Organizing a CDCU


If you are interested in organizing a community development credit union, the Federation can help.  The credit union organizing and chartering process requires commitment, expertise and resources.  The Federation has the tools to help community groups assess their readiness to begin on this  journey and the expertise to support those who are ready to take the next step.

shutterstock_111393362[1]Start with the chapter “To Organize or Not to Organize?” from our publication, Organizing Credit Unions: A Manual.  Download the first chapter here.

For groups committed to organizing a CDCU, we advise you to purchase the Federation’s manual.  The updated edition is available at a cost of $95 for non-members and $60 for member organizing groups. To order a copy of our organizing manual, complete and submit the online order form.

Organizing groups should consider the following options:

  • Become an Organizing Group Associate Member:  For a cost of $500 per year you can participate in Federation training events and find answers to questions along the way.  Associate Membership entitles you to preferred rates to Federation conferences, training programs, publications, and other products.  Organizing Group Associate members also receive their first year of Policy Membership free once the credit union is chartered. Organizing groups wishing to join, click here.
  • Use CU Breakthrough Consultants:  Federation CU Breakthrough consultants provide intensive, on-site technical assistance on a contractual basis. Contact Pablo DeFilippi, Director of Membership, to discuss the type of assistance your group needs and for consultant availability.

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