P.O. Box 2567, Kernersville, NC 27285-2567 • (919) 600-8219 • lwhaley@carolinasfoundation.org
Carolinas Credit Union Foundation

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Newsletter


News & Events
Disaster aid gifts announced for Hurricane Matthew recovery
As communities in the Carolinas continue with Hurricane Matthew reco ...(more)
Enter state-level CUNA Awards program now through June 30.
...(more)
Foundation Releases Spring Newsletter and 2016 Annual Report
Read more here. ...(more)
Carolinas Cup raises nearly $47,000, benefiting children locally
Read more here! ...(more)
Entertainment announced for Awards Gala at Connect 2017
Check out the lineup here! ...(more)
Application window opens for 2017-18 scholarship program
Learn more about Carolina Credit Union Foundation's Scholar Vision F ...(more)
Achievement and Partner Awards recipients announced
See therecipientsand their storieshere. ...(more)
CU industry rallies to support Disaster Relief Fund
Read more here! ...(more)
500+ apply for disaster relief grants, donations urgently needed
Over 500 people applied for disaster relief grants. Donations are ur ...(more)
12th Annual Carolinas Cup highlights
Check out the 12th Annual Carolinas Cup highlights here! ...(more)
P&P Conference Birdhouse Build for Reach
Read more about the event here! ...(more)
Grants available to CU members affected by Hurricane Matthew
Grants available to those affected by Hurricane Matthew. Find out mo ...(more)
Press Releases and News Articles
Click here for a full list of Press Releases and News View our Mar ...(more)


SUPPORT THE FOUNDATION

Investment Opportunities

Investment Opportunities for Credit Unions
 
The Carolinas Credit Union Foundation offers a variety of investment options through its partnership with Vizo Financial. This partnership allows credit unions to choose the best investment option for its asset-liability strategy while sharing a portion of the interest from those investments with the Foundation. Most credit unions are already participating in these investment options, so donating to the Foundation will be extremely easy. If your credit union is looking to support the critical and essential programs sponsored by the Carolinas Credit Union Foundation, you can share a portion of your investment earnings by donating some of your interest earned on an investment specified for the Foundation. Any portion can make a huge difference.
  
The Foundation, through its partnership with Vizo Financial, offers three investment options for your credit union to choose from that best suits your asset-liability strategy.

 
Securities Option:
Allows your credit union to buy a marketable security for the purpose of sharing a portion of the interest earned on the investment with the Foundation. Vizo Financial will ensure your credit union is set up to purchase marketable securities and to safekeep those properly. If your credit union doesn’t have a need to buy an additional security for this purpose, you can also choose to donate a portion of the earnings on a security you currently own and already hold in safekeeping with Vizo Financial.
 

SimpliCD Option: Allows your credit union to buy a CD through the SimpliCD program for the purpose of sharing a portion of the interest earned on the CD with the Foundation. Vizo Financial will ensure your credit union is set up to purchase Certificates of Deposit through the SimpliCD program. Again, your Credit Union can choose to donate a portion of the earnings on a CD you already own in your current SimpliCD portfolio with Vizo Financial.
 
90-Day Floating Rate Account Option: Allows your credit union to simply transfer funds into a 90-day account at Vizo Financial. The account is a short-term account and has a variable rate, providing a nice benefit to both your credit union and the Foundation if interest rates move higher. After the initial 90-day commitment, the funds can stay in this account until your credit union chooses another CCUF investment option.
 
For more information, please contact:
Scott Wood, Portfolio Strategist
336-217-4905
swood@firstcarolina.org




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