CU Strategic Planning

Founded in 2008, CU Strategic Planning is a social-purpose firm that provides strategic consulting and grant acquisition services exclusively for credit unions. Its mission is to help credit unions change lives and communities by securing resources and developing strategies to better serve low-income and underserved populations. The company specializes in Community Development Financial Institution (CDFI) certification, grant writing, strategic planning facilitation, and community impact analysis, having helped credit unions win over $1.5 billion in community development grants.