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Programs for Community Development Credit Unions


A good portion of our work is dedicated to serving credit unions who serve underserved, minority, immigrant or low to moderate income consumers. 


We are community development experts, serving as consultants for CU Breakthrough, the consulting team of the National Federation of Community Development Credit Unions


2017 Seattle Metro Credit Union Juntos Avanzamos declaration ceremony

Low-Income Designation

We understand the many benefits for becoming a Low-income designated credit union and we know how to leverage them. We provide guidance on how to seek and obtain the designation, as well as, how to pursue the regulatory benefits for secondary capital, NCUA grants and field of membership opportunities.

CDFI Certification

Working with the National Federation of Community Development Credit Unions, we provide advice and help credit unions complete the complicated CDFI U.S. Treasury application process. 

Community Development Planning

We help Low Income and CDFI certified credit unions create and establish best practice community development and outreach programs. Programs are built upon specific consumer and community needs, vital community partnerships and access to program funding. These inspiring programs support profitable credit union growth and meaningful community and consumer impact.

CDFI Grant Writing

We are experienced and successful grant writers, with experience gaining tens of millions in grant funds for award winning Hispanic, consumer and small business programs. Grant funds deployed specifically for capital and loan loss reserves. 

2016 Mendo Lake Credit Union Juntos Avanzamos declaration ceremony with Richard Cooper and Monte Hill.
2016 YCUP Client Appreciation Reception Left to right: Suzy Fonseca, Scott Butterfield, Erika Aranda and Josh Beck

Secondary Capital

The secret is getting out that low-income designated credit unions can apply for and obtain secondary capital. We know how to find secondary capital sources and we assist clients in preparing compliant secondary capital applications. We have helped credit unions gain access to millions in secondary capital. 

Hispanic Programs

Our team has guided, developed and supported very successful Hispanic focused consumer and business loan programs. Programs rich with active community and regional partnerships, financial education and outreach. These programs have resulted in millions for financial  support and grant funding to support program development and growth.

Community Partnerships

We know how to reach out to potential community stakeholders and identify partnership opportunities for credit unions. These partnerships range from large universities and national charities to small local social service agencies. Partnerships are built around shared values and a strong desire for consumer and community development and financial inclusion.

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