Partner Portal
Field of Membership
Links and Resources for Association Partners
Link for credit union members’ free access to The Community Impact Fund:
https://communityimpactfund.org/FreeCUMembership
Use this link to give your members free access to CIF membership. Each member will be prompted to create a unique login.
Important Links:
Click + to expand for more information
Internal Team
FOM File Upload Form
Click Here to access the Field of Membership file upload form. Please include: First Name, Last Name, Email, Phone, and name of Credit Union. Send the file to us on a regular cadence. If sent by the 1st of each month, the new members will receive that month’s newsletter.
We would recommend bookmarking the direct link: https://communityimpactfund.org/fom-membership/
Staff Training One-Pager
Click Here to download a one page document to be used with internal teams. The purpose of this document is to introduce team members to CIF. It gives general information about CIF as well as Individual Member Benefits and the onboarding process.
Required Member Consent Statement
Click Here to see an example of member consent wording to integrate into your new member application process. If you already have a general “consent to be contacted” clause in your membership application, it does need to include a clause to the effect of “I consent to be contacted by all open association organizations affiliated with (insert your CU)”. Alternatively, you can put a, “I consent to be contacted by The Community Impact Fund” check box on your member application for those who are selecting a membership with CIF as their field of membership.
Member Facing
Sample Language for Your Member Welcome Letter/Email
Click Here to see sample text that you will need to incorporate into your version of a welcome letter or email for the members you will be enrolling on our behalf. CIF DOES NOT send an individual welcome letter. The first communication the individual will receive from us is our monthly newsletter. Therefore, it is important that you remind them of their membership and provide them with the link to create a login to access the Membership Resource Page.
Informational One Pager
Click Here to view the informational one-pager that is designed to be member- facing. Excerpts from this document can be used for your new member communications or you can provide it as an attachment or enclosure to your new member packets. It is similar to the staff training one-pager.
QR Code Graphic (Free Sign Up Link)
Click Here to download a PNG Graphic of the QR Code that will allow a member to sign up as a CIF membership for free. The QR Code directs them to this URL listed at the top of this page for free membership signup.
CIF Related
CIF Due Diligence Documents
Click Here to view:
- CIF ByLaws
-
EIN Letter
- Certificate of good standing from the State of Colorado
- Certificate of Liability Insurance
- Articles of Incorporation
- W-9
- Information Security Policy
- CIF Association Membership Agreement
CIF Branding and Logos
Click Here to view CIF branding guidelines and find downloadable CIF logos.
CIF ACH Transfer Instructions
Click Here to view CIF ACH transfer instructions for your annual payment to CIF.