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OCUF
celebrates 10 years of proudly supporting CUs
 The
Ohio Credit Union Foundation is celebrating 10 years of
grantmaking in 2008 with a new information-filled Web
site, updated grant applications, and a grant award
notification cycle. The Foundation’s Web site has been
re-designed and features detailed descriptions of grant
and outreach opportunities, ideas and best practices, and how
to support OCUF through contributions and investments in
the Community Investment Fund. Read testimonials from
credit unions about how grants have helped them and their
communities, and see photos of Foundation grants at work
through outreach and financial education initiatives.
Grant applications have been overhauled to be more
convenient and easier to use. A new financial education
grant application has been added to accommodate credit unions
providing financial education to their members and
communities. The applications are conveniently available
as Word documents and .PDFs on the Foundation’s Web site.
The implementation of grantmaking cycles was
necessary to ensure timely processing of the increasing
numbers of applications being received by the Foundation.
In 1998, the Foundation's first year of grantmaking, $49,282
was awarded to credit unions for professional development,
outreach, and disaster relief. In 2007, it awarded
$210,000 in grantmaking. Grant applications will be accepted
throughout the year, but notification of awards will occur
on a quarterly basis.
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OCUF grant awards notification
cycles |
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Application submitted: |
Notification by : |
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Dec.
15 (of previous year) – March 31 |
April
30 |
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April
1 – June 30 |
July
31 |
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July
1 – Sept. 30 |
Oct.
31 |
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Oct.
1 – Dec. 15 |
Jan.
15 |
The Foundation’s 10-year anniversary will be
celebrated throughout 2008, including at the Ohio Credit
Union System ZENITH08, April 24-25, in Columbus.
Check out the new Foundation Web site at the link below
http://www.ohiocreditunions.org/Foundation.htm
Ohio CU Foundation is
funding leader of Biz Kid$ TV show
 The
Ohio Credit Union Foundation (OCUF) recently became the
third highest contributor to Biz Kid$, a half-hour Public
Broadcasting Service (PBS) television series about
financial literacy and entrepreneurship sponsored by
America’s Credit Unions. Last week, the OCUF Board of
Trustees granted an additional $30,000 to the Biz Kid$
initiative, bringing the total to $60,000. All of Ohio’s
nine PBS stations are airing the show for upper elementary
and middle schools kids. Each episode includes companion
classroom curriculum materials designed by Junior
Achievement that can be used by teachers, parents, or
volunteers. “Biz Kid$ is terrific!” said Kathy Kanipe,
chair of OCUF and CEO of Parish FCU. “I encourage all Ohio
credit unions to check out the TV program and the
corresponding curriculum. Credit unions should be major
players in taking Biz Kid$ into classrooms across Ohio and
making educators aware of this tremendous resource.”
Presently, 132 credit unions, foundations, leagues, and
partners have paid $2.6 million for national underwriting
of each of the two seasons’ production, promotion, Web
site development and maintenance, and curriculum
development. For more information about Biz Kid$, air
times for your local PBS station, and financial education,
visit the link below.
Your credit union can gain exposure by sponsoring Biz Kid$
on your local Public Broadcasting Service (PBS) station.
Ohio Credit Union League Director of Media Relations
Patrick Harris suggests that credit unions and chapters
consider partnering and sharing the costs, which can vary
from station to station. Spread the word about Biz Kid$
within your credit union with customizable marketing
materials available on the National Credit Union
Foundation’s Web site. A digital and print brochure,
flyer, postcard, poster, and statement stuffer are
available. Contact Harris at (800) 486-2917 or
pharris@ohiocul.org if you’re interested in sponsoring
Biz Kid$ or would like assistance coordinating
sponsorships with PBS stations.
www.moneyandstuff.info
Take the
money and do good
Is your
credit union taking advantage of the Ohio Credit Union
Foundation's grant dollars? In 2008, the Foundation will
grant $250,000 to Ohio credit unions for financial
education, professional
development, disaster relief, and community outreach initiatives. If your credit union is
thinking about starting or expanding its outreach programs,
going into your local schools with MoneyAndStuff,
or if your staff or volunteers need professional
development, you may be eligible for an OCUF grant. The Foundation is funded by credit unions' and
individuals’ generous donations, and investments in the
National Credit Union Foundation’s Community Investment
Fund. Please visit the link below for more information.
http://www.ohiocreditunions.org/Foundation.htm
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2007 Grants According to Chapter |
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In 2007,
the Ohio Credit Union Foundation granted $210,000.
