CUInsight Weekly Minute with Linda Lafortune – December 3, 2021
3 benefits of charitable gifting through a donor-advised fund
by Mark Travis, SWBC PERSONALHUB
The holidays are approaching, and we all know this time of year gets busy fast and flies by. In all the pumpkin-spice and peppermint bustle, you probably don’t have much time to spend reviewing all those charitable requests that come in this time of year—not to mention getting your tax documentation ready for 2022! …(read more)
The case for mobile credit union members
by ANTHONY FATTORE, BILLINGTREE
It should come as no surprise that the credit union industry is always looking to innovate. It makes sense; people in the industry have some stiff competition that is always looking to disrupt the market. But how do you continue to make progress, and which direction should you choose when deciding new technologies to use?.. (read more)
A plan to re-energize and reposition credit unions for future success: Part 1 – The Idea
by ALAN BERGSTROM, AUX
First, I must confess, this idea has been on my mind for several years now. In fact, I have shared it with a couple of the credit unions I have previously worked for, but it was deemed as “too radical.” Imagine that, too radical for credit unions, especially given the origins and history of the credit union movement—what could have been more radical back in 1934 than giving people control over their own financial futures through the formation of financial co-ops following the collapse of the consumer banking industry?… (read more)
