Community
EXCITE IS THE COMMUNITY'S CREDIT UNION
COMMUNITY DEVELOPMENT
Our Purpose - We give everyone the chance to build a financially stronger future, so together we can build a stronger community.
Who We Are
Dora Beyer
Director, Community Development
dbeyer@excitecu.org
408.357.3672
Habla español
CA Quetzal Gardens Branch
Karen Hernandez
Community Relations Specialist
khernandez@excitecu.org
408.979.3651
Habla español
CA Quetzal Gardens Branch
Sarah Stone
Regional Vice President, Retail Experience
sstone@excitecu.org
910.793.2223
NC Racine Branch
Why We Serve
- Member-owned cooperative
- Not-for-profit 501(c)(14) financial institution
- Belief in equitable financial access and inclusion
- Unique designations: CDFI, LICU, Juntos Avanzamos
Who We Support
- All individuals who live, work, worship or study in the following counties:
- NC – Brunswick, New Hanover, Pender
- CA – Alameda, Monterey, San Francisco, San Mateo, Santa Clara, Santa Cruz
- Non-profit 501(c)(3) organizations
- Low to moderate income households
- Small business owners and entrepreneurs
- Foster youth and non-minor dependents
- Immigrants and ITIN users
How We Contribute
- Volunteerism throughout the community
- Partnerships and donations to local non-profits
- Culturally-relevant and responsive support
- Excite Foundation, a 501(c)(3) organization
What We Offer
- Financial literacy workshops
- Unique accounts for youth savings
- Financial coaching and online resources
- A second chance for those who need it
- ITIN lending on the same conditions as SSN users
Where to Find Us
In addition to our branches, you’ll find our friendly team throughout the community.
North Carolina- North Carolina Branches
- Mobile Branch Schedule
- Riverfront Farmers Market – Spring to Fall, Saturdays weather permitting
- Wilmington Sharks Games – May to July
- California Branches
- Mexican Consulate in San Jose – Mondays & Fridays, 10 am – 1 pm
- San Jose Giants Games – April to October
- Santa Clara County Fair
- Christmas in the Park - Black Friday; Fridays in December, 5:00 - 8:00 pm
COMMUNITY RESOURCES
Financial Literacy
We offer online and in-person workshops on the topics below.
- Our Relationship to Money
- Banks, Credit Unions & Alternative Services
- Scams & Fraud
- Saving & Budgeting
- Credit
- Employment Tax Forms
- Child Savings Accounts
Financial Coaching
Receive individualized advising through our non-profit partner BALANCE.
- Coaching is free for Excite members and non-profit affiliates.
- Learn more about finances through their webinars, articles and videos.
- Advising topics include: creating a budget, managing debt, credit report review, home ownership education, identify theft solutions and more.
FINANCIAL TOOLS
SPECIAL ACCOUNTS
Excite Foundation
A 501(c)(3) non-profit organization
- Children’s Savings Programs
- Promoting the CA state program CalKIDS
- Natural disaster relief
COMMUNITY IMPACT
Excite partners with non-profits and schools to empower the local community.
Excite CEO Brian Dorcy and other team members volunteer in food distribution at the Mexican Heritage Plaza.Event in CA
The Wilmington, NC team volunteers with Nourish NC. Over 90% of Excite team members volunteer or donate each year to nonprofits that support the local community.Event in NC
COMMUNITY PARTNERS
Thank you to these organizations and many more for the collaboration to strengthen our impact.
SPECIAL DESIGNATIONS
