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529 Plans: An Innovative Option for Scholarship Funds

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Title:  529 Plans: An Innovative Option for Scholarship Funds

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

Cost: NSPA members - free, nonmembers - $35.

Description: 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.

Next Steps: When you complete your purchase, you will receive a link to the recording along with the PDF of the PowerPoint presentation and related resources.

Thank you to the following organizations for their generous support!

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