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529 Plans: An Innovative Option for Scholarship Funds
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 Export to Your Calendar 5/2/2019
When: Thursday, May 2, 2019
12PM - 1:00PM (MT)
Where: Webinar
United States
Contact: Maggie Brubaker
303-442-2524


Online registration is available until: 5/2/2019
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Title:

529 Plans: An Innovative Option for Scholarship Funds

Presenters:

Kevin Byrne, Managing Director, US Programs, Michael & Susan Dell Foundation
Mark Kantrowitz, Publisher and VP of Research, Savingforcollege.com

Cost:

Free to NSPA members. $35 for non-members.

Description: 

If you work in the scholarship field, you’re familiar with the complexity of financial aid. Two constant challenges are displacement and that scholarships cannot pay the EFC. While both are big problems for scholarships, you might be surprised to learn that neither is an issue for scholarship funds sent through 529 plans.

Want an easy way not only to avoid displacement, but pay the EFC for your student, and not impact their financial aid each year? Come learn how Dell Scholars is piloting the use of 529 plans to send scholarship funds. Plans are set up after students are selected and are pass throughs for funds to keep the balance as close to $0 as possible. Worried about tax implications, timing, financial aid impact? We've worked through them all.

Presenter Bios:

KEVIN BYRNE BIO

Kevin manages the foundation’s giving in the United States which ranges from large education technology projects for better student-centered information for the classroom to projects 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 the Dell Scholars Program, a college success and graduation program that is graduating scholars at four times the national rate. Kevin has been heavily involved in ways to leverage 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 charter management organizations and college preparation and completion programs to get more low-income students through college.

MARK KANTROWITZ BIO

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.

Thank you to the following organizations for their generous support!

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