It happens every year: each Community Development Financial Institution must complete and submit an Annual Certification Report (ACR) to...

The HERO Community Development Certified Financial Counseling program, developed and administered by CU Strategic Planning, has been...

CU Strategic Planning specializes in writing winning grants applications for The U.S. Treasury's CDFI Financial Assistance Awards, but...

I started my Diversity, Equity and Inclusion advocacy journey in high school, and I’ve carried that into my work in and with credit...

Excite Credit Union CEO Brian Dorcy says he is “Excited” about achieving Community Development Financial Institution certification. The...

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.

TransUnion (NYSE: TRU) and CU Strategic Planning announced today a partnership to help credit unions apply for Treasury Department...

JetStream Federal Credit Union wanted to reach out to more of its low-income members with products and services that fit their needs.

CDFI Certification is the US Department of the Treasury’s recognition of specialized financial institutions serving low-income communities.

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.

The US Treasury CDFI Fund recently provided $1.25 billion in grants through its Rapid Response Program in response to the economic impact...

June 23, 2020 The Honorable Mike Quigley, Chairman The Honorable Steve Womack, Chairman House Committee on Appropriations House...

Fully 10% of $1.25 Billion from Rapid Response Program & 29% of CU Awards Credit Union Strategic Planning, the credit union movement’s...

Up to 20 new hires this year! For more than a decade, credit unions have discovered the full suite of services CU Strategic Planning has...

The coronavirus pandemic caused temporary furloughs, many of which have turned permanent, obliterating mom-and-pop shops and other...

The recently enacted Coronavirus Response and Relief Supplemental Appropriations Act of 2021 (H.R. 133) contained $12 billion for CDFIs...

Ascension Credit Union’s Staff Trained as HEROs Save Two Members $30,000

CU Strategic Planning submitted a comment letter to the CDFI Fund about proposed certification changes.