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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


CU Strategic Planning Hires and Promotes for Growth
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...
CU Strategic Planning
Feb 24, 20211 min read


Partnership with Kasasa Will Help Credit Unions Better Serve the Underbanked
The coronavirus pandemic caused temporary furloughs, many of which have turned permanent, obliterating mom-and-pop shops and other...
CU Strategic Planning
Feb 12, 20213 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


CU Strategic Planning Clients Win Nearly Half of Credit Union CDFI Award Funds
Twenty-five CU Strategic Planning credit unions received nearly $16.7 million dollars in grants to improve their communities from the US...
Vanessa Henry
Sep 29, 20202 min read


Self-Help Takes Advantage of CU Strategic Planning’s HERO Training
HERO is a Community Development-Certified Financial Counseling Program The $9.3 billion Self-Help family of credit unions has contracted...
CU Strategic Planning
Sep 11, 20202 min read


CU Strategic Planning's Letter to Senate Calls for $1B CDFI Supplemental Appropriation
We encourage leadership to include an appropriation of $1 billion for the Department of Treasury’s CDFI Fund in the Coronavirus stimulus bil
Vanessa Henry
Jul 23, 20202 min read


Virtual Town Hall: CUSP to Prep CUs for Potential CDFI Funding
Mark your calendars for Wednesday, March 25th at 2:00 pm EST for a town hall meeting on accessing these resources from CDFI and NCUA
CU Strategic Planning
Mar 24, 20201 min read


A Message from the Owners
Dear credit union volunteers and professionals, As we all adjust to the widespread implications of COVID-19, better known as the...
CU Strategic Planning
Mar 23, 20202 min read


Credit Unions Are Saving Families from COVID's Financial Destruction
Consumers are in shock, looking for help. Credit unions and CDFIs are needed now more than ever before. Learn what they can do for you.
Vanessa Henry
Mar 22, 20201 min read


CDFI Credit Unions Have Implemented Strategies to Meet the Financial Needs of Members
CU STRATEGIC PLANNING RELEASES RESULTS OF CDFI COVID-19 SURVEY CU Strategic Planning, the CDFI thought leader and developer of more than...
CU Strategic Planning
Mar 20, 20202 min read
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