CDFI CERTIFICATION & GRANTS

Our Mission: Unlocking Credit Unions' Potential to Change Lives

We understand credit unions, because we are credit union people: a minority, women, and LGBTQ-owned business with six partners that have worked in credit unions all their lives. We are the credit union movement’s leader in helping credit unions obtain CDFI certification, and win the grants that CDFI designation makes possible.

Our staff work with credit unions large and small to improve their financial performance and impacts in the community. Whether it’s through consulting, strategic planning, or grant writing, we help credit unions achieve missions that make a difference.

Find out how we can help you.

5 days ago
2 min

VyStar Credit Union Earns CDFI Certification With assistance from CU Strategic Planning

CU Strategic Planning recently helped VyStar Credit Union earn its certification as a Community Development Financial Institution....

Dec 30, 2021
1 min

Member Impact Stories: Consolidated Community CU

The member is finally a homeowner thanks to the credit union’s willingness to look at the individual and not let his lack of citizenship...

Dec 16, 2021
2 min

CU Strategic Planning Wins 100% of Secondary Capital and ECIP Plan Proposals

Half a billion dollars goes to CU Strategic Planning clients in one day; more than all historical and outstanding secondary capital...

CDFI CERTIFICATION & GRANTS

Our Mission: Unlocking Credit Unions' Potential to Change Lives

VyStar Credit Union Earns CDFI Certification With assistance from CU Strategic Planning

Member Impact Stories: Consolidated Community CU

CU Strategic Planning Wins 100% of Secondary Capital and ECIP Plan Proposals

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