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 (http://www.ccul.org/bv2007/reg_instructs1.cfm).

“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)

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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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Click Here for the 2014 Wegner Awards Nomination Brochure
Click Here to Register for the 2013 Fall DE Training
Click Here to Get Your Money Rules Books from NCUF
Visit the REAL Solutions Impact Center - Click Here
CU Aid - Credit Unions Helping Credit Unions During Disaster
Unite for Good - Working Together for a Shared Credit Union Vision
CU Social Good - find good news stories of credit unions and credit union people being involved in their communities.
BBB Giving Seal
NCUF Meets the Extensive Standards of America’s Most Experienced Charity Evaluator


Top News

Deadline Nears for Wegner Award Nominations


Click Here for the 2014 Wegner Award Nomination BrochureCredit union supporters have until Friday, June 28, 2013 to nominate individuals and organizations for the Herb Wegner Memorial Awards to be presented by the National Credit Union Foundation (NCUF). Winners will be honored at NCUF’s annual awards dinner on February 24, 2014 in conjunction with the Credit Union National Association (CUNA) Governmental Affairs Conference (GAC) in Washington, D.C.

“We encourage everyone in the credit union movement to nominate their best and brightest for what are widely considered the highest national honors in the credit union movement,” said Josie Collins, NCUF Director of Donor Relations and Resource Development. “The NCUF Awards & Recognition Committee added new criteria this year so credit union advocates who’ve made a significant impact locally can also be nominated.”
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Last Chance to Register for Fall 2013 Development Education Training


Click Here to Register for the Fall 2013 DE TrainingThere are now only a few spots left for credit union professionals as registration winds down for the Fall 2013 Credit Union Development Education (DE) training class taking place September 4-11 in Madison, Wis. Attendees of the National Credit Union Foundation’s (NCUF) six-day total immersion experience will learn about credit unions’ social responsibility and domestic and international development through interactive education and professional networking.

“Registration for the training is limited to just 42 attendees, so this is the last chance for a few credit union professionals who would like to attend training this year,” said Lois Kitsch, NCUF’s National Program Director. “You won’t want to miss it as DE Training is one of the most unique and transformative credit union training events offered.”
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Over 80,000 “Money Rules” Books Distributed by NCUF


Since the National Credit Union Foundation (NCUF) announced six months ago that copies of the book “Money Rules: The Simple Path to Lifelong Security” are available, over 80,000 copies have been distributed to credit union members and employees through this special initiative from NCUF.

“Money Rules” by bestselling personal finance author Jean Chatzky contains a set of smart, actionable, engaging rules that, if followed, will allow readers to enjoy a lifetime of financial security and eliminate their stress about money.
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REMINDER: CUNA Mutual Group Invites CUs to go Paperless - Helps Environment & NCUF


Update: Deadline has been extended to June 30th
CUNA Mutual Group is encouraging its credit union customers to sign up for paperless policy delivery to help the environment and raise money for the National Credit Union Foundation.

During May, CUNA Mutual Group will donate $5 to the NCUF for every credit union that signs up for paperless policy delivery. The insurer kicked off the month-long initiative with an email May 1, to all credit union customers.
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Biz Kid$ Receives Three Emmy Nominations


Biz Kid$ has received three Daytime Emmy® Award nominations from the National Academy of Television Arts & Science. The series was nominated in the following categories: Outstanding Achievement in a Single Camera Editing, Outstanding Achievement in Sound Mixing, and Outstanding Achievement in Sound Editing. Awards will be given on June 14, 2013 in Los Angeles, Calif.

Biz Kid$ is the credit union funded public television series that teaches kids about money management and entrepreneurship. Biz Kid$ has now received 13 Emmy nominations in the last five years, winning once in 2009. The Daytime Emmy Awards recognize excellence in American daytime television programming. Emmys are considered the television equivalent to the Academy Awards (for film), Grammy Awards (for music) and Tony Awards (for stage).
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40 CU Professionals Become Certified CU Development Educators (CUDEs)


Forty credit union professionals became 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 May 1-8, 2013 training was held at the Lowell Center on the University of Wisconsin campus in Madison, Wis.

"The DE experience was an opportunity to top off my tank of passion for assisting our members and the communities we serve,” said Spring DE Training attendee Jim Morrell, President/CEO of Peninsula Credit Union in Shelton, Wash. “Through experiential learning, collaboration, and engaging with bright minds from within and around the credit union industry, the program ignites synergy in many different ways. Together CUDEs will drive the passion that our industry needs to ‘Unite for Good’ and continue to benefit millions of credit union members in this country and around the world.”
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2013 DE Workshop Registration Now Open


Alumni of the DE Training program (CUDEs) can come get energized and recharged with fellow DEs from around the country at this year’s exclusive DE Workshop on August 13-15 in Raleigh, North Carolina.

We’ve got great speakers for educational and innovative sessions alongside open forums and panels made up of your peers.
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Biz Kid$ Earns Parents’ Choice Gold Award


Biz Kid$, the credit union funded public television series that teaches kids about money management and entrepreneurship, received a Parent’s Choice Gold Award recently.

The Parents' Choice Gold Awards are given to those books, toys, games, videos, software, magazines, audio recordings, and television programs that are judged as the highest quality, most appealing products in their genre. Criteria for judgments include the highest production standards, universal human values and a unique, individual quality that pushes the product a notch above others.
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News Now: Biz Kid$ Piggy Hunt Teaches Financial Literacy


Josh Allison, relationship development manager at Horizon CU, Spokane, Wash., developed the Biz Kid$ Piggy Hunt, which incorporates materials from the Biz Kids$ financial literacy initiative to engage children and adults. Here, a group of teachers work on the hunt.Biz Kid$, a financial literacy initiative that teaches kids about money and business, is now part of a treasure hunt for financial literacy. The Biz Kid$ Piggy Hunt is a collaboration of Biz Kid$ and Horizon CU of Spokane, Wash.

Josh Allison, relationship development manager at Horizon CU, created the treasure hunt to connect with local schools to spread the message of financial literacy as a way to engage children. Every week clues are left for students to find a hidden piggy bank. The clues lead to teachers, who have Biz Kid$' financial literacy worksheets and assignments for students to complete. When students complete the assignments, they receive the next clue, and continue hunting.
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New Video - Who is the National Credit Union Foundation?



Reality Fair at GAC “Eye-Opening Experience” for Teens


Last week, the National Credit Union Foundation (NCUF) held a Financial Reality Fair in conjunction with the Credit Union National Association (CUNA) Governmental Affairs Conference (GAC) in Washington, DC. A Reality Fair is an interactive financial literacy tool for high school students.

“The Reality Fair was an eye-opening experience for a lot of these teens,” said Tanya Thomson, Art Teacher at Washington Metropolitan High School.

“It feels like the students learned a semester’s worth of meaningful material in just two hours at the Reality Fair,” said Landon Southerly, Math Teacher at Capital City Public Charter School.
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