Charting the Next Chapter of Cooperative Impact
Informed and shaped by credit union leaders across both states, the Carolinas Credit Union Foundation initiated a new Strategic Plan in 2025, which reflects our shared vision for the future — one rooted in cooperation, innovation, and concern for community.
Our refined mission is clear – to empower and inspire credit unions in the Carolinas through collaboration and philanthropic leadership. Every initiative we pursue is designed to strengthen both the credit union movement and the communities we serve.
At the heart of this new chapter lies a renewed commitment to communication and storytelling, sharing the powerful narratives that capture our collective impact. By amplifying our voices and those of our partners, we bring to life how credit unions uplift members and communities every day, while strengthening the bond that connects us all.
When we anchor every message to our purpose, we are reminded why our cooperative values matter and how, together, we continue to build a lasting legacy of people helping people.
Our four strategic pillars chart the path forward, defining how we will grow, adapt, and continue to serve as the trusted philanthropic partner for credit unions across the Carolinas.
PILLAR 1
Ensure Long-Term
Financial Sustainability & Growth
We are focused on building a strong and sustainable financial future. Through diversified investments, expanded partnerships, and innovative revenue strategies, we aim to strengthen our capacity to serve credit unions and their communities for decades to come. With modern tools, thoughtful stewardship and a refined governance structure, we will ensure that every dollar entrusted to us maximizes impact — supporting both immediate needs and long-term mission-driven growth.
PILLAR 2
Strengthen Community Impact
& Social Responsibility Initiatives
The heart of our work lies in inspiring collective generosity and amplifying the 8 Cooperative Principles that define our movement. We will continue to celebrate the people and programs creating positive change. By connecting credit unions through shared purpose, expanding access to social responsibility training, and promoting financial well-being, we are helping to build more inclusive, resilient communities across the Carolinas.
PILLAR 3
Expand & Enhance
Fund Management Services
Our fund management services empower credit unions to advance their own philanthropic missions with efficiency, transparency, and trust. We are committed to expanding these services through modernized systems and consultative expertise that help credit unions bring their charitable visions to life. By offering guidance, visibility, and personalized support, each fund we steward strengthens communities and amplifies the credit union difference.
PILLAR 4
Support Scholarship, Small CU Assistance,
& Disaster Relief Programs
We remain a steadfast partner to credit unions, members, and communities during both moments of opportunity and times of need. Looking ahead, we will grow our educational scholarships, strengthen assistance for small credit unions, and enhance disaster response programs to deliver help when it’s needed most. By expanding these efforts and sharing the stories behind them, we’re building a more resilient, connected, and compassionate credit union movement of People Helping People.
Our strategic framework shapes every decision and partnership we pursue. By aligning our work with our mission, vision, and values, we strengthen collaboration and amplify the positive change credit unions bring to the Carolinas. Together, we’re building stronger credit unions, thriving communities, and a brighter future for the Carolinas.