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Community Development Financial Institutions

#1 Credit Union CDFI Grant Writers

With a Winning Track Record:

  • $800 Million total in awards to CDFIs

  • Awards won for 136 credit unions that lend in all 50 states and D.C.

  • 334 award-winning applications 

  • Our grants avg. $89,312 more than other CU CDFI FA awards (2022 Base FA)


Ready to Learn More?

If you'd like to learn more about our CDFI Certification and Grant Writing services, drop us a line and we'll get in touch.

Learn More About How We Can Help You

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CDFI 2023

This comprehensive webinar covers critical information that CDFI credit unions will need to know in 2023, including:

  • Existing Grants

  • The New Certification Coming in 2023

  • Future Awards

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Understanding the New CDFI Certification Changes

The CDFI Fund’s proposed revisions to the certification criteria  include significant changes and address aspects of credit union operations that have never been included before. It’s important that CDFIs start assessing  how the proposed changes will affect their organizations.  

Secrets to Winning webinar

Watch and Learn from the #1 Credit Union CDFI Grant Writers 

Our expert writers have won over $770,000,000 for 131 credit union applicants in 35 states. This Webinar explains how.

Insider Secrets report

Insider Secrets to Win a $1,000,000 CDFI Grant

This report shares the secrets of the #1 CDFI grant writing team in the industry. Discover the secrets to our success and more…

Comprehensive Guide to CDFI Certification

Does your credit union qualify as a CDFI? 

To be eligible for a $1 million  CDFI Fund FA award, your credit union must first become a CDFI!  This white paper breaks down just how your credit union can qualify. 

​What makes our CDFI grant writing so effective?​

  • CDFI applications are business plans. That’s why our team of CFOs, CEOs, product designers, compliance, policy, and operations experts collaborate on every application.

  • Our work can be used beyond the grants:

    • Impact calculations for your annual report

    • Secret shopping for marketing and product design

    • Product and policy enhancement recommendations

    • Business development with new partners

With CU Strategic Planning taking care of all the details, you are free to do what you do best—run your credit union.

Full Service:

We run the only full-service credit union CDFI firm. Our comprehensive approach includes certification, grant writing, and compliance.

$800 Million in awards to CDFIs
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