The following chart shows the distribution of
those grant funds by chapter. "Other"
includes grants to
the National Credit Union Foundation for victims of
the California wildfires, World Council
of Credit Unions for disaster relief, five statewide scholarship winners,
Ohio Treasurer’s Office for the Women and Money
program, and Washington CU
Foundation for Biz Kid$. |
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Volunteers needed for Foundation liaison program
Openings
are available for credit union leaders to serve as their
chapter’s 2008 Ohio Credit Union Foundation Liaison. This
position serves an important role in the communication between
the Foundation and Ohio’s credit unions. Liaisons meet on
a bi-monthly basis via conference call to discuss the
philanthropic efforts of the Foundation. Additionally,
each Liaison will receive monthly Foundation and Ohio Credit Union League updates to share with their chapters.
Openings are available in the Lake Erie, Miami Valley,
North Central, South Central, and Summit Chapters. The
Foundation wishes to acknowledge and thank the individuals
who have volunteered to represent their chapter as a 2008
Foundation Liaison. If you are interested in assisting
your chapter and the Foundation, contact League Outreach
Manager Laura Busque at (800) 486-2917 or
lbusque@ohiocul.org for more information.
Butler Chapter
Michael Cooper
AurGroup Financial CU |
Central
Ohio Chapter
Tara Neiswonger
MidState Educators CU |
Cincinnati Chapter
Karen Riel
Classic FCU |
Cleveland Chapter
Julie Gee
Community United CU |
Lake Erie Chapter
OPEN |
Mahoning Valley Chapter
Barbara Delauter
Ohio Edison/
Penn Power CU |
Miami Valley Chapter
OPEN |
North Central Chapter
OPEN |
Northeast Chapter
Barbara Sopko
Bailey Controls FCU |
Northwest Chapter
Patricia DeCesare
Toledo Area Comm. CU |
Ohio Valley Chapter
Marsha Leasure
Southeastern Ohio CU |
South Central Chapter
OPEN |
Stark County Chapter
Deborah Hartke
Superior Savings CU |
Summit Chapter
OPEN |
Western Buckeye Chapter
Kim Colasanti
Superior FCU |
MAS
media tour continues rolling along,
Planning for second round underway
To date,
the MoneyAndStuff media tour has covered seven of the
largest media markets in the state, and Dayton and
Columbus area events are planned for the coming weeks. The
majority of the media events have garnered print, radio,
and television coverage in their respective areas.
Additionally, local credit union leaders have appeared on
mid-day television news programs and local morning radio
shows in support of the financial education initiative
that provides free resources for teachers, parents, and
kids. Visit the MoneyAndStuff.info pressroom for a
sampling of the media coverage the tour has received.
In the coming weeks, events announcing MoneyAndStuff to
the public and media will be hosted in Dayton,
Springfield, and Columbus. The Columbus event will
feature two events: a news conference at the Ohio
Statehouse for legislators and political news
correspondents; and a news conference at a Columbus-area
school for local broadcast media outlets.
The Ohio Credit Union League will
be seeking locations in other markets to host
a second round of MoneyAndStuff media events. Target
markets include Athens,
Ashtabula, Cambridge, Chillicothe, Findlay, Mansfield,
Marietta, Marion, and Steubenville. Credit unions in these
areas that are working with local schools and would like
to help host an event should contact League Director of
Media Relations Patrick Harris at (800) 486-2917 or
pharris@ohiocul.org.
As MoneyAndStuff successes stories occur at the local
level, please inform the League so your efforts can be
shared with the media and other credit unions. Success
stories can include implementing the program in your local
schools, positive interaction with membership and their
children, promoting the initiative locally, and positive
response from your community. E-mail your stories to
League Outreach Manager Laura Busque at
lbusque@ohiocul.org or Patrick Harris.
http://moneyandstuff.info/pressroom.htm
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With
assistance from a Hamilton Freshman School student,
League VP of Public Affairs Becky Hart provides the
audience with a tour of MoneyAndStuff.info's
resources, games, and activities.
