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Resources on Credit Union Taxation

This curated collection of resources provides research on credit union taxation case studies from other market across the world, history on what makes credit unions different, and resources for how credit unions can better leverage their tax-exempt status to benefit members and market their differences.

Filene has done research on the direct financial benefits credit unions provide to consumers and communities, leveraging their tax-advantaged status as not-for-profit cooperatives. Many of the benefits credit unions provide extend well beyond pricing advantages or strictly monetary givebacks. 

Filene has also extensively researched the history of what makes credit unions different, and how credit unions can better leverage and market their differences.

This curated collection provides actionable insights to empower credit union leaders to stay informed and engaged in discussion around credit union taxation issues.


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