June 2008
This report details the partnership process and lessons learned from a two-year technical assistance
program designed to help community organizations partner with mainstream credit unions with the goal
of enrolling new lower-income members or expanding an existing partnership. The report uses the stories
of these four partnerships as case studies to identify four strategic areas through which partnerships can be
strengthened and the common barriers to developing a successful partnership can be overcome. The
lessons learned section of the case studies and the report conclusions…
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