Enriching the Lives of Children in the Carolinas 21 years of Credit - - PowerPoint PPT Presentation

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 with the NCCUF

 September 2001 – NCCUF becomes Carolinas Credit

Union Foundation, Inc.

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

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

Our Operational Focus Areas

Scholarships Professional Development For Credit Union

Staff & Volunteers

Disaster Relief for Credit Union Communities Providing adequate resources for CCUF

• perations

Awards Programs for the Carolinas Credit

Union League

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  3rd Party Contract Negotiations  Shop Amazon Smile

Foundation Grants

 Grant Categories

 KidsFirst Grants  HelpSource Grants  Scholar Vision Funds  Community Aid Program

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

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

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

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

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

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

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,

• rganizations, and schools/districts

 Approved by TEA and SBOE  Revised in 2007 and 2012  www.hsfpp.org

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

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

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

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

“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

“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

“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.

YOUR Goals… YOUR Growth… YOUR Foundation

Special Preview ‐ Coming In 2015!

Carolinas Credit Union Foundation VJ Outreach Program

Not Just #GivingTuesday

Thank you every day!!