Newcleus CU Advisors Approach to Financial Cooperative Support

Featured Guest - John Moreno, Newcleus Credit Union Advisors

John Moreno, Managing Partner at Newcleus Credit Union Advisors, joins the Insider Forum to discuss their specialization in deferred compensation, compensation consultation, and charitable donation accounts for credit unions. Moreno explains how CDAs allow credit unions to use investment vehicles to contribute to 501(c)(3) organizations, estimating that credit unions could be forgoing millions annually in charitable donations. He also emphasizes aligning charitable goals with the credit union's mission and marketing strategy, showcasing their distinct approach to financial cooperative support.