Registration Opens Nationwide for Social Impact Management Institute March 24 in Monterey, Calif.

The National Credit Union Foundation (NCUF) will co-host its second Social Impact Management Institute on March 24 as a pre-conference event for the California and Nevada Credit Union Leagues’ Big Valley Educational Conference. The full-day Institute features world-class speakers and a unique training agenda designed to help credit unions grow while making a social impact.

Registration is now open on the California Credit Union League conference website (

“As we looked for new and innovative educational content for this conference, the Social Impact Management Institute made perfect sense,” said Mark Klinkert, SVP of Professional Development for the California and Nevada Credit Union Leagues. “The Institute’s subject matter is not only timely, but essential for our credit unions.”


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Carolinas Credit Union Foundation Chairman Mark Twisdale Elected to National Credit Union Foundation Board

Mark Twisdale
Carolinas Credit Union Foundation Chairman Mark Twisdale has been elected to a three-year term on the board of the National Credit Union Foundation (NCUF). Twisdale, who serves as Senior Vice President of Human Resources for State Employees Credit Union (SECU) in Raleigh, N.C., is also the Executive Director of the SECU Foundation.

Twisdale’s election by the NCUF Board was unanimous.

“While we had an outstanding field of highly qualified candidates,” related NCUF Chairman Mary Cunningham, “our board members agreed that Mark will bring valuable fundraising expertise and local foundation perspectives to the NCUF Board. The Carolinas Credit Union Foundation has generated the highest state contributions to the Community Investment Fund by using a very effective model of chapter-based fundraising throughout North and South Carolina. And the State Employees’ Credit Union Foundation has used creative member-driven fundraising to build assets of $14 million.”


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National Credit Union Foundation Helps Launch Hispanic Savings Campaign through New Network of Latino CUs

NCUF Chairman Mary Cunningham (right) presents a check to El Paso Affordable Housing CUSO CEO Larry Garcia (center) and Chair Karl Murphy (left).
The National Credit Union Foundation (NCUF) is granting $25,000 to the newly formed Network of Latino Credit Unions and Professionals (NLCUP) to launch a national savings campaign for Hispanics.

“Hispanic America Saves” will be an affiliate of the Consumer Federation of America’s “America Saves” campaign. It will be modeled after the “El Paso Saves” program that the NCUF-funded El Paso Affordable Housing Credit Union Service Organization has been facilitating for two years.

Hispanic America Saves will aim to enroll Latino/Hispanic households in savings programs as incentives to become credit union members.


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NCUF Board Member Gary Oakland, BECU
Featured in Washington CEO Magazine

Washington CEO Magazine recently profiled Foundation board member Gary Oakland, President/CEO of BECU, highlighting how the state's largest credit union's meets bank competition through shared branches and ATM alliances. BECU's mini-branches in area supermarkets were also noted. (CU Journal 1/15)

Click here for the complete article

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National Credit Union Foundation Schedules Two Development Education Classes in 2007

For the first time in 10 years, the National Credit Union Foundation (NCUF) is scheduling two Development Education (DE) Training classes in 2007.

Registration is open now for DE Training on April 12-17 at the University of Wisconsin in Madison. (Click the Register for DE Training button at left.)

Registration will open in May for a unique DE Training on August 23-28 on Bainbridge Island, Wash. This first-of-its-kind DE class will be set at IslandWood, a site designed to use the environment as a classroom.


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REAL Solutions Becomes Signature Program of National Credit Union Foundation

To further credit unions’ efforts to serve low-wealth and modest means households, the National Credit Union Foundation (NCUF) today officially begins the national expansion of REAL Solutions as its signature program.

Over the next three years as a program of the Foundation, REAL Solutions is projected to help more than 2,000 credit unions in 33 states offer new products and services to attract more than 250,000 members from these largely untapped and underserved markets.

“REAL Solutions meets the prime criteria we established for the Foundation’s signature program,” points out NCUF Chairman Mary Cunningham.


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National Credit Union Foundation Posts Resources to Help Credit Unions Serve Native Americans

The National Credit Union Foundation (NCUF) has released a white paper describing credit unions’ opportunities to serve Native Americans, and posted Native American outreach resources on its website.

To access the white paper and outreach resources, please click here.

The Native American research is based on two NCUF initiatives in 2006:
  • NCUF’s national survey of credit unions with Native Americans in their fields of membership
  • NCUF’s summit of 14 leading credit unions serving Native Americans
Credit union leagues and foundations from 10 states participated in these initiatives.


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Barry Jolette to Receive National Credit Union Foundation’s Wegner Award for Lifetime Achievement

The National Credit Union Foundation (NCUF) will bestow the Herb Wegner Award for Lifetime Achievement upon Barry Jolette, President and CEO of San Mateo Credit Union in Redwood City, Calif.