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Students
of Hamilton Freshman School listen closely as Ohio
credit union leaders and school officials talk about
the importance of financial life skills.
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Ohio
credit union leaders, and school officials fill a
fourth grade classroom at Oyler Elementary School in Cincinnati
to unveil MoneyAndStuff to the students.
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Congressman Steve Chabot (R-Cincinnati) encourages
students of Oyler Elementary School in Cincinnati to make use
of MoneyAndStuff's resources. |
Marching
Miles: Sign up and help a worthy cause
Fundraising
for the 2008 Ohio Credit Unions: Marching Miles for
Miracle Kids is underway and hopes to raise $100,000 for
the Children’s Miracle Network. Throughout April, credit
union leaders will march more than 191 miles from Toledo
to the Ohio Credit Union System ZENITH08 in
Columbus. Daily 10-mile
marches will take place from April 6-24, and many
legs begin and/or end at a credit union.
Credit union staff, volunteers, and members can become
involved in the fundraising walk-a-thon in two ways – as March walkers or contributors. Those interested in marching
can register online and create a personal fundraising Web
page describing their motivation for marching and
fundraising goals, and utilize a free e-mail tool to
solicit donations. The primary fundraising mechanism is
the Marching Miles Web site and donations made online are
given to the children’s hospital located within the
contributor’s region of the state.
Credit unions can take advantage of the online fundraising
tool by creating their own account and featuring it on their
homepage. Credit unions can also participate as sponsors, which
help finance the underwriting costs of the event. To
date, the fundraising efforts have earned $11,120 from 172
donors. Visit the link below to view the day-to-day
schedule, sign-up as a marcher, or to contribute.
http://www.marchingmiles.com/
Openings
still available for April CUDE program
Spots to
participate in the National Credit Union Foundation’s
Credit Union Development Education (DE) Program, April
3-9, are still available. DE is an innovative learning
experience that focuses on the relevance of “People
Helping People.” Participants leave with a clear
understanding of the unique ability credit unions have to
improve the lives of people on a local, national, and
global level. If you cannot make the April DE Program in
Madison, WI,
consider placing your name on the waiting list for the
Aug. 14-20 session in Washington state. Visit the National Credit Union
Foundation’s (NCUF) Web site at the link below for more
information or to register. Professional development
grants from the Ohio Credit Union Foundation and NCUF may
be available to assist you with the expenses
associated with attending the DE Program. Contact League
Outreach Manager Laura Busque at (800) 486-2917 or
lbusque@ohiocul.org for more information.
http://www.ncuf.coop/ |
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Cutting-edge
outreach initiatives from around the U.S.
Financial education -- a core plank in the credit union
mission -- is an important endeavor that credit
unions throughout the nation are embarking upon. The
following programs have received national recognition
for their innovativeness, impact, and community collaboration.
Oregon State University Federal Credit
Union,
in Corvallis, Oregon, has youth programs for children and
teens that provide education partnership grants, support
National Endowment for Financial Education (NEFE) materials
for middle and high schools, provide classroom presentations,
and offer two internships. The credit union’s efforts exposed
nearly 3,000 students to financial education in one year.
Oregon State University FCU also provides financial education
classes at area schools that serve a large population of
at-risk youth. Programs offered include checking account
management, identity theft management, household budgeting,
and credit card use. The credit union also participated in job
fairs and college student orientation programs to ensure that
students have the information needed to live a financially fit
lifestyle.
Sonoma County Grange Credit Union
in Santa Rosa, California, embarked upon a county-wide
effort to expose high school student to the NEFE High School
Financial Planning Program curriculum and guest speakers from
the financial world. The credit union collaborated with Sonoma
County 4-H to present "Let's Talk Money," an 18-hour class
held in six three-hour sessions. Future plans include working
with district administrators to create high school graduation
credits for the 4-H project. The credit union's financial education efforts
are not limited to high school students. It also participates
in an educational fair that reaches 4,000 elementary school
students each year. To strengthen the credit union’s
partnership with Sonoma County 4-H, it offers a zero-interest
loan program for 4-H and Future Farmers of America (FFA)
projects, and awards $50 share accounts to winners of 4-H Gold
Stars and FFA Proficiency Awards.
