2020 CDFI Annual Certification Reporting & Eligibility Assessments

Free for Members: 2020 CDFI Certification Annual Reporting and Eligibility Assessments

The CDFI Fund now requires all certified CDFIs to complete Annual Certification Reports (ACRs) in order to maintain their certification.This level of reporting can be an added burden for many credit unions, but Inclusiv is happy to take that work out of your hands. As a valuable benefit of membership, Inclusiv provides free ACR assistance to all CDFI-certified Inclusiv members, and free CDFI eligibility assessments and assistance to Inclusiv members seeking certification.

Let us make your CDFI recertification as painless as possible -- enroll in our free CDFI ACR assistance service in 2020 by signing up via the link below no later than January 31, 2020. If we assisted you in 2019, you have been automatically registered for assistance in 2020.

Enroll Now: Free 2020 CDFI ACR Assistance!

In 2019, Inclusiv prepared CDFI ACRs for 116 of our member credit unions and we hope to assist you with your 2020 CDFI ACR as well. We provide a streamlined template for data collection with straightforward instructions, run the analysis, and produce a draft report for your review. We'll even submit the report on your behalf with your approval.

This service also helps further the CDFI movement, as the aggregate data collected allows Inclusiv to conduct the industry's most comprehensive analyses of CDFI credit union impact on the communities they serve. This translates into stronger arguments for CDFI Fund appropriations.

For questions about this offer, CDFI certification or becoming an Inclusiv member, please contact Jules Epstein-Hebert at jhebert@inclusiv.org. Please note that Inclusiv reserves the right to assess a cost for this service on registration submissions received after January 31st.

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