William A. Herring Social Responsibility Grant

Is there a financial services initiative that will impact people of modest means and benefit society as a whole, and your credit union could use some financial help with it?

The William A. Herring Social Responsibility Grant can help!

The William A. Herring Social Responsibility Grant funds opportunities such as:
• Providing financial services to economically-depressed or underserved communities
• Projects that improve the quality of life for low- to moderate-income families
• Programs and events focused on affordable housing opportunities, financial services, and community activities that enhance the positive image of credit unions
• Assistance for newly-chartered credit unions
• Support for Community Development Credit Unions (CDCUs), Community Development Financial Institutions (CDFIs), and Low-Income Designated Credit Unions

Please note:
• Credit unions or CU Outreach Alliances will be reimbursed after the event is successfully completed and a grant results report is received.
• Funds many not be used as a cash donation to a third party.

William A. Herring Social Responsibility Grant

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*
Approved Initiative*
If applicable, has this initiative been approved by your state or federal regulator?
In detailed paragraphs, describe what this grant will help fund*
What does “social responsibility” mean to you?*
Project/program dates or timeframe*
Why are you undertaking the project/program, and how does it meet community needs?*
How will this project/program benefit individuals and strengthen the community(ies) the credit union services?*
What is the target demographic?
How will lives be impacted, and how many people will you reach?*
Share specific program goals and what results your credit union is trying to achieve.
What metrics will you use to define success of the project/program?*
What strategies and resources will you use to meaningfully engage your audience and make a difference in their lives?*
What other outreach or mission-driven goals does your credit union have in progress to improve people’s financial lives, and how does this initiative dovetail with them?*
How can this project/program be replicated by other credit unions across Ohio?*
Briefly describe the history of your organization, with an overview of current priorities and programs*
How will the project or program be maintained/supported at the conclusion of the funding cycle?
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.
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OCUF FUNDING RECOGNITION
Successful applicants must mention the Ohio Credit Union Foundation as having provided grant funding in all press releases, news stories, articles, interviews, and web site references. A suggested credit line is the following: “[Your Credit Union Name] received funding through a grant from the Ohio Credit Union Foundation.” Copies of the above materials must be provided to the OCUF.

CONTACT WITH QUESTIONS

Peggy Campbell, Member Support Specialist, 614-923-9736
Kim Connor, Director Member Experience, 614-923-9748