top of page


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


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


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


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


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


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...
Mike Beall
Aug 23, 20225 min read


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...
CU Strategic Planning
Jun 23, 20222 min read


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...
CU Strategic Planning
May 27, 20223 min read


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
Apr 14, 20222 min read


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 16, 20212 min read


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...
CU Strategic Planning
Dec 9, 20212 min read


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...
Stacy Augustine
Dec 2, 20218 min read


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...
CU Strategic Planning
Oct 14, 20213 min read


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...
CU Strategic Planning
Sep 17, 20212 min read
bottom of page