FOR IMMEDIATE RELEASE

FI SAFE Partners with Acumen Financial Advantage to Expand Charitable Impact in the Credit Union Movement

Sep 25, 2025:  FI SAFE, an initiative of Purple Bridges, a501(c)(3) non-profit organization, empowering credit unions to better serve survivors of domestic violence and human trafficking, announced today a new partnership with Acumen Financial Advantage, a leader in financial strategies for credit unions. Together, the organizations will help credit unions unlock new charitable giving potential while strengthening their own operations.

Through Acumen’s expertise with Charitable Donation Accounts(CDAs)—an NCUA-approved investment vehicle—credit unions can generate significant returns to support community causes. A majority of those earnings must be directed to charitable organizations, creating a powerful opportunity for credit unions to support initiatives like FI SAFE while also reinvesting in the future of their local communities.

“This partnership allows us to connect the financial strength of credit unions with the urgent needs of survivors,” said Jonathan Taylor, Founder, FI SAFE. “With Acumen’s guidance, credit unions can amplify their charitable giving in ways that truly change lives.”

FI SAFE equips credit unions with tools, training, and partnerships to provide survivors with safe financial pathways, while Acumen helps maximize the resources available to fund that work…and beyond. Together,they provide a clear and sustainable framework for credit unions to make lasting community impact.

“At Acumen, our mission is to help credit unions do more with what they already have,” said Judah Musick, VP of Sales and Product at Acumen Financial Advantage. “This partnership with FI SAFE turns financial strength - from balance sheet growth - into community strength— ensuring more members of our communities get the support they need, when they need it most.”

Credit unions interested in learning how they can participate in this effort are encouraged to connect with FI SAFE at https://fisafe.org/contact-us.

About FI SAFE

FI SAFE, an initiative of Purple Bridges, a 501(c)(3)non-profit corporation, partners with credit unions to create survivor-centered pathways out of financial abuse. Through confidential technology,trauma-informed training, and collaborations with domestic violence shelters,FI SAFE equips financial institutions to align safety and empowerment with their cooperative mission.

About Acumen Financial Advantage

Acumen Financial Advantage is the financial performance partner of choice for forward-thinking credit unions, delivering bespoke talent retention, investment, and charitable impact solutions that consistentlyoutperform industry benchmarks. Acumen’s unrivaled expertise in insurance andfinancial solutions means we provide solutions that are not only cost-effectiveand flexible but also uniquely designed to foster long-term growth andleadership in the credit union space. With a deep understanding of NCUA regulationsand an unwavering commitment to client service, we ensure each strategy iscustomized to maximize impact and value. Find out more at https://www.acumenfa.com.

Media Contact

Sarah Snell Cooke

Cooke Consulting Solutions

sarah@cookeconsultingsolutions.com

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