Our Work in Action

Case Studies

CU Strategic Planning unlocks opportunities for credit unions to change their communities. Our multi-year approach to community development is an investment that drives profound change for credit unions and the communities they serve. For more information about how we've helped hundreds of credit unions, please contact us.

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Featured Case Study

SWLA sought to offer a new type of student loan product – one that would meet both the members’ needs as well as the credit union’s needs — and needed help designing its product and reserving for the loans. Enter the experts at CU Strategic Planning, who have decades of experience working on just such programs.


Read more about our work with SWLA 



CU Strategic Planning is proud to have led the movement of mainstream credit unions into the field of community development. Suncoast CU, the League of Southeastern Credit Unions and CU Strategic Planning launched Community Development Across Florida. As part of the project, CU Strategic Planning developed statewide partnerships with the United Way's ALICE, Habitat of Humanity Florida, and the Florida Prosperity Project.


Suncoast won a CDFI Award of $1.4 million to launch “Financial Inclusion Mortgages” to make home ownership accessible to over 300 marginalized, very low income families. CU Strategic Planning wrote the award application, developed the program, partners and product enhancements. 

Learn more about our work in partnership development

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Loan Growth With Impact

The three-time CDFI award-winning, Carolina Foothills FCU, staff are well-trained to spot and convert predatory loans into safe, secure loans that contribute to the credit union’s ROA. The benefit of CDFI certification far exceeds its $1,926,267 in grants. 


Carolina Foothills experienced improved ROA and loan growth immediately after engaging CU Strategic Planning. It was transformative. At year-end 2012 ROA was .25% and loan growth 1.7%. By 2013 loan growth doubled, and it doubled again in 2014, membership grew by 11.78%. In 2020 membership growth and loan growth are still both 4.5% higher than peers and ROA 24 BP higher.


CU Strategic Planning helped Carolina Foothills implement a community development business plan, enhance products, policies and establish partnerships to drive loans. As a result, the credit union increased its double bottom line even before receiving its CDFI Awards.

Learn more about our work in loan growth


CDFI Grants

​One of CU Strategic Planning's first clients, Hawaii First has won $5,000,000 in CDFI grants. Its history with CU Strategic Planning started in 2009, and since then it has won seven CDFI Awards in three categories: the FA Core Round, NACA and CDCI. Its Community Resource Center (CRC) is a national best practice, replicated in more than 10 states. Its partnership with the Department of Hawaiian Homelands is a stand-out in the field of serving native communities.

Learn more about our work winning CDFI grants