Financial Education Grant Application

Have a great idea, project, or program that will spread financial education among your members or in your community, and could use some assistance?

The Foundation’s Financial Education Grant helps fund implementation of your idea, project, or program.

Grants applications are evaluated based on your ability to present:
• Demonstrated and documented need
• A meaningful contribution (direct or indirect financial and/or resources) to the project by the credit union
• Active participation in the project by the credit union
• Measureable impact on your target audience
• Innovation with the potential for replication by other credit unions

Funds may not be used as a cash donation to a third party.

Financial Education Grant Application

Date of Application*
Date Format: MM slash DD slash YYYY
Credit Union/Group/Alliance applying*
Applicant Name*
Grant Request Contact, if different*
Title*
Phone, with extension*
E-Mail*
CU CEO/President*
CU Address*
Street Address Address Line 2 City State ZIP / Postal Code
Asset Size*
Number of Employees*
Number of Members*
Field of Membership*
Describe what financial education idea, project, or program the initiative will help fund*
List dates or duration for the project or program*
What will the program/project accomplish?*
Describe the need that this grant helps fulfill*
Describe the measurable impact you expect*
What is the target age group?*
Resources*
What resources will you use to make financial education meaningful and engaging for your audience?
Other Outreach*
How does this initiative fit with other outreach or mission-driven goals your credit union has in progress to improve people’s financial lives?
How can this idea, project, or program be replicated by other credit unions?
If applicable, has this initiative been approved by your state or federal regulator?*
Total Project Budget*
CU Funding Contribution*
Funding from other sources*
Funding you're requesting from Foundation*
Specifically, why does your CU need this grant funding assistance?*
Authorization*
By typing the name of your supervisor/manager/CEO, you attest that they consent to you applying for an OCUF grant.
Outside of this Foundation grant request, how else can the League’s staff be of assistance to your credit union?*
File
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CONTACT WITH QUESTIONS
Peggy Campbell, Member Support Specialist, 614-923-9736
Kim Connor, Director Member Experience, 614-923-9748