Professional Development Grant Application

Grant Priorities and Criteria

Purpose: These grants allow credit union employees and volunteers to become more knowledgeable on critical issues affecting their credit unions’ operation and performance.

Eligibility: Grant funds will be provided to credit union personnel and volunteers so they can become more informed. Credit unions are eligible to receive two Professional Development Grants per calendar year. The maximum award will not exceed registration costs for each professional development opportunity. All Professional Development Grant requests are dependent upon funds available.

Applicants must be affiliated with an Ohio-based credit union as an employee or volunteer. If an applicant receives a grant but changes credit unions before the grant has been used, a new application must be completed.

Grants are awarded based on:

Demonstrated need.
Potential positive impact on the credit union.
Applicant’s past involvement in the Credit Union Movement.

Possible Professional Development Grant examples:

Registration for The National Credit Union Foundation Development Education program.
Registration for Ohio Credit Union League’s annual convention.
Annual purchase of America’s Credit Unions Professional Development Online (CPD Online).
Hiring Coopera speaker for credit union staff meeting.

Deadlines:

The Professional Development Grant application cycle will open in November and conclude in February. Grants will be reviewed in March.
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*
Applicant Name*
Credit Union*
Credit Union EIN*
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*
Length of applicant's CU service and positions held*
Title of Program Attending*
Attach information that documents the program’s curriculum and cost.
Event Date(s)*
Event Location*
Program Sponsor*
(i.e. Ohio League, CUNA, or CUES)
Have you registered already?*
Why will this program be valuable?*
Describe your role within the CU*
IN A PARAGRAPH, describe how this program will help your role in the credit union*
How will your credit union and its members benefit from your attendance?*
IN A PARAGRAPH, describe specifically how the elements you mentioned in the previous question will be useful AND what in your credit union they will assist with*
What three educational goals have you set for yourself for this experience?*
IN A PARAGRAPH, describe why each of the above-stated goal is important AND how they will help your credit union.*
How will what you learn be shared with others in your credit union and included in its strategic decisions?*
Program/Registration cost*
Lodging cost*
Transportation cost*
Other cost*
Total Budget*
A detailed budget MUST be attached to your grant application (along with event curriculum and cost detail, if appropriate). The detailed budget should specify which lines items the Foundation grant would cover and which the credit union and other community partners will fund.
CU Funding Contribution*
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?*
Attachment
Max. file size: 256 MB.

Attach information that documents the program’s curriculum and cost. Additionally, please provide documentation and cost for other expenses to be covered by the Foundation.
CAPTCHA

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

Professional Development Grant Application

Grant Priorities and Criteria

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