Community Development Financial Institutions

#1 Credit Union CDFI Grant Writers

The #1 Credit Union CDFI Grant Writers 

We think of ourselves as a pretty humble bunch, but no one wins more grants than us.


The secret?


We're a team of experts, not individuals or subcontractors. 



CDFI Certification and Grant Writing Help

If you'd like to learn more about our CFDFI Certification and Grant Writing services, please fill out your contact information and we'll be in touch!

With a Winning Track Record:
  • $120 million to credit unions 

  • 137 credit union wins in 34 states.

  • 52% of all CU winning applications in 2019

  • 70% of all 1st-time winners in 2019

  • Win a majority of CU award dollars annually

  • Our grants avg. $89,286 more than other CU winners ( Avg. 2019 FA)

​What makes our CDFI grant writing so effective?​
  • CDFI applications are business plans. That’s why our team of CFOs, CEOs, product designers, compliance, policy, and operations experts collaborate on every application.

  • Our work can be used beyond the grants:

    • Impact calculations for your annual report

    • Secret shopping for marketing and product design

    • Product and policy enhancement recommendations

    • Business development with new partners

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

Full Service:
We run the only full-service credit union CDFI firm. Our comprehensive approach includes certification, grant writing, and compliance.


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