Virginia Beach Schools Federal Credit
Union’s
financial education efforts focus on promoting the NEFE
program and teacher education. The credit union offers a
monthly electronic newsletter to teachers that keeps them
apprised of financial education trends and available
resources. Monthly seminars on financial skills are held for
teachers and the public. Teachers who attend the seminars earn continuing education points and received classroom
materials. In addition to educating teachers, the credit union
offers "behind the scene" tours to students, classroom
presentations, and two Web-based financial education programs.
Upcoming
educational scholarship opportunities
Professional and volunteer development is not just for credit
unions with large training budgets. Federal and state
regulations require credit unions to provide for the education
and training needs of their directors, committee members, senior
management, and employees. Professional development
scholarship grants are available through the Ohio Credit Union
Foundation (OCUF), and every credit union is encouraged to
take advantage of opportunities to enhance member service,
increase employee knowledge, and improve the bottom line.
Grants are awarded based on need, and can be used for an array of educational programs,
including conferences, seminars, workshops, Webinars, eSchools,
and self-study programs. If you are interested in applying for
a grant, visit the Foundation Web site at the link below for
applications and information, or contact League Outreach
Manager Laura Busque at (800) 486-2917 or
lbusque@ohiocul.org.
http://www.ohiocreditunions.org/Foundation.htm
The following
are upcoming professional and volunteer development
opportunities:
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Ohio
Credit Union System ZENITH08
April
24-25 – Columbus, OH
ZENITH08
has one purpose -- to be the most relevant,
inspiration-filled, and worthwhile event you attend all
year. This year’s ZENITH is filled with the newest concepts
cresting the edge of awareness, insight into the future of
credit unions, and ideas for modernizing your business
plan.
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CUNA
Regulatory Compliance School: Introduction and Update
April
27-May 2 – Atlanta, GA
Attendees
will receive a complete set of six Credit Union National
Association Regulatory Compliance Training &
Certification Program Level 2 modules for use as ongoing
reference guides. Testing is also available for students
interested in achieving the designation of Credit Union
Compliance Expert (CUCE).
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OCUL
Regulatory Compliance Conference
May 14-15
– Dublin, OH
Stay
up-to-date with compliance information and hear from
industry experts on compliance challenges they see facing
credit unions today.
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CUNA
Marketing Management School: Part I, II & III
June 8-13
– Seattle, WA
Discover
ways to take a fresh approach in your marketing efforts --
from strategies, to research, to implementation.
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CUNA
Strategic Planning Institute
June
27-29 – New York, NY
Learn how
to develop and implement a plan to ensure your credit
union thrives in these competitive times. This unique
program helps you meet the challenges of growing member
expectations.
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2008
America’s Credit Union Conference & Expo
June
29-July 2 – New York, NY
Today’s
credit union innovators share how to put best practices to
work in your credit union.
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2008
National Youth Involvement Board (NYIB) Annual Conference
July
28-31 – Las Vegas, NV
Get the
resources you need to teach young people good money
management skills. Take home valuable insight into
marketing to young people from professionals experienced
in youth outreach, age-appropriate services, and
leadership development.
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CUNA
Economics & Investments Conference
August
3-6 – Chicago, IL
Understand the forces shaping the economy and gain
practical ideas for managing your credit union's
investments. Attendees will develop insights into how
opportunities and risks in the current economic
environment will affect doing business.
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NCUF
Development Education (DE) Training
August 14-20 – Seattle,
WA
The
interactive six-day class held on Bainbridge Island focuses
on cooperative principles, social impact, and utilizing
the credit union uniqueness as a competitive advantage. |
Grants Spotlight
Professional Development:
Jason Parkins of Millstream Area Credit Union received an Ohio
Credit Union Foundation (OCUF) professional development grant
to attend the National Credit Union Foundation’s Development
Education Training, April 3-9, in Madison, WI. The grant will
provide Parkins with an opportunity to experience the
relevance of People Helping People at an innovative level.
He is looking forward to “experiencing this life-changing
event and excited about using the Development Education
principals when serving credit union members.”
Outreach:
A credit union outreach committee in the Greater Toledo Area
has received an outreach grant to assist with the development
of the Latino Community Credit Union. The grant funds will be
used to secure a professional grant writer, who will procure
funds to assist with the development of the new credit union.
