Professional Development Grant Application

Is there a conference, workshop, online, or self-study course that is relevant to your credit union responsibilities, but your budget could use some help funding the expense? The Foundation’s Professional Development Grants grants fund registration costs associated with training or development opportunities for employees and volunteers that will strengthen their abilities and directly benefit the credit union.

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

Demonstrated and documented need
The potential positive impact the training will have on you,
the credit union, and its members

Please note:

Credit unions will be reimbursed after the event is successfully completed and a grant results report is received.
In many cases, the grant amount awarded will not exceed the registration fee or tuition amount for the conference or program.
Grants must be submitted 30 days or more before the event occurs in order to allow for processing. In rare and extreme situations, exceptions may be made when merited. To request an expedited grant review, you must contact the Foundation immediately upon submitting the application. Grants received prior to the first date of the training session for which you are seeking funding will not be considered.
If applying for InVest48 registration, please limit grant requests to two per credit union, and submit by April 1.

Grant Application

Date of Application*
MM slash DD slash YYYY
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: 50 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.
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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 and Communications E: cclark@ohiocul.org

Professional Development Grant Application

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

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