“Barry Jolette is most deserving of this highest honor awarded by the credit union movement,” announced NCUF Awards & Recognition Committee Chairman Bob Schumacher, who will emcee the Wegner Awards Dinner at the Hilton Washington on Feb. 25, 2007. (Reservations are available by clicking here)

Jolette’s award will recognize his service to the credit union movement at the local, state, national, and international levels.


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National Credit Union Foundation Supports Arizona Saves

Kris Hoffman-Ackley, National Credit Union Foundation, Director of Donor Relations & Events presents a check for $15,000 to Leonard Knight, Arizona Saves Chairman and Julia Ogden, Arizona Saves Executive Director
The Arizona Credit Union Foundation was recently recognized for its support of Arizona Saves, a nonprofit organization that provides financial education, financial coaching and access to no-fee savings accounts to all Arizonans, particularly low- to moderate-income households, individuals and children.

The Arizona Credit Union Foundation (ACUF) and the National Credit Union Foundation (NCUF) were both recognized with plaques for their financial contributions to Arizona Saves during 2006. Kris Hoffman Ackley, NCUF Director of Donor Relations also presented Arizona Saves a check for $15,000 in support of their 2007 programs.

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Top News

Cheney, La Pine, Middleman Join Foundation Board

The board of directors of the National Credit Union Foundation (NCUF) held board elections at its December 15, 2014 meeting. The three new additions to the board include Bill Cheney, President/CEO of SchoolsFirst FCU in Santa Ana, Calif., Patrick La Pine, President/CEO of the League of Southeastern Credit Unions and Affiliates in Tallahassee, Fla., and Larry Middleman, President/CEO of CU Business Group, LLC in Portland, Ore.

Cheney will be filling a vacant board seat, while Middleman is taking a seat most recently held by John Gregoire, President of The ProCon Group in Madison, Wis. La Pine will be the American Association of Credit Union Leagues (AACUL) representative, replacing NCUF Vice Chairman John Radebaugh, President/CEO of the Carolinas Credit Union League in Greensboro, N.C. who isn’t eligible to serve another term. New officer elections will take place at NCUF’s January board meeting.
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Leading Credit Unions: A Woman's Perspective Featuring Gigi Hyland | Filene Webinar

National Credit Union Foundation Executive Director Gigi Hyland recently spoke on a Filene Research Institute webinar as part of their "Women in Leadership" research series. You can view the webinar online here (the program actually starts at the 7:53 mark):

Leading Credit Unions A Woman's Perspective Featuring Gigi Hyland | Webinar 11-25-14, 12.53 PM from Filene Research on Vimeo.

Wrap-up of NCUF's Twitter Chat on Credit Unions’ Fin Ed Volunteerism

In advance of National Philanthropy Day®, November 15, the National Credit Union Foundation (NCUF) held a Twitter chat on Thursday, November 13 to discuss credit unions’ volunteer efforts around financial education.
Click to See Discussion Highlights...

No One Need Wait: The Importance of Credit Union Philanthropy

By Gigi Hyland, Executive Director - Anne Frank once noted, "How wonderful that no one need wait a single moment to improve the world."

This quote is particularly relevant this time of year because November 15th is National Philanthropy Day® – a day set aside to recognize and pay tribute to the great contributions that philanthropy – and those people and organizations active in the philanthropic community – are making to improve our lives, our communities and our world. It's not only an official day, but also a grassroots movement — a movement to increase public interest and awareness of the importance of philanthropy, as well as knowledge on giving, volunteering and engagement at the charitable level so people can practice effective, impactful philanthropy.
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New Foundation Video Shows Value of DE Training

The National Credit Union Foundation (NCUF) has released a new video about the Credit Union Development Education (DE) program highlighting the value of the training for attendees. The short video is comprised of attendee testimonials, staff insights and onsite footage of training activities.

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League Leverages Young CU Professionals to Bring Fin Ed to Local Communities Through NCUF Biz Kid$ Grant

The League of Southeastern Credit Unions (LSCU) held a one-day workshop this summer to familiarize young professionals attending this year’s Southeast Credit Union Conference and Exposition (SCUCE) with financial education outreach tactics through Biz Kid$, an Emmy Award-winning financial education program for kids. This event built upon LSCU’s separate Biz Kid$ two-day Young Professionals Workshop held late last year. As a result of these workshops, multiple attendees have since taken up the cause to bring financial education to 6th-8th graders throughout Florida and Alabama school districts.

