Community Development Financial Institutions

#1 Credit Union CDFI Grant Writers

With a Winning Track Record:

  • $770 Million total in awards to CDFIs

  • Awards won for 131 credit unions 

  • 35 states

  • 285 award-winning applications 

  • Our grants avg. $109,274 more than other CU CDFI FA awards (Avg. 2021 FA)


CDFI Certification and Grant Writing Help

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CDFI Landcape webinar

The CDFI Landscape in 2022

The past two years have seen enormous change and opportunity for CDFIs. As a result, more credit unions are seeking CDFI certification, for good reason! Learn why you should act now to pursue certification for your credit union.

Learn More About How We Can Help You

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.

badge that displays the text CU Strategic Planning: $770,000,000 to CDFIs