CSAs: Addressing FAQs July 28, 2016 @CFED /CFEDNews - PowerPoint PPT Presentation

Everything You Wanted to Know About CSAs: Addressing FAQs July 28, 2016 @CFED /CFEDNews cfed.org/blog/inclusiveeconomy

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CFED (Corporation for Enterprise Development) empowers individuals and families to build and preserve assets by advancing policies and strategies that help them go to college, buy a home, start a business, and save for now and for the future. We combine the vision of a think tank with real-world experience to : Identify Good Ideas : Develop Partnerships: CFED Bring Them to Scale : CFED’s research finds ideas with works in partnership with CFED brings together potential for making the diverse organizations across community practice, public economy work for everyone, the country to promote policy and private markets to particularly those on the lasting change. achieve the greatest economic margins. impact.

Campaign for Every Kid’s Future Join today to help achieve our vision of 1.4 million Children’s Savings Accounts by 2020! savingsforkids.org @CFED /CFEDNews cfed.org/blog/inclusiveeconomy

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Shira Markoff Monica Copeland Diego Quezada Associate Director Senior Program Manager Program Associate (moderator)

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Background & Research

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Accounts

529 Plan College Savings Accounts Savings • Pooled savings • Omnibus 529 accounts accounts • Individual custodial • Entity-owned savings accounts accounts • Parent-/guardian- owned 529 accounts

Program Implementation

CSA Enrollment Program Name Age at Enrollment Harold Alfond College Challenge (Maine) At birth CollegeBound baby (Rhode Island) At birth Kindergarten to College (San Francisco) Kindergarten College Kids (St. Louis) Kindergarten Promise Indiana K-3 Scholars Savings Program (El Monte, CA) Pre-school through elementary @CFED /CFEDNews cfed.org/blog/inclusiveeconomy

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Marketing

Program Guidelines

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CSA Resources