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Credit unions: What if you could strengthen your balance sheet, offset employee benefit costs and fund your charitable giving using a long-term investment strategy instead of your operating income?

With 701.19 guidelines and charitable donation account strategies, your credit union may be able to achieve these goals and more. For more information, read Dannah CEO Kyle Rodgers’ blogs on how these strategies work and how they can help your credit union navigate a changing market.

Curious about who can use these strategies, what costs can be included within these strategies and more? Visit our video library for additional educational resources from our founder and CEO on these strategies. 

We’d love to meet with you and walk you through these opportunities. Fill out the form below or click here to schedule a call with our CEO, Kyle Rodgers, to see how these strategies could benefit your credit union.

Watch this conversation between CEO Kyle Rodgers and founder Richard Rodgers on how 701.19 strategies can help strengthen your credit union’s balance sheet. For more resources on credit union strategies, check out our video library.

Start Strengthening Your Balance Sheet

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