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Credit unions are rocking the Advocacy Toolkit

Oct 22, 2018
By Christine Henzig, Director of Communications

Advocacy ToolkitWisconsin credit unions are busy building relationships with policymakers using the Advocacy Toolkit we provided this summer. Check out the latest accomplishments you've told us about!


Since we last reported to you, we've heard from:

Altra Federal Credit Union

Staff from Altra held a Town Hall Meeting with The League and CUNA CEO Jim Nussle to spotlight advocacy issues and opportunities.

Kohler Credit Union

They reported on several tasks they completed and shared assigned staff and timelines for the rest. They even noted areas in which they requested additional information, presentations or guidance from The League. 

N.E.W. Credit Union

They hosted an open house for their area legislators and took them on a tour of their in-school branch at Oconto Falls High School. After the school visit, credit union officials and legislators discussed the impact that the credit union has on the members it serves by providing low cost products and services, small loans to individuals and one-on-one financial counseling. They even got some nice media coverage!

Park City Credit Union

Local legislators are invited to their new branch opening.

Royal Credit Union

They are tracking progress based on our activity checklist and:

  • created a fact sheet about the credit union that they plan to updated on an annual basis, to share with local legislators and possibly members.
  • prepared to collect data that helps produce the Scorecard.
  • attended fundraisers and made Conduit contributions to CU-friendly campaigns
  • invited lawmakers to their offices, in-school branch 25th anniversary celebrations, and a grand opening of a new, $60 million arts center for which Royal donated $1 million.
  • shared 10 separate blogs featuring different programs and captured media coverage
  • expect to reach out to state representatives and senators after the elections

Summit Credit Union

They held a Meet & Greet with U.S. Congressman Glenn Grothman at their Beaver Dam branch. They also held an advocacy breakfast featuring WIsconsin Department of Financial Institutions Secretary Jay Risch, Senator Jon Erpenbach, and Alan Ott, District Director for Rep. Grothman.

UW Credit Union

One of their staff shared a REAL Solutions® story about how they met with a member affected by fraud and ended up saving her $230 a month in loan payments. We use stories like this in our advocacy with lawmakers, and you should, too! Storytelling is potentially the single most effective tool to conduct advocacy.


Use our reporting form to tell us when you've added Activists, held fundraisers, added Activists to fundraising programs, invited legislators to meet with staff or take part in local events, customized our template fact sheet and/or collected and shared REAL Solutions® stories. We also like to be copied on the media coverage you're getting when you publicize policymakers' involvement in your activities.

Also alert us when you've updated your Project Zip Code data. This helps us count accurately the number of credit union members by legislative district so that we can share the figures with lawmakers, showing the strength of our Movement.

"Completing these advocacy tasks helps ensure that the legislators who influence your credit union's operations and service appreciate the Credit Union Difference as we head into the next legislative session," said League VP of Government Affairs Sarah Wainscott. 

"It's helpful for The League to know which lawmakers have interacted with credit unions so we know who is learning about credit unions' structure, purpose and impact," she said.


Credit union presidents received toolkit materials by mail, but it's also available online. Report your success at > Government Affairs > Activist Program.

The League and CUNA engage with credit union Activists in a 360-degree advocacy approach that helps credit unions positively shape their operating environment and remove barriers to serving members. Read more articles in our Unite for Good series.