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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
Nov 22, 20242 min read


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.
Vanessa Henry
Sep 27, 20242 min read


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.
CU Strategic Planning
Nov 8, 20234 min read


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...
CU Strategic Planning
Oct 25, 20232 min read


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...
CU Strategic Planning
Sep 12, 20232 min read


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 24, 20232 min read


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
CU Strategic Planning
Aug 10, 20232 min read


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...
CU Strategic Planning
Jul 27, 20232 min read


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 11, 202310 min read


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...
CU Strategic Planning
May 10, 20231 min read


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...
CU Strategic Planning
May 5, 20231 min read


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 26, 20232 min read


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...
CU Strategic Planning
Apr 13, 20232 min read


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...
Shirley Senn and Aaron Duffy
Apr 4, 20233 min read


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
Mar 7, 20231 min read


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...
CU Strategic Planning
Feb 28, 20232 min read


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...
CU Strategic Planning
Feb 23, 20231 min read


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...
CU Strategic Planning
Feb 16, 20232 min read


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.
Mike Beall
Feb 1, 20232 min read


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...
CU Strategic Planning
Dec 21, 20223 min read
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