Ways to Give

Promote People Helping People

Your support makes it possible for the Foundation to proudly promote the credit union philosophy of “People Helping People” to obtain financial independence by supporting financial literacy and educational initiatives, small credit union assistance, professional development of credit union staff and volunteers and disaster relief support for credit union communities.

View CrossState Foundation Support for further information.

Donate to the Foundation

Annual Campaign 

The support from our credit unions and partner network in New Jersey and Pennsylvania is the bedrock of the funding for the Foundation. This support is a visible endorsement of our credit unions and others to support the entire network. The campaign kicks off during Financial Literacy Month in April and we hope all credit unions and partners will consider making a donation to show full support of People Helping People in New Jersey and Pennsylvania.

Individual, Credit Union, Company and Vendor Contribution
Donate

WalletPalooza: Gift or ReGift

Drawing Held on November 26

Who hasn’t dreamed of finding a wallet stuffed with goodies and secretly wanted to keep it? Well now you can have a chance to do just that and support the Foundation at the same time! During the fall, the Foundation sells tickets for a chance to win one of two wallets stuffed with cash, gift cards, gift certificates, lottery tickets, and more to splurge on yourself or your loved ones, just in time for the holidays.

You can also help by donating an item for us to include in our two stuffed wallets. Your credit union, chapter, or business will be recognized over a period of six weeks to people in our network across New Jersey and Pennsylvania. WalletPalooza will be linked through the Foundation’s website and regularly promoted through social media, targeted email marketing and CrossState Daily, which has a circulation of almost 3,000.

Donated gift cards or checks (made payable to the CrossState Credit Union Foundation) can also be mailed to:

CrossState Credit Union Foundation  

4309 North Front Street  

Harrisburg, PA 17110 

Kathleen Fey Executive Leadership Golf Tournament

The Kathleen Fey Executive Leadership Program Golf Tournament is an annual event celebrating Kathleen, the love she had for her credit union family, and support the Executive Leadership Program. The proceeds of this event will help fund the six-year investment in the future leaders of the credit union movement in Pennsylvania and New Jersey through the CrossState Foundation.

Annual Convention Opportunities

Foundation Luncheon | Leaders in Financial Literacy Awards 

The Leaders in Financial Literacy Awards recognize and honor credit unions and organizations for excellence in the advancement of financial literacy. Award winners are honored during the CrossState Credit Union Association’s Annual Convention. Each of the five award winners receive a display award, and grant of $2,500 in support of their financial literacy efforts. The awards are available to all credit unions and other nonprofit organizations in Pennsylvania and New Jersey for projects initiated, conducted, or ongoing during the previous calendar year.  

Tickets for the Foundation Luncheon can be purchased when registering for Convention. The luncheon is open to members, guests, sponsors, and exhibitors.

Cost: $100/registrant  |  Date: Monday, May 20, 2023  |  Time: 12:30 p.m. – 1:45p.m.

SPONSORSHIP OPPORTUNITIES 

  • Presenting Sponsor – $5,000 Contribution  
  • Platinum Sponsor – $2,500 Contribution  
  • Gold Sponsor – $1,000 Contribution  
  • Silver Sponsor – $500 Contribution  
  • Bronze Sponsor – $250 Contribution  
  • Patron Contributions – up to $250  

Basket Raffle

During the CrossState Credit Union Association’s annual convention in May, the Foundation holds an annual raffle to support the Foundation. Raffle baskets are donated by credit unions and represent their unique region.  If you would like to donate a basket, please contact Tina Lesko at tlesko@crossstate.org.

This year Alloya Corporate Federal Credit Union will make a special donation if we sell 1,000 raffle tickets. We hope you will purchase raffle tickets at Convention – see you there!

