4100 Mendenhall Oaks Parkway, Suite 130, High Point, NC 27265 • (919) 600-8219 • lwhaley@carolinasfoundation.org
Carolinas Credit Union Foundation



News & Events
Foundation releases Spring Newsletter
Click for details on exciting upcoming events and volunteer opportun ...(more)
Online portal now open for 2018 state-level CUNA Awards entries
The online portal is now openfor the 2018 state-level CUNA awards co ...(more)
Foundation's sold-out gala honors champions in the Carolinas
More than 150 credit union supporters gathered at the Carolinas Cred ...(more)
Carolinas Foundation: CUs rally to aid in hurricane relief efforts, raising $436K
Since the devastation of last months hurricanes, credit unions, empl ...(more)
Carolinas Cup raises over $52,000 for Foundation's Reach Program, disabled veterans
Representatives from North and South Carolina credit unions teed off ...(more)
LGFCU donates $100K and Carolina credit unions surpass a half million in disaster aid
The credit unions of the Carolinas once again come together to meet ...(more)
Carolinas Foundation joins in efforts to aid Puerto Rico, Caribbean islands
Catastrophic damage. These are the wordsCaribbean Confederation of ...(more)
Carolinas Foundation announces 2017 state-level CUNA award winners
Each year the Awards Committee of the Carolinas Credit Union Foundat ...(more)
Disaster Relief Aid updates on Harvey and Irma
The National Credit Union Foundation has announced that it had surpa ...(more)
Carolinas Foundation notes summer successes, shares upcoming Reach events
The Carolinas Credit Union Foundation has posted its latest quarterl ...(more)
Carolinas Foundation announces matching donation campaign for #HurricaneHarvey relief
As citizens in Houston and nearby cities face unprecedented flooding ...(more)
Board welcomes Ciuffo, Whitehurst, Brehmer and DeDonato
The Carolinas Credit Union Foundation has filled three open seats on ...(more)
Foundation fundraisers surrounding Annual Meeting prove successful.
Thanks to the generosity of credit unions and business partners, the ...(more)
Enter state-level CUNA Awards program now through June 30.
Foundation Releases Spring Newsletter and 2016 Annual Report
Read more here. ...(more)
Disaster aid gifts announced for Hurricane Matthew recovery
As communities in the Carolinas continue with Hurricane Matthew reco ...(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)
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)


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

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