An intergenerational family at a picnic table in front of their home

Protecting What Matters

How can we help families not only build financial stability and assets, but protect and preserve those gains and pass them on to the next generation? 

An image of the cover for the report "Protecting What Matters." It shows a family at a picnic table and includes the full title: Protecting What Matters, The State of Asset Protection and Legacy Planning in Community Development Credit Unions

Explore Our Research

"Protecting What Matters" is a first-of-its-kind landscape analysis examining how community development credit unions are helping low- and moderate-income families protect the financial progress they have worked so hard to achieve.

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Why Asset Protection and Legacy Planning?

Four out of five CDCUs offer asset building products and services to their members but just 18% offer asset protection tools like legacy planning. Inclusiv aims to help CDCUs support their members in building wealth and a legacy they can pass on to future generations.

Join Us to Protect What Matters

Interested in being part of Inclusiv’s Asset Protection and Legacy Planning Initiative? Sign up to receive updates or even get involved in shaping this work.

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