Grants and Awards

Navigating the CDFI FA Award Application Process

CU Strategic Planning

Nov 8, 20234 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.

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...

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...

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...

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...

Mike Beall

Aug 23, 20225 min read

CDFI

A Season of Changes for CDFIs

Community Development Financial Institutions, and those who work with them, are very aware of the many recent changes that have been put...

CDFI $1.73 Billion Equitable Recovery Program Applications Now Open: Deadline is September 22

CU Strategic Planning

Jun 23, 20222 min read

CDFI

CDFI $1.73 Billion Equitable Recovery Program Applications Now Open: Deadline is September 22

Note: since the original publication of this article, the CDFI Fund extended the deadline for ERP applications from August 23 to...

Leveraging Data Capabilities to Serve CDFI Credit Unions

CU Strategic Planning

May 27, 20223 min read

CDFI

Leveraging Data Capabilities to Serve CDFI Credit Unions

“How do you know that about our members?” That’s a common question we get from prospects and clients. We’ve learned the critical nature...

CDFI Grant Season Draws to a Close: Hurry Up and Wait

CU Strategic Planning

Apr 14, 20222 min read

Grants and Awards

CDFI Grant Season Draws to a Close: Hurry Up and Wait

With the click of the “Submit” button on the last of our client FY2022 CDFI FA and TA grant applications, our most intense season is at a...

CU Strategic Planning

Dec 16, 20212 min read

CDFI

CU Strategic Planning Wins 100% of Secondary Capital and ECIP Plan Proposals

Half a billion dollars goes to CU Strategic Planning clients in one day; more than all historical and outstanding secondary capital...

CU Strategic Planning

Dec 9, 20212 min read

CDFI

CU Strategic Planning Clients Awarded More Than $20 Million from CDFI Fund

CU Strategic Planning is proud to announce that the grant applications we facilitated for our clients make up nearly half of all of this...

Stacy Augustine

Dec 2, 20218 min read

Advocacy

Letter to the CDFI Fund Advisory Board

The following is the written statement of Stacy Augustine, CU Strategic Planning's President and CEO, provided to the CDFI Fund Advisory...

NCUA’s MDI Mentoring Grant and the CDFI Minority Lending Program Grant: What’s the Difference?

CU Strategic Planning

Oct 14, 20213 min read

CDFI

NCUA’s MDI Mentoring Grant and the CDFI Minority Lending Program Grant: What’s the Difference?

On Oct. 12, the NCUA announced it has opened the doors for credit unions with both a low-income and minority depository institution...

FLAG Credit Union Earns $125,000 CDFI Technical Assistance Award

CU Strategic Planning

Sep 17, 20212 min read

CDFI

FLAG Credit Union Earns $125,000 CDFI Technical Assistance Award

CU Strategic Planning specializes in writing winning grants applications for The U.S. Treasury's CDFI Financial Assistance Awards, but...

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