Перейти к содержимому

Your Credit Union Has a Community Story Your Applications Should Prove It

Reviewr

0:00 / 0:00

Your Credit Union Has a Community Story Your Applications Should Prove It

1 просмотр · 7 дн. назад
Reviewr
74 подписчика
1 просмотр · 7 дн. назад
Think about the last scholarship, grant, or sponsorship your credit union awarded. Can you show who applied, how it was decided, and what happened after? 👇 In this webinar, Reviewr shows credit unions how to run scholarships, donation requests, and sponsorships so every award comes with a record your board, CFO, and community can follow. Community giving at most credit unions runs on one person with another job, with requests arriving by inbox or at the front desk, a committee that often knows the families, and scores and follow-up scattered across spreadsheets and email. The session is framed through Review Integrity, a five-dimension standard for running a fair, defensible review process, and works through it in five practical moves. What you'll see: ✅ Where your community giving story lives today, and why it's so hard to pull together when someone asks ✅ The questions boards, leadership, and declined applicants ask: "What did this year's giving do?", "How was this decided?", "Why them and not us?", and "Did the committee know the winner?" ✅ What a story without proof costs: a budget line that's hard to defend, a reputation shaped by every applicant's experience, and a program that stalls when one person is out ✅ How to give every request one front door, with eligibility screening and member verification up front ✅ How hiding applicant names, routing reviewers across branches, and normalizing scores protect a committee that knows the families ✅ How one weighted scorecard puts every request on the record and keeps decisions tied to your goals ✅ How acceptance, thank-yous, and impact reports capture what happened after the award ✅ How downloadable reports and a full copy-over turn each cycle into a better next one, without rebuilding from scratch Plus a full live demo inside Reviewr, including: 🎥 Account creation with save-and-come-back progress and SOC 2 compliant security 🎥 An applicant profile built from question types that validate entries like email addresses 🎥 Eligibility screening that stops ineligible applicants and matches eligible ones to the right scholarship 🎥 File uploads that accept 130+ file types, with optional restrictions 🎥 Letter of recommendation invites sent directly to references, no account required Timestamps: 0:00 Welcome and about Reviewr 2:30 Today's topic: your credit union's community story 3:15 Agenda 3:45 Can you show who applied, how it was decided, and what happened after? 5:15 Where your community giving story lives today 6:45 The questions boards and applicants ask 7:30 What it costs: the budget line, your reputation, and the person running it 9:45 Review Integrity: five questions every review process should answer 13:45 Move 1: Give every request one front door 14:40 Eligibility screening and member verification 15:15 Move 2: Protect the committee that knows the families 16:15 Seeing tough and easy graders with normalized scores 17:15 Move 3: Score every request the same way, on the record 18:45 Side-by-side scoring and keeping applicants informed 20:00 Move 4: Collect what happened after the award 21:00 Move 5: Tell the story with the record behind it 22:45 Recap: five moves from a good story to a provable one 23:30 Live demo: account creation and applicant profile 25:15 Live demo: eligibility screening and scholarship matching 26:30 Live demo: file uploads and letter of recommendation invites 28:00 Q&A and wrap-up Your credit union already does good in its community. The record behind each award is what lets your board, your members, and every applicant see it. 🔗 Book a demo: https://calendly.com/reviewrsoftware/... #CreditUnions #CreditUnionScholarships #CommunityGiving #Sponsorships #GrantManagement #Reviewr