Credit Union Foundations

Using our tailored approach, we help credit unions leverage their foundations as powerful tools for financial empowerment, community involvement, and long-term success.

We assist credit unions in establishing and maintaining their foundations by providing strategic guidance in three key areas: financial management to ensure sustainable funding, operational efficiency to streamline foundation operations and maximize their impact, and marketing strategies to enhance community outreach and member engagement.


  • Evaluate what type of foundation you want to create.
  • If you do have a program, we will evaluate how sustainable your program is right now and assess if we need to start a new program. This includes looking at financials and your long-term sustainability.
  • Create goals and metrics for financial sustainability.
  • Assess if you have a need to diversify your fundraising stream to sustain your operation.


  • Evaluate your dedicated staff, board involvement, and volunteers to see what resources are needed to implement the plan.
  • Establish systems, processes, and deadlines to execute the plan.
    Implement the current plan with weekly accountability.
  • Conduct training for the staff, board, and volunteer leadership.
  • Measure the return on investment and go over the next steps.


  • SB Consulting will create a marketing strategy to communicate to your membership, employees and the community by increasing your brand presence with logo creation, website creation, brand story video, photography, email marketing, social media campaigns, marketing brochures, signage and more!

If you are interested in a strategic marketing plan, let’s set up a free consultation so we can learn more about your needs.


Do you have an established foundation within your credit union?
Do you want to start a new foundation?

“Think of giving not as a duty, but as a privilege.” 


John D. Rockefeller Jr.