Archive Links

Consumer Archive
CU System Archive
Market Archive
Products Archive
Washington Archive
150x172_CUEffect.jpg
Contacts
LISA MCCUEVICE PRESIDENT OF COMMUNICATIONS
EDITOR-IN-CHIEF
MICHELLE WILLITSManaging Editor
RON JOOSSASSISTANT EDITOR
ALEX MCVEIGHSTAFF NEWSWRITER
TOM SAKASHSTAFF NEWSWRITER

News Now

Products
Charitable Lead Trust webinar set for Dec. 19
MADISON, Wis. (12/7/11)--Members Trust Co. is offering a free webinar "National Credit Union Foundation (NCUF) Charitable Lead Trust--A Charitable Investment to Match Your Charitable Intent," at 3:30 p.m. CT  Dec. 19.

Webinar participants can learn about NCUF's new Charitable Lead Trust Community Investment Fund (CIF) option from Tom Walker, president/CEO, and Jason Ritzenthaler, CFA, CTFA, vice president, trust and investments, of Members Trust Co.

With the new Charitable Lead Trust option, NCUF will receive annual payments calculated as a percentage of the market value of the assets held in the trust for three- to five years.

Unless donor credit union elects to renew the trust at the end of this payout period, the remaining assets in the trust will be returned to the credit union.

Members Trust Co. FSB is a special purpose savings bank chartered by the Office of Thrift Supervision and owned and managed by credit unions. The company was initially formed in 1987 by Suncoast Schools FCU and has more than $900 million in assets under management.


RSS





print
News Now LiveWire
#NewHampshire CUs briefed on IOLTAs http://t.co/HPnAkzLrTp
1 hour ago
App puts #CUNAGAC in palms of attendees' hands #NewsNow http://t.co/piabPHIGb5
17 hours ago
App puts #cunagac in palms of #creditunion attendees' hands http://t.co/2XZC3LWw6Z
18 hours ago
Breaking at #NewsNow: @CUNA files amicus brief in Florida interchange case. http://t.co/gWSBjCtSD7
19 hours ago
What is the @NCUFoundation ? Watch this Foundation video: http://t.co/iC6XoInU7r
21 hours ago