The Latino population in Southern Toledo has grown during
recent years and most of the population is unbanked; thus,
they are forced to pay exorbitant fees for check cashing
services and remittances. The coalition of credit unions has joined forces to
assist VIVA, a community group serving local Latinos,
in developing the Latino Community Credit Union. The credit
unions
have assisted with the charter application, business plan, and
training. “The presence of a Latino credit union will enhance
the quality of life for the individuals that live in the
Southern Toledo area and the Ohio Credit Union Foundation is
honored to participate in a project that will improve lives
for so many people,”
according to Ohio Credit Union League Outreach Manager Laura
Busque.
Financial Education: The
Northeast Chapter received an OCUF financial education grant
to assist with the “Bringing Out the Millionaire in You”
seminar it is hosting April 29. The seminar will help
credit union members and community residents become savvy
financial consumers. The 2007
seminar hosted by the chapter, entitled “Staying on Track With
Your Money,” was well received by the 40 participants, and
the group hopes that this year's seminar will be as successful.
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Get your own copy
of the
Above and Beyond
If you've received this eNewsletter from a colleague and
would like to receive your own copy, simply request to be added to
the distribution list. E-mail League Outreach Manager Laura Busque
at lbusque@ohiocul.org
and let her know you'd like to receive Above and Beyond.
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Notable quotes from
Ohio Credit Union Foundation grant recipients
“The scheduled breakout sessions and networking
opportunities at ZENITH08 will be very beneficial
for my board members. They will get an opportunity to hear
about current issues that impact small credit unions
from their peers and small credit union analysts."
-- Julie Gee
Community United CU
"With the
grant from the Ohio Credit Union Foundation, we have the
ability to hold a professional workshop, provide needed
teaching materials and create public awareness of our
commitment to our community on an important topic vital to
the financial success of the next generation. An added
bonus is that it just feels great to be around kids who
want to learn and take finances seriously.”
-- Mary Vaughan
School Emp. Lorain County CU
“The national recognition and exposure from attending the
Dora Maxwell Social Responsibility Awards in Washington,
D.C., will provide us with continued incentive to participate
in local initiatives that can truly make a socially
responsible difference in our community.”
-- Kenneth Takacs
City of Painesville ECU
“It will be very beneficial for our members if I become a
Certified Financial Counselor, so I can share additional
tips, resources, and approaches with them at the various
member seminars that we host throughout the year.”
-- Teri Ault
MidState Educators CU
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2008 Ohio
Credit Union Foundation Contributors
Credit Union Philanthropists
($1,000 or more)
Atomic ECU
AurGroup Financial CU
Buckeye State CU
Cardinal Community CU
CES CU
Chaco CU
Cincinnati Central CU
Credit Union of Ohio
CSE FCU
Day Air CU
DayMet CU
Fiberglas FCU
FirstDay Financial FCU
FirstEnergy Family CU
Kemba Credit Union
KEMBA Financial CU
MidState Educators CU
Midwest Community FCU
Ohio Catholic FCU
Ohio Educational CU
Ohio Valley Community CU
River Valley CU
School Emp Lorain Co CU
Seven Seventeen CU
Taleris CU
Vacationland FCU
Credit Union Patrons
($500 to $999)
AP FCU
Ashtabula County School ECU
Associated School ECU
Auto Workers CU
