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.
2. Please select your chapter from the following list.
3. Which of the following initiatives did your credit union offer in 2018? Please select all that apply.
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)?
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.
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)?
7. Approximately how many children/teens (members and non-members) did you reach through financial education sessions/presentations in 2018? Note: Estimates are fine.
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.
9. How many in-school branches did your credit union operate in 2018?
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.
11. Does your credit union offer free financial counseling, either through the credit union or a third-party vendor/program?
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.
IMMIGRANT OUTREACH

13. Please choose all that apply.
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.)?
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.
16. How many college scholarships did your credit union award in 2018?
17. How much did your credit union provide in student scholarships in 2018? Please list a total dollar amount.
Community/Charitable Events
  

18. How many community/charitable events did your credit union participate in, attend, or support through volunteer service in 2018?
19. How many community/charitable events did your credit union sponsor with financial support in 2018?
Staff Volunteer Service

20. How many charities, community projects and/or organizations did your credit union staff support through volunteer service in 2018?
21. In 2018, approximately how many total hours did your staff volunteer for local charities and community projects/organizations? Note: Estimates are fine.
22. In 2018, approximately how many total dollars did your credit union donate to local charities and community projects/organizations? Note: Estimates are fine.
23. Please share any efforts your credit union undertook to lower your carbon footprint or support sustainability/green initiatives in 2018.
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!

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