2018 New York Credit Union Impact Report Submission Form/Survey
 
Welcome to the 2018 New York Credit Union Impact Report form and survey! By completing this single survey, you can provide all the information needed to ensure your credit union is included in the 2018 New York Credit Union Impact Report.  Please complete and submit the survey by Thursday, January 31, 2019.

Important: To ensure that we have accurate statewide statistics, responses are required for nearly every survey question. Therefore, if your credit union did not offer or support the initiative in question, please type “0” or “none” in the space provided as opposed to leaving the field blank.

1. Please provide the following contact information.

Credit Union

Name

Title

Email Address

Please answer question 1 (Credit Union) before continuing.

Please answer question 1 (Name) before continuing.

Please answer question 1 (Title) before continuing.

Please answer question 1 (Email Address) before continuing.

2. Please select your chapter from the following list.

1. Adirondack
2. Capital
3. Catskill-Hudson
4. Central New York
5. Erie-Niagara
6. Finger Lakes
7. Jamestown
8. Long Island
9. Metropolitan
10. Rochester
11. Southern Tier
12. Utica-Rome
13. Westchester-Rockland

Please answer question 2 before continuing.

3. Which of the following initiatives did your credit union offer in 2018? Please select all that apply.

1. Adult financial education
2. Youth financial education
3. Financial counseling
4. Immigrant outreach
5. Community investment & outreach
6. Sustainability/low-carbon footprint/green efforts

Please answer question 3 before continuing.

Please select at least 1 choices for question 3.

FINANCIAL EDUCATION
Note: If your credit union did not offer or support the initiative in question, please type “0” or “none” in the space provided as opposed to leaving the field blank.

4. In 2018, how many financial education sessions/presentations did your credit union provide to adults (members and non-members age 18 and older)?

Please answer question 4 before continuing.

5. Approximately how many adults (members and non-members) did you reach through financial education sessions/presentations over the course of the year? Note: Estimates are fine.

Please answer question 5 before continuing.

6. In 2018, how many total financial education sessions/presentations did your credit union provide to children/teens younger than 18 (including members and non-members)?

Please answer question 6 before continuing.

7. Approximately how many children/teens (members and non-members) did you reach through financial education sessions/presentations in 2018? Note: Estimates are fine.

Please answer question 7 before continuing.

8. In how many schools did your credit union offer student banking programs in 2018? Note: This does not include in-school branches, which are covered in the next question.

Please answer question 8 before continuing.

9. How many in-school branches did your credit union operate in 2018?

Please answer question 9 before continuing.

FINANCIAL COUNSELING
Note: If your credit union did not offer or support the initiative in question, please type “0” or “none” in the space provided as opposed to leaving the field blank.
 
10. Approximately how many total hours of financial counseling did your staff provide to both members and non-members in 2018? Please include one-on-one time addressing financial issues, loan restructuring/consolidation, budget/debt management, credit report analysis, etc. Note: Estimates are fine.

Please answer question 10 before continuing.

11. Does your credit union offer free financial counseling, either through the credit union or a third-party vendor/program?

1. Yes
2. No

Please answer question 11 before continuing.

12. Approximately how many individuals (members and non-members) did your credit union assist through financial counseling in 2018? Please include individuals who utilized any third-party programs. Note: Estimates are fine.

Please answer question 12 before continuing.

IMMIGRANT OUTREACH

13. Please choose all that apply.

1. Our credit union provided educational workshops/sessions specifically for immigrant communities in 2018.
2. Our credit union employed bilingual staff to assist non-English-speaking members in 2018.
3. Our credit union provided non-English translations of member materials/communications such as product brochures, website, program information, etc, in 2018.
4. Our credit union participated in partnerships or initiatives to engage immigrant communities in 2018.
5. Our credit union provided products or services geared specifically toward the immigrant community.
6. Our credit union did not participate in any immigrant outreach in 2018.

Please answer question 13 before continuing.

Please select at least 1 choices for question 13.

COMMUNITY INVESTMENT/OUTREACH
Note: If your credit union did not provide the investment or outreach in question, please type “0” or “none” in the space provided as opposed to leaving the field blank.
 
Donations/Financial Support
 
14. How many charities/community organizations, including schools, did your credit union support in 2018 through monetary or in-kind donations (e.g., food/can drives, adopt-a-family donations, etc.)?

Please answer question 14 before continuing.

15. Approximately how much money did your credit union raise for/donate to local charities, community projects or organizations, including schools, in 2018? Note: Please include only monetary donations and do not include scholarships. Estimates are fine.

Please answer question 15 before continuing.

16. How many college scholarships did your credit union award in 2018?

Please answer question 16 before continuing.

17. How much did your credit union provide in student scholarships in 2018? Please list a total dollar amount.

Please answer question 17 before continuing.

Community/Charitable Events
  
18. How many community/charitable events did your credit union participate in, attend, or support through volunteer service in 2018?

Please answer question 18 before continuing.

19. How many community/charitable events did your credit union sponsor with financial support in 2018?

Please answer question 19 before continuing.

Staff Volunteer Service

20. How many charities, community projects and/or organizations did your credit union staff support through volunteer service in 2018?

Please answer question 20 before continuing.

21. In 2018, approximately how many total hours did your staff volunteer for local charities and community projects/organizations? Note: Estimates are fine.

Please answer question 21 before continuing.

22. In 2018, approximately how many total dollars did your credit union donate to local charities and community projects/organizations? Note: Estimates are fine.

Please answer question 22 before continuing.

23. Please share any efforts your credit union undertook to lower your carbon footprint or support sustainability/green initiatives in 2018.

Please answer question 23 before continuing.

24. Optional: Please provide details on your credit union’s top three impact/outreach initiatives in 2018.

CONCLUSION
Congratulations! By completing this survey, you have ensured that your credit union is included in the 2018 New York Credit Union Impact Report.
Do you have any photos of the initiatives covered in this survey? If so, please email a few of your favorites to member.relations@nycua.org or directly to barbara.lennox@nycua.org, along with basic details such as who, what, where and when.

The 2018 New York Credit Union Impact Report will be distributed to all member credit unions and legislators in March/April 2019. In the meantime, check out a video of last year’s highlights at https://www.youtube.com/watch?v=ld6FIA1aLkk.

Thank you for your participation!