Establishing a Partnership

All NFCDCU policy member credit unions with less than $25,000,000 in assets now have access to a BALANCE partnership at no cost. To establish a partnership with BALANCE, simply click the button below to download the Start Up Materials (Partnership Agreement, Key Contacts, and Statement of Support forms) in Microsoft Word format:

Complete and sign the documents, and return them to:

Joanne Budde, President
BALANCE
595 Market Street, 16th Floor
San Francisco, CA 94105
800-808-4327 Ext 107
Fax: 415-777-4027

Contact Us

For questions regarding BALANCE, please contact:

Jeannine Moore, VP/ Marketing and Business Development
BALANCE
800-808-4327 x 124
jmoore@balancepro.org

For questions regarding the partnership program, please contact:

Pamela Owens, Director of Education and Training
National Federation of Community Development Credit Unions
800-437-8711 or in NYC 212-809-1850
powens@cdcu.coop

Pablo DeFilipi, Associate Director – Membership
National Federation of Community Development Credit Unions
800-437-8711 or in NYC 212-809-1850
pdefilipi@cdcu.coop