Financial Education Grant Application

These grant applications are evaluated based on your ability to present:

Demonstrated and documented need
A meaningful contribution (direct or indirect financial and/or resources) to the project by the credit union
Active participation in the project by the credit union
Measurable impact on your target audience
Innovation with the potential for replication by other credit unions

Please note:

Credit unions or CU Outreach Alliances will be reimbursed after the event is successfully completed and a grant results report is received.
Funds may not be used as a cash donation to a third party.

Grant Application

Date of Application*
MM slash DD slash YYYY
Credit Union/Group/Alliance applying*
EIN/Tax-ID Number*
Applicant Name*
Grant Request Contact, if different*
Title*
Phone, with extension*
E-Mail*
CU CEO/President*
CU Address*
Street Address Address Line 2 City State ZIP / Postal Code
Asset Size*
Number of Employees*
Number of Members*
Field of Membership*
Describe what financial education idea, project, or program the initiative will help fund*
List dates or duration for the project or program*
What will the program/project accomplish?*
Describe the need that this grant helps fulfill*
Describe the measurable impact you expect*
What is the target age group?*
Resources*
What resources will you use to make financial education meaningful and engaging for your audience?
Other Outreach*
How does this initiative fit with other outreach or mission-driven goals your credit union has in progress to improve people’s financial lives?
How can this idea, project, or program be replicated by other credit unions?
If applicable, has this initiative been approved by your state or federal regulator?*
Total Project Budget*
CU Funding Contribution*
Funding from other sources*
Funding you're requesting from Foundation*
Specifically, why does your CU need this grant funding assistance?*
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?*
File
Max. file size: 50 MB.
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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.

Christy Clark Director, Member Success E: cclark@ohiocul.org

These grant applications are evaluated based on your ability to present:

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