Community
Who We Are
![Accepting Juntos Avanzamos designation](/getmedia/6e781e78-b4bf-4b17-891a-3bfd7bcc72a6/IMG_4393.jpg?width=300&height=200&ext=.jpg)
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
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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
![Staff Volunteering at RAFT](/getmedia/d12fd544-f74a-4ae3-b0ff-8cf3d7042193/Group-Photo-NC-Impact-Day-2023.jpg?width=400&height=300&ext=.jpg)
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
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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
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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
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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
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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
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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.
COMMUNITY PARTNERS
Thank you to these organizations and many more for the collaboration to strengthen our impact.