Community Development Financial Institutions - How to Get Certified

CDFI Certification & Grant Writing

The Best Credit Union Grant Writers In The Nation

We think of ourselves as a pretty humble bunch, but no one wins more grants. The secret: we are a team of experts,  not individuals or subcontractors. Our credit union experience, knowledge and passion can't be matched. But don’t take our word for it—read about our outstanding results.



Grant writing services include:
  • Simultaneous CDFI certification and grant application submission.

  • Expert application development across all CDFI programs: NACA, FA and TA.

  • 52 data-point Credit Union Market Analysis© to identify needs and challenges.

  • CDFI Fund program development to achieve the greatest impacts and obtain funding.

  • Competitive analysis showing gaps of service left by other financial institutions.

  • Policy review and guidance to support your award-winning program.

  • Program specific product and service development.


What makes our CDFI grant writing services so effective?
  • Our staff becomes an extension of your team.

  • CDFI applications are a business plan. That’s why our team includes two former CFOs, three former CEOs, product designers, and experts in compliance, ALM, marketing, policy, legal and operations.  It takes broad expertise to develop a compelling five-year business plan. They work together on EVERY application. 

  • Our team does the research to demonstrate the need, demand, and feasibility of your CDFI program.

  • With CU Strategic Planning taking care of all the details, you are free to do what you do best—run your credit union.


Our CDFI Track Record:
  • Grants totaling more than $100 million to credit unions in 32 states.

  • Only credit union firm to win awards in every CDFI round in the last eight years, including NACA, CDCI and Supplemental Awards.

  • ​Only team with 100% success in CDFI certifications, even those previously denied by the U.S. Treasury. 

  • Repeatedly set and increased the record of winning CU grants in 2010, 2011, 2012, 2013, 2014 and 2015. The record still stands.

  • Wrote every CU application funded for serving Native populations in 2010, 2011, 2012, 2013, 2015 and 2018 NACA CDFI Awards.

  • Won 2/3 of all money awarded to credit unions by the CDFI Fund in 2015 and over half in 2018.

  • The only CU writers to submit more than one winning application in the 2015 round.

  • Set the all-time record for the most CUs to win CDFI Awards in a single state: Missouri.

  • Won the most credit union awards in a single state in 2016: Florida.


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