Financial Education Grant Application

Grant Priorities and Criteria

Purpose: These grants enable credit unions or Credit Union Outreach Alliances to implement programs that provide financial education to their communities, members, local schools, or other diverse populations.

Eligibility: Grant funds will be provided to credit unions or Credit Union Outreach Alliances that complete grant proposals focusing on financial literacy programs.

Grants can fund the implementation of various financial initiatives, including programs that offer budgeting, saving, investing, credit management, and other essential financial topics to community members; initiatives that collaborate with local schools; or projects aimed at developing or enhancing online resources, apps, or educational websites to reach a broader audience with financial literacy content.

Grant funds may cover expenses such as speaker costs, program materials, technology infrastructure, evaluation and reporting, and other relevant expenses directly related to the implementation of financial education initiatives.

Grants are awarded based on:

Measurable impact on the community.
Innovation with the potential for replication.
A meaningful contribution by the credit union (direct/indirect resources).
Sustainability and self-sufficiency of the project.

Possible Financial Education Grant examples:

Student-run credit union start-up supplies
Zogo annual licensing fee
Financial reality fairs
Credit-building classes for community members recovering from addiction.
Budgeting series for young adults aging out of the foster care system.

Deadlines:

The Financial Education Grant application cycle will open in April and conclude in October. Grants will be reviewed in June and November.
Grants that are unclaimed 60 days after their closing date will be automatically closed, and all outstanding grant funds will be returned to the Foundation.

Grant Application

Date of Application*
Credit Union/Group/Alliance applying*
EIN/Tax-ID Number*
Applicant Name*
Grant Request Contact, if different
Title*
Phone, with extension*
Email*
CU CEO/President*
Credit Union Address*
Street Address Address Line 2 City State ZIP / Postal Code
Asset Size*
Number of Employees*
Number of Members*
Field of Membership*
Approved Initiative*
If applicable, has this initiative been approved by your state or federal regulator?
Briefly describe the history of your organization, with an overview of current priorities and programs*
Project/program title*
Project/program dates or timeframe*
Brief summary of your financial education initiative*
2-3 sentences
Who is the target audience for this project/program?*
e.g., youth, low-income adults, students, seniors, etc.
What specific financial education topic(s) will the program/project address?*
e.g., budgeting, saving, credit, investing, etc.
Is this a new program, an expansion, or an enhancement of an existing effort?*
What are the key goals and objectives of this project/program?*
Describe your project’s focus and intended impact
What activities or strategies will you implement to achieve these goals?*
Please include a timeline
What delivery methods will you use?*
e.g., in-person sessions, school partnerships, webinars, mobile app, printed materials, etc.
How will this project/program make a measurable impact on the participants or community?*
How many people do you anticipate reaching, and what are their demographics?*
What data, metrics, or evidence will you use to evaluate success of the project/program?*
e.g., pre/post surveys, participant feedback, usage data, etc.
What resources will your organization contribute to this project?*
Staff, space, technology, etc.
Do you have any partnerships with schools, nonprofits, or other local organizations that will support this project?*
Please list and describe their role
Please upload a detailed project/program budget, including a breakdown of how grant funds will be used.
Max. file size: 256 MB.
How will the project or program be maintained/supported at the conclusion of the funding cycle?*
Total Project Budget*
Credit Union Funding Contribution*
Funding from other sources*
Funding you're requesting from Foundation*
Specifically, why does your CU need this grant funding assistance?*
Additional Supporting Documentation
e.g., speaker profiles, program materials, sample curriculum, evaluation forms, marketing materials, etc.
Max. file size: 256 MB.
Authorization*
By typing the name of your supervisor/manager/CEO, you attest that they consent to you applying for an OCUF grant.
Outside of this Foundation grant request, how else can the League’s staff be of assistance to your credit union?*
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OCUF Funding Recognition

Successful applicants must mention the Ohio Credit Union Foundation as having provided grant funding in all press releases, news stories, articles, interviews, and website references. A suggested credit line is the following: “[Your Credit Union Name] received funding through a grant from the Ohio Credit Union Foundation.” Copies of the above materials must be provided to the OCUF.

Katie Matney Director, Development E: kmatney@ohiocul.org

Kimberly Connor Executive Director E: kconnor@ohiocul.org

Grant Priorities and Criteria

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