William A. Herring Social Responsibility Grant Application

This grant funds opportunities such as:

Providing financial services to economically-depressed or underserved communities
Projects that improve the quality of life for low- to moderate-income families
Programs and events focused on affordable housing opportunities, financial services, and community activities that enhance the positive image of credit unions
Assistance for newly-chartered credit unions
Support for Community Development Credit Unions (CDCUs), Community Development Financial Institutions (CDFIs), and Low-Income Designated 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*
Approved Initiative*
If applicable, has this initiative been approved by your state or federal regulator?
In detailed paragraphs, describe what this grant will help fund*
What does “social responsibility” mean to you?*
Project/program dates or timeframe*
Why are you undertaking the project/program, and how does it meet community needs?*
How will this project/program benefit individuals and strengthen the community(ies) the credit union services?*
What is the target demographic?
How will lives be impacted, and how many people will you reach?*
Share specific program goals and what results your credit union is trying to achieve.
What metrics will you use to define success of the project/program?*
What strategies and resources will you use to meaningfully engage your audience and make a difference in their lives?*
What other outreach or mission-driven goals does your credit union have in progress to improve people’s financial lives, and how does this initiative dovetail with them?*
How can this project/program be replicated by other credit unions across Ohio?*
Briefly describe the history of your organization, with an overview of current priorities and programs*
How will the project or program be maintained/supported at the conclusion of the funding cycle?
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.
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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

William A. Herring Social Responsibility Grant Application

This grant funds opportunities such as:

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