New strategies for offering education IDAs

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New strategies for offering education IDAs Adrianna Kezar University of Southern California Partnership principles Identify the right savers Match education to the needs of the region or state Invite educational partners to join your advisory board
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New strategies for offering education IDAs Adrianna Kezar University of Southern California Partnership principles
  • Identify the right savers
  • Match education to the needs of the region or state
  • Invite educational partners to join your advisory board
  • Identify the right postsecondary partner(s)
  • Develop a compelling message and educate your potential partner
  • Partnership principles
  • Recognize that nonprofits and educational institutions often have different cultures
  • Start at the top
  • Encourage top-level leaders to brainstorm with key offices
  • Develop personal contacts and a champion
  • Understand the financial aid implications of IDAs
  • Partnership principles
  • Create a partnership around existing services or strengths of the postsecondary institution
  • Brainstorm the overall design together
  • Formalize the partnership in a memorandum of understanding
  • Build a network or collaborative
  • Design Principles
  • Design with postsecondary partner – develop campus team
  • Recruiting clients
  • Youth versus adult model
  • Access versus retention model
  • Needs are more complicated to identify – books, equipment, when tuition is needed
  • Different match rate
  • Bundling services
  • Design Principles
  • Marketing and outreach may be more of a challenge
  • Use postsecondary partner for asset specific training Also see our asset specific training resources at http://www.usc.edu/dept/chepa/accounts/resources2.shtml
  • Timing of disbursements might differ
  • Understand financial aid process
  • Apply IDA before Pell
  • Design Principles
  • Multiple payments
  • Financial education specific to schooling – summer work, scholarships, etc.
  • Integrate financial education into schooling with youth
  • Working with parents
  • Distance education for adults, particularly in rural areas
  • Extend the time of the IDA
  • For more information
  • See our website: http://www.usc.edu/dept/chepa/accounts/
  • Design paper in draft – soon to be published!
  • Many thanks!
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