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CU System
Filene launches Legacy Gifts Fund for research
MADISON, Wis. (9/17/08)--The Filene Research Institute has unveiled a Legacy Gifts Fund to support the long-term research and innovation activities of the credit union community. The fund offers a number of methods for participation:
* Memorials and honorariums: Gifts made in memoriam or in honor of an individual’s career or service; * Gifts through a donor’s will: Testamentary gifts allow a donor to bequest through an estate; * Retirement funds, life insurance, and financial accounts: Naming the Filene Research Institute as a beneficiary to confer gifts outside a will; and * Cash donations: The simplest way to support the institute and fund ongoing programs.
“For two decades, Filene has been a powerful force for the continued development of the cooperative credit union idea,” said Filene Board Chair Patsy Van Ouwerkerk, president/CEO, Travis CU, Vacaville, Calif. “Gifts to the Legacy Gift Fund will help to maintain projects that impact the very future of credit unions, as well as the evolution of new ideas to help us serve our members better.” “Filene research into market and operational issues helps Congress and state legislatures understand the needs of credit union members and the impact of public policies on credit unions,” said Mark Meyer, Filene CEO. “Research also helps credit unions to develop new and better consumer financial services,” he added. “Filene findings assist in adapting to rapidly changing economic, legal and social conditions. The Legacy Gift Fund will secure the future of these important contributions to the movement.” For more information on the fund, contact Lois Belekevich, director of membership, at 608-231-8552 or e-mail to loisb@filene.org.
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