Bay Area CU
Champion CU
Cintel FCU
Communicating Arts CU
Community Star CU
First Ohio CU
Greater Warren Community FCU
Jeep Country FCU
Lakeview FCU
Medina County FCU
Members First CU
Ohio Edison/Penn Power CU Inc
Powerco CU
Stark FCU
State Highway Patrol FCU
TeleCommunity CU
TPS CU
Unity Catholic FCU
Western CU
Credit Union Friends
($250 to $499)
Cavalier FCU
Children's Medical Center FCU
Chivaho FCU
City Of Painesville ECU
Classic FCU
Eaton Family CU
Franklin County School EFCU
Geauga CU
Hamilton County School ECU
Hardin Community FCU
Kent CU
L.C.E. FCU
Marion Community CU
Millstream Area CU
Ohio HealthCare FCU
Port Conneaut FCU
ProMedica FCU
Riverview CU
St. Joseph's FCU
St. Therese/Sts. Peter & Paul FCU
State Transportation ECU
Steel Valley FCU
Toledo Fire Fighters FCU
Toledo Metro FCU
Toledo Police FCU
Wayne County Community FCU
WHG-PGH Steel Community FCU
Wiremen's CU
Credit Union Supporters
($100 to $249)
ACME FCU
AllWealth FCU
Brewster Federal Credit Union
CANDO CU
Cincinnati Interagency FCU
Cleveland Hts Teachers CU
Columbiana County School ECU
Community United CU
Co-op Toledo CU
Credit Union One
Dynamic FCU
Eight FCU
Faith Community United CU
First Choice CU
First Miami Univ Student & Alumni FCU
Genesis ECU
Greater Miami Community FCU
Hocking Valley CU
Kyger Creek CU
Logan Community FCU
Lorain School ECU
Mercy Health Partners FCU
Middletown Area Schools CU
Middletown City EFCU
Mutual FCU
ODJFS FCU
Ohio Teamsters CU
Parish FCU
Paxar FCU
Pipe Fitter's Local 392 FCU
Scott Associates CU
Softite Community FCU
Southeastern Ohio CU
St. Luke's Parish FCU
Struthers FCU
The Education CU
The Way CU
TopMark FCU
Tri-County CU
Tuscarawas Schools CU
United Telephone CU
West Stark Community FCU
Western Region FCU
Whitewater Community CU
Woodco FCU
Yorkville Community FCU
YS FCU
Donor
(Up to $99)
540 IBEW CU
Antioch CU
Ashtabula City EFCU
Bailey Controls FCU
Bardes EFCU
Brook Park Municipal EFCU
Burger FCU
Burgess & Niple ECU
C.C.C. Van Wert CU
Canton Police & Firemen's CU
Central Ohio Community CU
Ceramic FCU
Chagrin Falls School EFCU
Champion FCU
Civil Service Employee Assn CU
Cleveland Church Of Christ FCU
Cleveland Coca Cola Bottling Co ECU
Coshocton FCU
Dairy Pak ECU
Dillonvale FCU
Distinguished Service CU
Fort Defiance Community FCU
Foseco EFCU
Girard CU
Globe Industries ECU
Goodyear ECU
Greater Abyssinia FCU
Hungarian Reformed Church SBS FCU
Industrial Distributors FCU
Kabel FCU
Kennametal Orwell EFCU
KRATON Belpre FCU
Lakewood Fire Fighters CU
Libbey FCU
Lima Ohio Postal EFCU
Local 219 FCU
Manatrol Division ECU
Marysville Goodyear EFCU
Maumee Educators FCU
Minerva Area FCU
Moen EFCU
Morrow County FCU
Motorists Insurance ECU
Nickel Steel FCU
North Olmsted School EFCU
Ohio Operating Engineers FCU
Orange School ECU
Public Library ECU
Rocky River School EFCU
RTA Brooklyn FCU
RTA Hayden FCU
S & J School EFCU
S.T.O.F.F.E. FCU
SCFE CU
School Employees FCU
SF & M ECU
Sherwil CU Inc
Shiloh Baptist Church FCU
St. Helen FCU
St. John Tremont Catholic FCU
St. Julie Billiart FCU
St. Paul's Parish FCU
Stark Metro. Hous. Auth. FCU
Sugardale CU
Toledo Urban FCU
Total Assurance FCU
Trailview FCU
UAP EFCU
Union Of Poles In America CU
UPS CU
Valley Council CU
West Holmes School ECU
Wilberforce University FCU
Wright-Dunbar Area CU
Individual Philanthropists
$1,000 or more
Becky Hart
Shawn Kessinger
Paul Mercer
$250 to $499
Wade Goheen
Joshua Reams
John Rowley
$100 to $249
Vicky Blackorby
John Florian
Dave Shoup
Up to $99
Jill Cottone
Lori George
Phil Miller
Sharon Mills
Matching Program Gift
Buckeye State CU – OCULAC Matching Program
Corporate One FCU – OCULPAC Matching Program
Ohio Credit Union League – OCULPAC Matching Program |
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