How to win a $1,000,000 CDFI Grant

Watch the Secrets to Winning Webinar

Learn all the"Secrets to Winning a CDFI Grant" from CU Strategic Planning.
 
Its expert writers have won over $120,000,000 for 137 credit union applicants in 34 states.
 
The webinar has passed, but you can still watch! Fill out the form to stream it now.

 

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Webinar Summary

Learn the secrets of the #1 CDFI grant writing team in the credit union industry in this interactive webinar. Hear directly from Chief Strategic & Advocacy Officer, Mike Beall as he discusses the keys to winning a CDFI award. You'll learn how CU Strategic Planning helped over 200 credit unions obtain CDFI certification and win over $120 million in grants, resulting in a $5 billion increase in lending. Don't let the 527 pages of CDFI application materials and federal guidance intimidate you.

Here are just a few of the 'take aways' you'll leave with after participating in this exclusive event:

Define The Opportunity

 

  • Funding: How can you spend the $1 million grant?

  • Learn: How the grant is reviewed and how to score the most points to win the grant.

  • Understand: What the application questions are really asking.

Know Your Options  

 

  • Determine: Should you write it in-house or hire a contractor?

  • Recommendations: Best practices for approaching a CDFI grant

  • Program Types: What type of project is most likely to win and what type of program to avoid?

Create A Plan

   

  • Resources: Who should be involved in the project and what should you budget?  

  • Timeline: Are you ready to apply now or should you wait? What steps need to happen, when

  • 6 Essentials: An actionable checklist to get you started!  

CU Strategic Planning | 535 Dock Street, Suite 209 | Tacoma, WA 98402 | (253) 200-0418