top of page


Member Impact Stories: Financial Partners
The work we do with credit unions allows them to make real differences in the lives of their members and communities. This could be...
CU Strategic Planning
Dec 1, 20212 min read


Member Impact Stories: Carolina Foothills FCU
The work we do with credit unions allows them to make real differences in the lives of their members and communities. This could be...
CU Strategic Planning
Nov 29, 20212 min read


Arapahoe Credit Union CDFI Certification Approved
CU Strategic Planning leads industry, maintains 100% approval record Arapahoe CU received its Community Development Financial Institution...
CU Strategic Planning
Nov 5, 20211 min read


Comments on the NCUA's Proposed Regulation on Subordinated Debt
A letter to the NCUA on its proposed regulation on subordinated debt.
CU Strategic Planning
Oct 29, 20214 min read


NCUA’s MDI Mentoring Grant and the CDFI Minority Lending Program Grant: What’s the Difference?
On Oct. 12, the NCUA announced it has opened the doors for credit unions with both a low-income and minority depository institution...
CU Strategic Planning
Oct 14, 20213 min read


The High-Risk Case Against Free
It happens every year: each Community Development Financial Institution must complete and submit an Annual Certification Report (ACR) to...
CU Strategic Planning
Oct 5, 20213 min read


HERO Financial Counseling Training Program Helps CDFIs Serve Those Most in Need
The HERO Community Development Certified Financial Counseling program, developed and administered by CU Strategic Planning, has been...
CU Strategic Planning
Oct 1, 20212 min read


FLAG Credit Union Earns $125,000 CDFI Technical Assistance Award
CU Strategic Planning specializes in writing winning grants applications for The U.S. Treasury's CDFI Financial Assistance Awards, but...
CU Strategic Planning
Sep 17, 20212 min read


Excite CU Poised to Expand Lending to Consumers and Small Businesses in Low Income Communities
Excite Credit Union CEO Brian Dorcy says he is “Excited” about achieving Community Development Financial Institution certification. The...
CU Strategic Planning
Sep 13, 20212 min read


Member Impact Stories: Express and Orange County's Credit Union
Orange County’s Credit Union sees a person, not a credit score, and Express Credit Union helps a member get out of debt and build income.
CU Strategic Planning
Aug 23, 20213 min read


New Partnership with TransUnion Will Help Credit Unions Secure CDFI Grants
TransUnion (NYSE: TRU) and CU Strategic Planning announced today a partnership to help credit unions apply for Treasury Department...
CU Strategic Planning
Aug 9, 20211 min read


Case Study: JetStream FCU Leverages $3.3M in CDFI Grants to Make $38M+ in Loans
JetStream Federal Credit Union wanted to reach out to more of its low-income members with products and services that fit their needs.
CU Strategic Planning
Aug 3, 20212 min read


How to Become a Certified CDFI
CDFI Certification is the US Department of the Treasury’s recognition of specialized financial institutions serving low-income communities.
Jamie Strayer
Aug 2, 20213 min read


Member Impact Stories: American 1, MERCO, and SkyPoint
American 1 helps a member keep his loans safe, MERCO works with a member to keep her car, and SkyPoint aids a member during a COVID crisis.
CU Strategic Planning
Jul 19, 20212 min read


Maximize Community Impact and Financial Inclusion with Upcoming Emergency Grants
The US Treasury CDFI Fund recently provided $1.25 billion in grants through its Rapid Response Program in response to the economic impact...
CU Strategic Planning
Jun 28, 20212 min read


Letter to the House Committee on Appropriations
June 23, 2020 The Honorable Mike Quigley, Chairman The Honorable Steve Womack, Chairman House Committee on Appropriations House...
CU Strategic Planning
Jun 24, 20212 min read


CU Strategic Planning Wins $115 Million for CDFI Credit Unions
Fully 10% of $1.25 Billion from Rapid Response Program & 29% of CU Awards Credit Union Strategic Planning, the credit union movement’s...
CU Strategic Planning
Jun 15, 20212 min read


Emergency Capital Investment Program (ECIP) Overview
The recently enacted Coronavirus Response and Relief Supplemental Appropriations Act of 2021 (H.R. 133) contained $12 billion for CDFIs...
CU Strategic Planning
Jan 22, 20214 min read


Member Impact Stories: Ascension
Ascension Credit Union’s Staff Trained as HEROs Save Two Members $30,000
CU Strategic Planning
Jan 1, 20212 min read


CDFI Certification Public Comment
CU Strategic Planning submitted a comment letter to the CDFI Fund about proposed certification changes.
Vanessa Henry
Oct 2, 202018 min read
bottom of page