA) regulatory administrative support

CUNA Mutual Group shares your commitment to giving back. Through a CDA, we can help in your efforts to earn more and get the most value from your charitable giving dollars.

Leverage our deep institutional knowledge of employee benefits and credit union financial management.

Want to talk with us about this product?

Already have this product and need help?

Looking for more product information?

1NCUA 5300 call report data 12/31/2020.
2 National Credit Union Foundation

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Cuna Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries, and affiliates. CMFG Life Insurance Company is a subsidiary of the CUNA Mutual Holding Company. Certain insurance products may be offered by CUNA Mutual Insurance Agency. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues.

Securities and advisory services, when presented, are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Certain insurance products may be offered through LPL or its licensed affiliates. Registered representatives of LPL offer products and services as part of the executive benefits plans at CUNA Mutual Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of CMFG Life Insurance Company or CUNA Mutual Group. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.