This guide will help you decide whether to set up a charitable foundation and describe the steps to take if you wish to go forward.
Credit unions have a rich history of supporting their membership and bettering their communities. For this reason, many credit unions have taken the step of setting up a foundation to further their ability to support their charitable endeavors. For those credit unions that haven’t taken that step, here is a whitepaper to help in the determination of whether to do so. And, if so, here are some steps to follow.