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529 Plans: An Innovative Option for Scholarship Funds
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When: Thursday, May 2, 2019
12PM - 1:00PM (MT)
Where: Webinar
United States
Contact: Maggie Brubaker

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529 Plans: An Innovative Option for Scholarship Funds


If you work in the scholarship field, you’re familiar with the complexity of financial aid! Two constant challenges are displacement and the fact that scholarships cannot pay the EFC. While both are big problems for scholarships, your scholarship program may be able to avoid these issues by sending funds through 529 plans.

Come learn how Dell Scholars is piloting the use of 529 plans to send scholarship funds. Participants will learn about timing, financial aid impact, tax implications, and many other practical issues that were confronted in their pilot.


Kevin Byrne
Managing Director, US Programs
Michael & Susan Dell Foundation
  Mark Kantrowitz
Publisher and VP of Research
Presenter Bios
Kevin Byrne manages the foundation’s giving in the United States which ranges from projects for greater student success to supporting local nonprofits providing vital services to low-income families in Central Texas. Leveraging more than two decades of working to provide better lives for low-income students, he joined the foundation to create Dell Scholars, a college completion and scholarship program. Compared to students from similar backgrounds, Dell Scholars graduate from college at four times the national rate. Kevin has been heavily involved in ways to personalize technology and data for the benefit of students and parents through his work with several states and districts across the nation as well as leading the work on Scholar Snapp. In addition, he has worked with national, regional, and local schools and college preparation and completion programs to get more low-income students through college.

Mark Kantrowitz is an expert on student financial aid, scholarships and student loans. His mission is to deliver practical information, advice and tools to students and their families so they can make smarter, more informed decisions about planning and paying for college. Mr. Kantrowitz has been quoted in more than 10,000 newspaper and magazine articles about college admissions and financial aid. Mark has written for the New York Times, Wall Street Journal, Washington Post, Reuters, Huffington Post, U.S. News & World Report, Money Magazine, Forbes, Newsweek and Time Magazine. Mark is the author of four bestselling books about scholarships and financial aid and holds seven patents. He also writes extensively on student aid policy. Mark serves on the editorial board of the Journal of Student Financial Aid, the editorial advisory board of Bottom Line/Personal, and is a member of the board of trustees of the Center for Excellence in Education. He previously served as a member of the board of directors of the National Scholarship Providers Association and as publisher of the FinAid, Fastweb, Edvisors and Cappex web sites. Mark has two Bachelor's degrees in mathematics and philosophy from the Massachusetts Institute of Technology (MIT) and a Master's degree in computer science from Carnegie Mellon University (CMU). Currently, Mark is the Publisher and VP of research at Savingsforcollege.com, the leading web site about 529 plans.
Free for NSPA members
$35 for non-members*
*If you 
apply for NSPA membership within two weeks after this webinar, the webinar cost will be applied toward your membership.

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