CDFI

TA Awards Go to 100% of Our Credit Union Applicants

CU Strategic Planning

Nov 222 min read

TA Awards Go to 100% of Our Credit Union Applicants

All 15 credit unions that CU Strategic Planning helped apply for Technical Assistance awards received the $300,000 maximum award.

CU Strategic Planning

Sep 272 min read

CDFI

81 CDFI CU Grants Push CU Strategic Planning Clients’ Total to Over $1 Billion

CU Strategic Planning clients account for 60% of all CDFI FA Awards granted to credit unions this round.

Navigating the CDFI FA Award Application Process

CU Strategic Planning

Nov 8, 20234 min read

CDFI

Navigating the CDFI FA Award Application Process

The CDFI Program FA Awards are opening up for the 2024 round soon, but the process is a complex one and not always easy to follow.

Support Is Strong for CDFI Credit Unions in “Challenging” Environment

CU Strategic Planning

Oct 25, 20232 min read

CDFI

Support Is Strong for CDFI Credit Unions in “Challenging” Environment

As strong proponents of the credit union community, and particularly Community Development Financial Institution certifications and...

Louisiana Credit Unions Find Success and Change Lives as CDFIs

CU Strategic Planning

Sep 12, 20232 min read

CDFI

Louisiana Credit Unions Find Success and Change Lives as CDFIs

For Baton Rouge’s Neighbors Federal Credit Union, the long wait is finally over. While they were awarded $35 million in a secondary...

Acting CDFI Director’s First Message Provides Update on 2023 and 2024 Grant Rounds

CU Strategic Planning

Aug 24, 20232 min read

CDFI

Acting CDFI Director’s First Message Provides Update on 2023 and 2024 Grant Rounds

In her first official statement as acting director of the Community Development Financial Institutions Fund, Marcia Sigal announced two...

CU Strategic Planning

Aug 10, 20232 min read

Certification

CDFI Fund Certification Advisory Board recommends CU Strategic Planning-backed changes

CDFIs have been waiting, not-so-patiently, to learn the fate of the certification process from the Community Development Financial Instituti

CDFI Fund Data Could Force Changes to Controversial Application Recommendations

CU Strategic Planning

Jul 27, 20232 min read

CDFI

CDFI Fund Data Could Force Changes to Controversial Application Recommendations

Proposed Application Process Would Exclude ‘Significant Swaths’ of Credit Unions A newly released CDFI Fund report might have forced the...

Comment Letter: CDFI and NACA Program Financial Assistance and Technical Assistance Applications

CU Strategic Planning

May 11, 202310 min read

CDFI

Comment Letter: CDFI and NACA Program Financial Assistance and Technical Assistance Applications

The following is the letter CU Strategic Planning provided in response to the Treasury's request for public comment on the Community...

CU Strategic Planning

May 10, 20231 min read

CDFI

Legislating CDFI Fund Transparency

Credit union calls for greater transparency from the CDFI Fund are being met with bipartisan support. A CUNA-supported bill was put forth...

New Orleans Firemen’s FCU Changes Lives with CDFI Grants – a Case Study

CU Strategic Planning

May 5, 20231 min read

CDFI

New Orleans Firemen’s FCU Changes Lives with CDFI Grants – a Case Study

New Orleans Firemen’s Federal Credit Union has been serving underserved communities since before credit unions officially existed. While...

3 Reasons to Apply for a CDFI FA Grant NOW

CU Strategic Planning

Apr 26, 20232 min read

CDFI

3 Reasons to Apply for a CDFI FA Grant NOW

The Treasury’s Community Development Financial Institutions Fund has, in recent years, accepted applications for its annual Program...

CU Strategic Planning

Apr 13, 20232 min read

CDFI

93% of CU Strategic Planning Applicants Win CDFI Equitable Recovery Program Grants

The U.S. Department of the Treasury’s Community Development Financial Institutions Fund awarded grants totaling $1.73 billion to 603...

ALM 101: Why Credit Unions Won’t Get Caught Like SVB

Shirley Senn and Aaron Duffy

Apr 4, 20233 min read

CDFI

ALM 101: Why Credit Unions Won’t Get Caught Like SVB

Silicon Valley Bank (SVB) failed in March, creating some concern for consumers here in the U.S. and around the world. Typically following...

A Closer Look at the 2022 CDFI FA Awards

CU Strategic Planning

Mar 7, 20231 min read

Grants and Awards

A Closer Look at the 2022 CDFI FA Awards

The Treasury's Community Development Financial Institution Fund announced its 2022 Financial Assistance Awards last week, and we were...

CU Strategic Planning

Feb 28, 20232 min read

Grants and Awards

CU Strategic Planning Clients Account for Majority of Credit Union FA Awards from CDFI Fund

We're so pleased to announce that the grant applications CU Strategic Planning facilitated for our clients make up 56% of all this year's...

Jodie Harris to Exit as Head of CDFI Fund

CU Strategic Planning

Feb 23, 20231 min read

CDFI

Jodie Harris to Exit as Head of CDFI Fund

Jodie Harris, Director of the U.S. Department of the Treasury's Community Development Financial Institutions Fund (CDFI Fund), announced...

Opportunity for CDFI Credit Unions in EPA’s Greenhouse Gas Reduction Fund

CU Strategic Planning

Feb 16, 20232 min read

CDFI

Opportunity for CDFI Credit Unions in EPA’s Greenhouse Gas Reduction Fund

Credit unions are the original socially responsible lenders, and now Community Development Financial Institution-Certified credit unions...

Light at the End of the Tunnel of the CDFI Fund’s New Certification Process

Mike Beall

Feb 1, 20232 min read

CDFI

Light at the End of the Tunnel of the CDFI Fund’s New Certification Process

About the CDFI Fund's recent announcement that it's delaying the release of their updated certification.

How the Treasury Department’s CDFI Fund Certification Proposal Could Impact CDFIs

CU Strategic Planning

Dec 21, 20223 min read

CDFI

How the Treasury Department’s CDFI Fund Certification Proposal Could Impact CDFIs

October of 2023 will mark 15 years since CU Strategic Planning was founded, and 15 years of helping credit unions gain certification as...

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