Make Your Credit Union's Community Impact Undeniable

A live session on turning grant, scholarship, and sponsorship applications into a clear, connected record of exactly who your credit union funds, why, and what it changes.

A 2026 national poll found credit unions out-trust big banks by 17 points, and by 16 points on community connection specifically. Members already believe the story. But when a board member, examiner, or member asks exactly which communities your funding reached — or why one applicant was chosen over another — most credit unions can't answer quickly, because that information usually lives across separate applications, spreadsheets, and committee notes instead of one connected record.

This live session is built for credit union staff who manage community grants, scholarships, sponsorships, or foundation giving. We'll walk through how to design applications that capture what actually makes your impact measurable, replace scattered information with structured data, and turn that data into reporting your executives and board can act on — so your community story holds up the moment anyone asks you to prove it.

What You'll Learn

• How to design applications that ask for the information that actually makes your impact measurable — outcomes, populations, geography, and program details leadership needs
• How to replace scattered information with structured data, so you can compare programs and funding opportunities more effectively
• How to make committee and leadership review easier with consistent scorecards and clear criteria, while giving administrators centralized access to applications, evaluations, awards, and results
• How to keep grants, scholarships, awards, applicants, funding, and outcomes together in one place instead of piecing information together from separate systems and spreadsheets
• How to turn application data into reporting that shows executives and boards where funding is going and what kind of community impact it's supporting
• How to build your next funding decision on the last one, using historical application and award data to spot trends and adjust priorities

Your members already trust the story. Make sure your data can prove it.