“We are very pleased with the enthusiasm for delivering financial education programs exhibited by our LSCU Young Professionals,” said Laura Vann, Vice President of Cooperative Initiatives for LSCU. “They have embraced the Biz Kid$ program and have demonstrated creative ways for implementing Biz Kid$ in their local communities. LSCU appreciates the grant funding from the National Credit Union Foundation that enabled us to get this financial education program under way in Alabama and Florida.”
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Sponsorships & Tickets Now Available for The Foundation’s Wegner Dinner

Credit union leaders and supporters can now purchase their sponsorships and tickets for the 27th annual National Credit Union Foundation Dinner Presenting the Herb Wegner Memorial Awards. The dinner will take place on March 9, 2015 at the Marriott Marquis in conjunction with the Credit Union National Association (CUNA) Governmental Affairs Conference (GAC) in Washington, D.C.

Denise Gabel, Chief Operating Officer of the Northwest Credit Union Association, will be returning as the evening’s emcee. For the first time in seven years, the dinner has moved locations, this time to the new Marriott Marquis located directly across from the Washington Convention Center.
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Mike Mercer Recognized for Lifetime of Impact with 2015 Herb Wegner Memorial Award

Mike MercerIn recognition of his ground-breaking leadership, innovative contributions, personal commitment and unfaltering dedication to the advancement of the credit union system, the National Credit Union Foundation (NCUF) is pleased to announce Mike Mercer, President/CEO of the Georgia Credit Union Affiliates, as the recipient of a 2015 Herb Wegner Memorial Award for Lifetime Achievement.

“Anyone who knows Mike knows he’s an innovator and status quo challenger who has always pushed leaders to rethink old habits and consider new ways of doing things,” said John Gregoire, Chair of NCUF Wegner Awards Selection Committee and President of The ProCon Group. “From his role at the Georgia Credit Union Affiliates, time as CUNA Chairman, his work with the Polish credit union system, and more, Mike always has displayed tremendous insight and innovation.”
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You Shouldn’t be a CUDE

By Andy Janning - The feeling started with the flags. They're hanging all around the training room, shimmering rectangles of silk, some bold, some restrained, all of them mute sentinels covering every square inch of the walls, impossible to ignore, symbolic of something far bigger than the people over whom they fly. I knew, then and there, I was on the edge of something I'd never forget.

It was mid-September 2014 and I'd just arrived in Madison, Wisconsin to serve as the embedded photographer and videographer for the Credit Union Development Educators (CUDE) Training offered by the National Credit Union Foundation (NCUF).
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Bob Schumacher’s Inspirational Career Recognized with 2015 Herb Wegner Memorial Award

Bob SchumacherIn recognition of a career that has touched every corner of the credit union movement, as well as his inspiring work with credit union leadership programs, both in the U.S. and overseas, the National Credit Union Foundation (NCUF) is pleased to announce Bob Schumacher, retired President and CEO of MountainCrest Credit Union, as the recipient of a 2015 Herb Wegner Memorial Award for Lifetime Achievement.

“Bob is one of the most dedicated and devoted followers of the credit union philosophy who has worked on all levels of the movement,” said John Gregoire, Chair of NCUF Wegner Awards Selection Committee and President of The ProCon Group. “His impact particularly on Foundation programs such as the Community Investment Fund, Biz Kid$ and the Credit Union Development Education Program is beyond belief. Anyone who has had the opportunity to be touched by Bob’s contagious energy and enthusiasm comes away a more committed individual.”
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Clarence Hall Recognized for Lifetime of Sacrifice with 2015 Herb Wegner Memorial Award

Clarence HallIn recognition of his selfless work on behalf of the struggling population of Issaquena County and his lifelong embodiment of credit union values, the National Credit Union Foundation (NCUF) is pleased to announce Clarence Hall, Jr., CEO of Issaquena County FCU, as the recipient of a 2015 Herb Wegner Memorial Award for Lifetime Achievement.

“Clarence Hall is not a household name in the credit union movement, but his work has been absolutely inspiring in building a better life in a downtrodden part of our nation,” said John Gregoire, Chair of NCUF Wegner Awards Selection Committee and President of The ProCon Group. “Clarence is an unsung hero who has led efforts around financial literacy, civil rights and much more to make a positive impact on those in his community. Roy Bergengren used to say that the credit union’s real job is to prove the practicality of the brotherhood of man and Clarence’s achievements align perfectly with those words.”
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Duchess of Cornwall Welcomes CUDEs & Praises Credit Unions

HRH The Duchess of Cornwall, right, visited with Marlene Shiels, ICUDE, chief executive of Capital CU, Edinburgh, in 2012.From CUES Skybox (10/15/14) - It might surprise you to learn that a June BBC news article reported that just 2 percent of the adult population of the United Kingdom belongs to a credit union, while 46 percent of adults in the United States are credit union members.

