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Title:

New strategies for offering education IDAs

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Match education to the needs of the region or state ... Develop a compelling message and educate your potential partner. Partnership principles ... – PowerPoint PPT presentation

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Title: New strategies for offering education IDAs


1
New strategies for offering education IDAs
  • Adrianna Kezar
  • University of Southern California

2
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

3
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

4
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

5
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

6
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/account
    s/resources2.shtml
  • Timing of disbursements might differ
  • Understand financial aid process
  • Apply IDA before Pell

7
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

8
For more information
  • See our website http//www.usc.edu/dept/chepa/ac
    counts/
  • Design paper in draft soon to be published!
  • Many thanks!
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