Community Investment Fund Breakfast  
 
Community Investment Fund Breakfast

This event has been cancelled due to low registration.

Do You Believe in Financial Freedom?

The National Credit Union Foundation (NCUF) and Cornerstone Credit Union Foundation (CSCUF) believes that all consumers should have the education, tools and resources needed to achieve financial freedom. And, through Foundation programs and grants, those beliefs can become reality with your support.

Now you can easily support NCUF & CSCUF efforts to improve people's financial lives: A new NCUA regulation allows the establishment of Charitable Donation Accounts (CDAs). These accounts let you make a big difference in an easy way. Here's how:

  • NCUF & CSCUF will receive payments calculated as a percentage of the total return of the investment
  • Expanded investment powers include additional asset classes like equities and corporate bonds
  • One year return: 6.13%
  • Three year annualized return: 5.71%
  • Five year annualized return: 6.84%

A win/win investment hybrid!

Breakfast Agenda

  • New: Expanded Investment Powers to Fund NCUF & CSCUF
  • New: Derivative Authority to Manage Interest Rate Risk
  • Alternative to COLI: Employee Benefit Funding Trust to Recover the Cost of Employee Benefits

Date & Location

Date: April 16, 2014

Time:
8:00 a.m. - 8:30 a.m.   Breakfast
8:30 a.m. - 9:45 a.m.   Program

Cornerstone Credit Union League
4455 LBJ Freeway, 10th floor boardroom
Farmers Branch, TX 75244

Presenters

Danielle Brown, Director of Development & Donor Relations
National Credit Union Foundation

Courtney Moran, Executive Director
Cornerstone Credit Union Foundation

Jason Ritzenthaler, CFA, VP, Co Chief Investment Officer
MEMBERS Trust Company

Bruce Young, Director
Provident Risk Management