Best practices and actionable insights to support your financial well-being for all strategy
Case Studies class="wrapper">

Case Studies

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Couple working with credit union employee on financial plan

Focusing on low-income financial well-being as a growth strategy

The National Credit Union Foundation partnered with Astera Credit Union to share how they placed financial well-being for low-income members at the heart of their strategy—and grew as a result. […] Read More »

Side Effects

Side Effects™

Over seven installments, this multimedia series explores the financial crisis of cancer and how credit unions can help. Introduction: Learn more about the documentary series dedicated to shedding light on […] Read More »

Financial well-being as an organizational goal

Financial well-being as an organizational goal

The National Credit Union Foundation partnered with SESLOC FCU to document their effective approach to creating enterprise-wide financial well-being goals. Video 1: Improving employee financial well-being In 2021, California’s SESLOC Federal […] Read More »

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Research Briefs

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Start at Home grant report

Start at Home: Opportunities to improve credit union employees’ financial well-being

A National Credit Union Foundation research grant showed that statistically significant changes to financial behaviors can be achieved through interventions as simple as a prompting emails. determine if encouraging employees […] Read More »

Health and financial well-being white paper

Health and financial well-being: two good things that go better together

This white paper explores how health and financial well-being are intrinsically linked and the opportunities for a collaborative health and financial well-being model. Explore opportunities for greater partnership between credit […] Read More »

Financial well-being quick start guide

Putting financial well-being for all into practice

The National Credit Union Foundation partnered with Filene Research Institute to help credit unions launch, enhance or improve their financial well-being program. Overview: Over the past several years, the National Credit […] Read More »

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Event Task Force

Maximize your event investment

“How are we making an impact in people’s lives?” is a question asked daily at credit unions, and one that drove two State Foundations to develop Financial Well-being Task Forces. […] Read More »

Exploring Our Values

Exploring Our Values online learning

Values are what guide us to make good business decisions in the best interest of our members, our employees, and organizations. The Exploring Our Values learning resource helps you reflect on […] Read More »

Empathy Resource

Putting empathy into action

The National Credit Union Foundation provides system-leading training and workshops to help credit unions infuse empathy into their business practices. This handy printout provides five tips to help practice empathy […] Read More »

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Start at Home webinar

Start at Home panel webinar

Leaders from Alabama Credit Union, Credit Human, Educational Employees Credit Union and research partners at Duke University’s Common Cents Lab and the University of Southern California discuss the Foundation’s Start at […] Read More »

Foundation Field Notes

Foundation Field Notes

In this series, the National Credit Union Foundation’s Executive Director, Gigi Hyland, meets with leaders across the credit union movement to explore how we can improve financial well-being for all. […] Read More »

Financial well-being webinar

Financial well-being strategies in action

The National Credit Union Foundation partnered with Filene Research Institute to deliver a webinar on putting financial well-being into practice. A powerhouse panel of credit union leaders discussed their respective […] Read More »