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

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Everything You Wanted to Know About CSAs: Addressing FAQs

July 28, 2016

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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.

Identify Good Ideas: CFED’s research finds ideas with potential for making the economy work for everyone, particularly those on the margins. Develop Partnerships: CFED works in partnership with diverse organizations across the country to promote lasting change. Bring Them to Scale: CFED brings together community practice, public policy and private markets to achieve the greatest economic impact.

We combine the vision of a think tank with real-world experience to:

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Join today to help achieve our vision of

1.4 million Children’s Savings Accounts by 2020!

savingsforkids.org Campaign for Every Kid’s Future

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

Background & Research

Accounts

Savings Accounts

• Pooled savings

accounts

• Individual custodial

savings accounts 529 Plan College Savings

• Omnibus 529

accounts

• Entity-owned

accounts

• Parent-/guardian-
• wned 529 accounts

Program Implementation

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Program Name Age at Enrollment

Harold Alfond College Challenge (Maine) At birth CollegeBoundbaby (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

CSA Enrollment

Marketing

Program Guidelines

CSA Resources