Credit Union and Chapter Participation

We hope that credit unions, staff, members, and chapters will join us in supporting these critical programs for our network. Credit union staff and volunteers are our champions for financial literacy and for educating people about the importance of credit unions in our communities. There are many ways to help raise funds for the Foundation: hold a raffle, auction, bake sale, or jeans day.  Challenge another credit union to a competition to double the fun. Host sporting tournaments such as golf, cornhole, or bowling. Sell raffle tickets at chapter meetings, and so much more. Get creative and have fun while supporting the Foundation. Events that credit unions and chapters can participate in with the Foundation are:

December Cash Calendar: this fundraiser sells calendars for $15 each and each weekday in December, you’ll have a chance to win a cash prize based on your calendar’s number matching the PA Afternoon Daily number. A total of $3,600 in cash prizes are available.

Financial Fitness Day: Financial Fitness Day is dedicated to helping members get their financial health in shape. Participate in Financial Fitness Day and raise funds for the Foundation in support of financial education initiatives and raise awareness of the importance of financial education. To participate, simply hold a Jeans or Casual Day fundraiser for staff at your credit union on Financial Fitness Day (1st Wednesday in April).

CU GiveBack – Employee Contribution Program: this program allows credit union employees and volunteers to donate a set amount each week, month, quarter, or year to advance credit unions and support financial education. Donations are sent by your credit union to the Foundation. The Foundation’s staff will maintain all records on behalf of your credit union.  Please consider offering this giving opportunity to your credit union’s employees.

Tribute Gifts: you can make a gift in honor of or in memory of someone to the CrossState Credit Union Foundation. It can be to recognize credit union leaders, staff, volunteers, and others, Donations are used to help credit unions in need, to provide personal finance education, and to help the credit union movement grow

Community Investment Fund  (CIF) and Charitable Donation Account (CDA)

Through credit unions’ impact investing, the Community Investment Fund (CIF) has generated millions of dollars to fund and support local and national financial literacy, development and scholarship initiatives. Started in 1999, the CIF was designed to leverage the interdependence of the credit union system for the greater good. It provides credit unions the opportunity to donate a portion of the dividends earned on certain investments to the National Credit Union Foundation and state credit union foundations, including the CrossState Credit Union Foundation. When you invest in CIF, your credit union, the Foundation, and the National Credit Union Foundation each receive a portion of CIF earnings.  

A Charitable Donation Account provides expanded investment powers to help fund the charitable giving of credit unions.  A minimum of 51% of the total return of a CDA must be distributed within five years to qualified charities, including the Foundation.  The CDA’s total value cannot exceed 5% of the credit union’s net worth.

CU GiveBack – Employee Contribution Program 

CU GiveBack allows credit union employees and volunteers to donate a set amount each week, month, quarter, or year to advance credit unions and support financial education. Donations are sent by your credit union to the Foundation. The Foundation staff will maintain all records on behalf of your credit union. Please consider offering this giving opportunity to your credit union’s employees.  

Tribute Gifts  

The CrossState Credit Union Foundation established Honor and Memorial Donation Programs to help recognize credit union leaders and others, while supporting the work of the Foundation. Donations are used to help credit unions in need, to provide personal finance education, and to help the credit union movement grow. Honor Donations may be made to the Foundation in the name of the recipient in recognition of a retirement, birthday, holiday, or simply in appreciation of a job well done. The Foundation will send an attractive greeting card to the person being honored. Sample card styles are available on request, and the amount of the donation will not be disclosed to the recipient. Memorial donations are another unique and thoughtful way to remember family and friends, while supporting the work of the Foundation. To recognize your gift, an acknowledgement card identifying you as the donor will be sent to whomever you designate. Samples of the card styles are available and can be personalized upon request. The amount of your gift will not be disclosed to the recipient. For either tribute, if you would like to present the card yourself simply contact the Foundation. 

Individual, Credit Union, Company and Vendor Contribution
Donate

The official registration and financial information of the CrossState Credit Union Foundation may be obtained from the Pennsylvania Department of State by calling toll-free in Pennsylvania 1-800-732-0999.  Registration does not imply endorsement.