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
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
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
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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 Lee Butke, President/CEO of Corporate One FCU in Columbus, Ohio has joined the board of directors of the National Credit Union Foundation (NCUF). Butke joined the board at NCUF’s board meeting on January 24, 2012 in Scottsdale, Ariz. and is the new Association of Corporate Credit Unions (ACCU) representative on the board.
The Foundation board also voted to update NCUF’s logo tagline and mission statement, as well as its annual grant process going forward.
“I’m deeply honored to join the board of directors of the esteemed National Credit Union Foundation,” said Butke. “The NCUF embodies what differentiates our industry from others and puts the ‘people helping people’ philosophy to work in very real and everyday situations through proven, effective programming, grants and relief. I look forward to contributing to this mission through my work on the board.” |
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 Registration is now open for the Fall 2012 Credit Union Development Education (DE) training class taking place September 6-13 in Madison, Wis. Attendees of the six-day total immersion experience will learn about credit unions’ social responsibility and domestic and international development through interactive education and professional networking.
After attending the last training in April of 2011, Amy McLard, Vice President of Federal Legislative Affairs at the Missouri Credit Union Association in St. Louis, Mo. said, “DE training allowed me to meet with people from all across the country who are committed to serving credit unions in their communities, enjoy unique experiences, learn a lot, and come back with great ideas to incorporate the credit union philosophy into everything we do for our members.” |
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 With the help of Montana Credit Unions for Community Development (MCUCD), credit unions in the state have embarked on a new program that will give their members access to both certified financial counselors and financial coaches.
 With the help of a Financial Education Grant from the National Credit Union Foundation (NCUF) and a grant from U.S. Department of Agriculture, MCUCD has established a unique program offering Montana credit unions an affordable avenue to have one or more staff members become trained financial counselors and/or coaches. In the past seven months alone, professionals from 14 of Montana’s 57 credit unions completed training. And that’s just the start. |
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 For the first time, credit unions now have quantitative data to illustrate how the credit union movement is making a difference through financial education and counseling. The National Credit Union Foundation (NCUF) through its REAL Solutions™ program just released a free online report entitled “Credit Unions: Focused on Financial Capability Across the Nation,” which is the result of an almost yearlong data collection effort by NCUF with the help of state credit union leagues.
In an effort to help the credit union community understand the depth and breadth of existing programs, NCUF and REAL Solutions conducted a comprehensive national study of credit-union provided member and consumer financial education and counseling. The data derived from this study will be useful to state leagues/associations and the broader credit union industry because it quantifies the extent to which credit unions are providing opportunities for members/consumers to advance their financial knowledge and decision-making skills. |
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 Credit unions are invited to register for a free webinar from MEMBERS Trust Company - "NCUF Charitable Lead Trust - A Charitable Investment to Match Your Charitable Intent." The 20-minute webinar will be held February 2, 2012 at 3:30 CT (1:30 PT | 4:30 PM ET).
Webinar participants will get a chance to hear more about the new Charitable Lead Trust Community Investment Fund (CIF) option from Tom Walker, President and CEO, and Jason Ritzenthaler, CFA, CTFA - Vice President, Trust & Investments, of MEMBERS Trust Company. |
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 Three credit unions have collectively donated $1 million to help nationally underwrite Biz Kid$. These unprecedented large donations were made by BECU in Tukwila, Wash., State Employees’ Credit Union (SECU) in Raleigh, N.C., and SchoolsFirst Federal Credit Union in Santa Ana, Calif. Biz Kid$ is the Emmy Award winning and credit union funded public television series that teaches kids about money management and entrepreneurship.
The National Credit Union Foundation (NCUF) oversees fundraising, outreach and administrative responsibilities of Biz Kid$ and is currently fundraising to achieve full funding for the fifth season, which will also put Biz Kid$ into syndication. |
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 This Op-ed piece originally appeared in the 12/14/11 issue of the Credit Union Times: It should come as no surprise that financial education is critical and sorely-needed.
A survey from The Hartford Financial Services Group found that more than three-quarters of students report that they wish they had more help preparing for their personal finances. Unfortunately, some educators are not providing a financial education course and may be unprepared to teach the subject, according to a report from the Financial Literacy and Education Commission. As a result, many lack the confidence to teach it to students.
That’s where Biz Kid$ comes in. Credit unions have long supported financial education. It’s even part of the credit union philosophy and one of the cooperative principles. It’s what we do and also a great differentiator. Supporting and teaching Biz Kid$ is a great way for credit unions to make an impact. |
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 In an alliance with MEMBERS Trust Company, FSB, the National Credit Union Foundation (NCUF) has expanded its Community Investment Fund (CIF) options to include a Charitable Lead Trust, commonly used by foundations across the country. CIF is a way for credit unions to participate in and support the programs and grants that NCUF and the state credit union foundations (SCUFs) provide.
With the new Charitable Lead Trust option, NCUF will receive annual payments calculated as a percentage of the market value of the assets held in the trust for a three- to five-year period. Unless donor credit union elects to renew the trust at the end of this payout period, the remaining assets in the trust will be returned to the credit union. |
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