Certification
The CDFI designation opens the door for funding opportunities that make it possible to better serve those in your communities.
Our certification services involve:
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Analysis of your mission, policies and lending to determine if you meet the standards to be certified.
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Recommendations on how to close any gaps to meet required standards.
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Application development and submission – including data collection, our proprietary research, and submission of your application.
We've won over $1 Billion in grants and funding for our CDFIs in the past fifteen years - funding that changes the lives of their members and communities.
Grants
What makes our CDFI grant writing so effective? CDFI grant applications are business plans. Our team of CFOs, CEOs, product designers, compliance, policy, and operations experts collaborate on every application. Our work can be used beyond the grants:
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Product and policy enhancement recommendations
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Impact calculations for your annual report
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Business development with new partners
With the benefits of CDFI programs come the responsibility of compliance. Our compliance services include grant compliance reporting and annual certification reporting.
Compliance
The Annual Certification Report (ACR) shows how your credit union is lending to its Target Market. We review and recalculate any changed service delivery to your Target Market, review your accountability and calculate your financial products and development services.
Our grant reporting includes calculating and reporting your progress toward the performance goals of your award, for the entire multi-year reporting period.
We also offer a quarterly lending analysis of all CDFI-related lending activity, that can provide peace of mind that your credit union’s accountability and lending goals are being met or give you time to make adjustments to your strategies.
Our CDFI Credit Union Experts Handle:
Our recertification services are comprehensive; we will identify areas in your lending, policies or mission that could prevent your credit union retaining its CDFI status.
Don’t delay this process; you must have a board-approved Community Development Mission Statement in place for at least six months before your recertification is submitted. Our services cover this, along with comprehensive analysis, a recommendation report, and application development and submission. Please contact us for a proposal or to answer any questions about CDFI recertification.
Our Services
CU
CDFI
Work with the CDFI credit union experts - even if you aren't a CDFI (yet).
Community Development Financial Institutions (CDFIs) are certified by the US Department of the Treasury as serving low-income communities and operating with a goal of expanding economic opportunity by providing access to financial products and services for local residents and businesses.
CDFIs work to improve their communities by providing access to basic financial services, affordable credit and investment capital. The CDFI designation opens the door for funding opportunities that make it possible to better serve those in your communities that need it most, and for financial institutions to excel—both operationally and financially.
What's a CDFI?
Learn More
Grow your LID/MDI Credit Union Into a CDFI
Learn how (and why) to secure a FY 2026 Technical Assistance Grant and become CDFI certified. We cover the requirements and process for becoming a CDFI; what counts toward your Target Market and why it matters; and how Technical Assistance Grants help your bottom line.
August, 2025
The CDFI Recertification Deadline Extension
The deadline extension means that your CDFI recertification will now be based on your 2024 lending - which means you have time to evaluate and refine your current lending to meet the new standards. In this webinar we break down this deadline extension and explain how your credit union can make the most of it.
July, 2024
Certification Next Steps Webinar
Your credit union can and should keep its CDFI certification! The new certification rules from the CDFI Fund have brought changes, but they are both manageable and flexible – and well worth it. This webinar is all about assessing how your credit union moves forward as a CDFI.
January, 2024
The New CDFI Certification Application
The new CDFI certification has been released, and all current CDFIs will need to re-certify under the new standards by December 2024. This webinar explains what the new certification rules mean and how CU Strategic Planning is cutting through the red tape to keep all credit unions certified.
December, 2023