Credit Union Entry Form for the Desjardins Youth Financial Education Award
Please note changes have been made to the entry forms beginning with the 2008 competition. Please use this form below, not from previous years.
Credit Union Name_________________________________
Credit Union President______________________________
Contact Person___________________________________
Title____________________________________________
E-mail Address____________________________________
Street Address___________________________________
P.O. Box (if applicable)_____________________________
City State Zip____________________________________
Phone Number ______________ Fax Number___________
Asset size (as of 12/31/07)
- Less than $35 million in assets
- $35 to $75 million in assets
- $75 to $250 million in assets
- More than $250 million in assets
Number of criteria to be used to judge entry (see Explanation of the Credit Union- Chapter Scoring System)
- Submit materials in a three-ring binder or spiral bound notebook. Entries WILL be returned within the first quarter of 2009.
- Submit the completed Credit Union Checklist (1) with this form (2) and your entry (3) to the Illinois League by the deadline.
- Present your best case for each of the following applicable criteria. Attach relevant supporting evidence directly after each criterion. (Ignore Secrets of a Winning Credit Union - Chapter (Group) Entry* at your peril.).
Mandatory Criterion 1
Awareness and Teacher Training (20 points max). Describe your credit union's efforts, with evidence of success, to:
a) Inform teachers and school officials, credit union people, elected officials, the press, and the public about the problem of youth financial illiteracy;
b) Persuade parents and schools to provide personal finance instruction'
c) Assist in the training of teachers and/or classroom volunteers to teach personal finance to youth.
Mandatory Criterion 2
Youth Instruction (20 points max). Desciribe your credit union's efforts, with evidence of success, to:
a) Teach young people about personal finance and related topics in or out of the classroom;
b) Assist young people in developing a savings habit and responsible money management skills though programs or events.
Mandatory Criterion 3
Collaboration (20 points max). Describe your credit union's efforts, with evidence of success, to provide youth financial literacy leadership.
Optional Criterion 4
In-School Branch(es) (20 points max). Describe your credit union's efforts, with evidence of success, to provide financial services to young members at schools, youth centers or other non-traditional locations.
Optional Criterion 5
Legislative and Regulatory Advocacy (20 points max). Describe your credit union's efforts, with evidence of success, to build grassroots support for:
a) Administrative policy or curricular changes at the state and district levels to improve the financial education of youth;
b) Legislative or regulatory action to improve the financial education of youth.
You must also include a completed checklist with your entry form.
For more information, please contact William Wille, Public Relations Coordinator, at (800) 942-7124, ext. 3216.