enriching the lives of children in the carolinas 21 years
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Enriching the Lives of Children in the Carolinas 21 years of Credit Union Philanthropy Our History August 1993 Began as the North Carolina Credit Union Foundation, Inc. Spring 2001 SCCUL discusses beginning a Disaster Relief Fund


  1. Enriching the Lives of Children in the Carolinas… 21 years of Credit Union Philanthropy

  2. Our History  August 1993 – Began as the North Carolina Credit Union Foundation, Inc.  Spring 2001 – SCCUL discusses beginning a Disaster Relief Fund with the NCCUF  September 2001 – NCCUF becomes Carolinas Credit Union Foundation, Inc.

  3. Our Vision and Mission Vision – Enriching the lives of children in the Carolinas Mission – Achieving our Vision through grants and programs that promote education, physical well ‐ being, and strengthening of families

  4. Our Multi ‐ State Focus Projects  Duke Pediatric Bone Marrow Research Laboratory  2002 ‐ Present: Victory Junction Camp  Prevent Child Abuse  Micro ‐ Community Grants  Credit Unions 4 Kids  2012 ‐ 2014 CMN Children’s Hospital Project  CCUF Greenville Health Systems Children's Hospital Project  Given over $4 Million since the Foundation’s inception

  5. Our Operational Focus Areas  Scholarships  Professional Development For Credit Union Staff & Volunteers  Disaster Relief for Credit Union Communities  Providing adequate resources for CCUF operations  Awards Programs for the Carolinas Credit Union League

  6. Fundraising ($250,000 goal)  Annual Dues Drive  Individual Contributions – “ Friendraisers ”  Chapter/Credit Union Fundraisers  Thistle Dhu Golf Tournament  Charlotte Hornets #CCUHornetsNight  Credit Union Direct Contributions  Community Investment Fund and Charitable Donation Accounts  Memorials and Honorariums  3 rd Party Contract Negotiations  Shop Amazon Smile

  7. Foundation Grants  Grant Categories  KidsFirst Grants  HelpSource Grants  Scholar Vision Funds  Community Aid Program

  8. Professional Development  Training Grants to Credit Unions  Sponsorship of League and FCCCU Training Events and Conferences  Chapter Training Grants Reality & Retirement Fairs, Speakers, etc.  Credit Union Development Educator Training  REAL Solutions

  9. Disaster Relief to Credit Union Communities: Phase I  Grants of up to $500  CU staff to assist with immediate needs  Up to 60 days after disaster

  10. Disaster Relief to Credit Union Communities: Phase II  CU staff who have significant needs such as losing home  Range from $1,500 ‐ $5,000  Beginning 90 days after disaster  Foundation issues a call through CEOs

  11. Disaster Relief to Credit Union Communities: Phase III  Follow ‐ up with CU staff who suffered catastrophic loss and are still in need of assistance  Foundation issues a call through CEOs  Only if funds are available after Phase II

  12. Financial Education  Financial Education Grants support credit union community outreach programs, credit union members, youth, and families in North and South Carolina!  Community Grants ‐ Local CU Partnerships  BizKid$ PBS Financial Literacy Series  FiCEP Program  Junior Achievement  Consumer Credit Counseling Services  Consumer Financial Protection Bureau

  13. Financial Education BizKid$  Award winning TV series  Free classroom curriculum  Outreach activities  Monthly online newsletter targeting children 9 – 16 years old  NCUF responsible for fundraising, outreach and administrative responsibilities  Offering free Train the Trainers to CUs, community, organizations, and schools/districts  5 seasons  65 episodes  Box set DVDs available  www.bizkids.com

  14. Financial Education NEFE HSFPP  Turnkey financial literacy program specifically focused on basic personal finance skills that are relevant to the lives of pre ‐ teens, teens, and young adults  Six module topics  Promoted NEFE HSFPP among CUs since 2001  Offering free Train the Trainers to CUs, community, organizations, and schools/districts  Approved by TEA and SBOE  Revised in 2007 and 2012  www.hsfpp.org

  15. Financial Education Reality Fairs/CU 4 Reality  Endorsed by America’s CU Museum  A REAL Solutions program in the Carolinas, sponsored by CCUF  Begins with classroom instruction  Ends with a fun and exciting simulation of spending & budgeting based on career choices & lifestyle choices  REAL Solutions CUs: Fee is $50 for the full training package and materials

  16. Financial Education National Endowment for Financial Education  Financial Education Workshop Kits  College Series  Children with Disabilities  Dealing with Debt  Addiction  Transitional Housing  Family Money Skills  Military Personnel  General Financial Education  Low Income

  17. Financial Education National Endowment for Financial Education  Retirement TLC  SmartAboutMoney.org  Disaster Planning Guide (disasters & financial planning)  MyRetirementPaycheck.org  OnYourOwn.org (young adults sharing real lessons learned)  CashCourse.org (students preparing financially for college)  Spendster.org

  18. Financial Education Retirement Fairs  NCUF, REAL Solutions, CUNA Mutual Group  Fair designed to have people think more carefully about the type of lifestyle they would like to pursue in retirement  Seven lifestyle booths  REAL Solutions CUS – no fee to hold fair, only shipping costs  Chapter with at least one RS CU – no fee, only shipping  Non REAL Solutions CUs ‐ $500 fee to utilize materials

  19. “ Financial Fitness Day ” April, 2015 Purpose:  To raise awareness of credit unions ’ financial education activities and importance of financial education  Raise funds for the National CU Foundation and state CU foundations in support of their financial education initiatives financialfitnessday.com

  20. “ Financial Fitness Day ” April, 2015 Basic Standards for CUs to Participate: Credit unions participating in this campaign would hold a fundraiser on a designated day in April of 2015:  Jeans or Casual Day for staff  Bake Sale for staff and/or members  Deduct or Donate a Buck – Ask staff and/or members to consider a voluntary contribution of $1 or more either in cash as they complete their transaction and/or deducting from their checking or savings account as often as they choose

  21. “ Financial Fitness Day ” April, 2015 Key Players:  NCUF – develop and coordinate campaign materials, outreach and fundraising. Collect donations and pledges.  Leagues/Foundations – promote campaign to member credit unions to get as many as possible to participate in the campaign.  Credit Unions – market the campaign to staff. Internal contests are encouraged to raise donations and number of pledges. Send pledges and donations to NCUF. All monies are split with respective Foundations.

  22. YOUR Goals… YOUR Growth… YOUR Foundation

  23. Special Preview ‐ Coming In 2015! Carolinas Credit Union Foundation VJ Outreach Program

  24. Not Just #GivingTuesday Thank you every day!!

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