Results

Grants

Many of the credit unions we work with are eligible for grant money upwards of $100,000. Our grant writing record is stellar. The results of CU Strategic Planning's grant writing:

  • Total 10 CUs: $5,757,696 or 63.5% of requested funds

  • CDFI 7 CUs: $5,303746 or 76.7% of requested funds

  • NACA 3 CUs: $453,950 or 50% of requested funds

  • The only credit union grant writers with winning applications in EVERY round of the Department of the Treasury, Community Development Financial Institution (CDFI) Fund Awards during the last several years.

  • Responsible for 20 percent of all  CDFI Fund Awards for credit unions in 2010.

  • The only firm working with non-certified CDFI's to gain $100,000 awards before certification, including the only  two non-certified CDFI credit unions to win awards in 2010. 

  • Wrote the largest of the only two credit union grants awarded from the the CDFI Fund in the 2010 NACA round.

  • Wrote the largest grant awarded to a credit union  from the CDFI Fund in the 2009 Supplemental Round.

  • Wrote the only CDFI Fund applications funded in 2010 in Hawaii, Alaska and Washington State.

  • Multi-million dollar, multi-year grant, the largest in the history of the National Credit Union Foundation, was introduced by CU Strategic Planning founder to fund Biz Kid$.

  • The only writers to have 100 percent success in writing NCUA Building Internal Capacity Grants.

  • Proud of our 100 percent success with CDFI certification for credit unions

Strategic Planning

CU Strategic Planning's results are always directly connected to a good strategic plan with a board and management team that are invested in the strategic priorities. This success is enhanced when the board of directors understands the credit union profitability model and the power of the International Credit Union Operating Principles.

The results of our strategic planning include incredible credit union growth and the most winningest grant writing results of any firm working with credit unions in the United States and possibly the world.

Growth

Merging is not the best option for all credit unions. It is the best option only when it is in the best interest of members. CU Strategic Planning also saves small and mid-size credit unions with net worth restoration, growth and profitability improvement consulting. Our plans reach goals. We grow credit union net revenue, service and membership. 

Results:

  • Net worth restoration plans approved by the DFI to prevent forced credit union mergers.

  • Secondary capital plans approved by the NCUA, US Treasury and Federation of Community Development Credit Unions.

  • Small credit union with unprecedented 51% annual loan growth.

  • The highest credit union election voter turnout in the United States.

  • 100 percent success rate with federal to state charter conversions.

  • Credit union with 2 percent net worth improved to above 9 percent in 2010.

  • Credit union with 6 percent net worth improved to above 9 percent in 2010.