Married to Charles, Prince of Wales, heir to the British throne, since 2005, Camilla Parker Bowles decided to use the title The Duchess of Cornwall, as her husband is also known as The Duke of Cornwall. According to Marlene Shiels, The Duchess has continued to learn about and promote credit unions in the UK “by undertaking other visits, meeting with credit union leagues, and visiting and joining her local credit union in London. She is now hosting a reception at Clarence House (her royal residence in London) on International Credit Union Day to spread the word.”
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Gigi Hyland's ICU Day Message: Let's Own Financial Literacy Together

Many calendars now list the "national" or "international" nature of each day of the year. Sept. 19, for example, is "International Talk Like a Pirate Day." Ridiculous, you say?

Well, yes. But there is some entertainment value in seeing the startled expression on your coffee barista's face when you exclaim, "Arggghh! Thank ye fer the fine caramel macchiato, matey!"

Since 1948, the third Thursday of October has been celebrated as International Credit Union (ICU) Day®. This year, ICU Day is October 16th. The theme is "Local Service. Global Good." It emphasizes credit unions' positive impact in their communities and around the world.
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Iowa Credit Union League Shines as 2015 Herb Wegner Memorial Award Winner

In recognition of its organization-wide dedication to ensuring the prosperity of credit unions and improving the financial lives of consumers, the National Credit Union Foundation (NCUF) is pleased to announce the Iowa Credit Union League (ICUL) as the recipient of the 2015 Herb Wegner Memorial Outstanding Organization Award.

“The Iowa Credit Union League has been fortunate to have a series of leaders over the years who’ve all been pioneers in helping build the credit union movement,” said John Gregoire, Chair of NCUF Wegner Awards Selection Committee and President of The ProCon Group. “The breadth and depth of the organization shine through the league’s focus on reaching the Hispanic population, healthcare and savings initiatives, as well as a host of other programs. You always know if the Iowa Credit Union League straps on a challenge, they’ll go far and beyond.”
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NCUF Grantee Uses Biz Kid$ to Help Students Stand Out in Workforce

Travis Credit Union teamed up with the Fairfield-Suisun Chamber of Commerce, Solano County Office of Education (SCOE), and the Fairfield-Suisun Unified School District to create a Work-Ready Certification (WRC) Program to help students stand out in the workforce.

Designed to validate that students have the necessary entry-level skills as identified by the local business and industry community, the WRC Program enables students to be both successful in the workplace and also become contributing citizens of the community, both locally and globally. Travis Credit Union received a Biz Kid$ Financial Education Grant from the National Credit Union Foundation (NCUF) to help fund this initiative.
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44 CU Professionals Become CU Development Educators (CUDEs) After Completing “Life-Changing” Program

Forty-four credit union professionals became certified Credit Union Development Educators (CUDEs) last week after being guided by eight dedicated program facilitators and mentors through the intensive Credit Union Development Education (DE) Training from the National Credit Union Foundation (NCUF). The Fall DE training was held September 10-17, 2014 at the Lowell Center on the University of Wisconsin campus in Madison, Wis.

After attending the Fall DE Training, Laida Garcia, NCUF Chairman and President/CEO of floridacentral Credit Union in Tampa, Fla, said, “NCUF’s DE training was an enriching experience that will stay with me for years to come. While I have 35 years of experience in the credit union industry, my week at DE Training re-kindled my passion and spirit for our cooperative movement and roots.”
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NCUF Grantee Helps Elementary Students Save Over $40k

Silver State Schools Credit Union (SSSCU) helped elementary students learn the importance of saving through its innovative program, “The Piggy Bank Project”. At the end of the school year, students at Walter Bracken Elementary saved just over $40,000. SSSCU received a Biz Kid$ Financial Education Grant from the National Credit Union Foundation (NCUF) to help fund this initiative.

The Piggy Bank Project is a collaborative effort between SSSCU, Walter Bracken Elementary School, The United Way of Southern Nevada, Young Philanthropist Society, Junior Achievement, and the Andson Foundation to provide real savings accounts for elementary students, while also providing in class financial
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Register for an Upcoming Charitable Donation Account (CDA) Webinar

Learn how your CU can improve people’s financial lives through this win-win investment hybrid Click to view brochure

NCUA’s new charitable investment rule grants a federal credit union expanded investment powers to fund charitable contributions. Learn how your credit union could have contributed 5 times more to the National Credit Union Foundation while also earning an investment return 5 times more than the traditional MTC CD CIF investments.

NCUA’s newly created Charitable Donation Account rule does just that and is truly a win-win for the credit union industry. Join us for an upcoming free, short webinar to learn more.

> Reserve your webinar seat now!

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