Say Hello to the CDA With More TLC
Our experience in responsible charitable investments inspired NCUA’s final CDA rule, and we now manage $200mm in Charitable Donation Accounts. And because of our credit union ownership, we are able to offer you more service than the competition for less.
Jonnathan De Jesus Luna, CFA, CIPM®
VP, Head of Portfolio Management
P: 813.386.8703 //// F: 813.631.9898
E: Jonnathan.dejesus@memberstrust.com
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*The National Council of Firefighters Credit Unions, Inc. (NCOFCU) is a non-profit, 501(c) (3) charitable organization. Donors may deduct contributions as provided in IRC 170(c) (3) of the U.S. Tax Code. Employer Identification Number 27-2387106
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