Families may choose to save for college or elementary and secondary education expenses using tax-advantaged qualified tuition programs (QTPs), also known as 529 plans. This report provides an overview of the mechanics of 529 plans and examines the specific tax advantages of these plans. Specifically, this report is structured to first compare…

Over the past two decades, the practice of tuition discounting has become commonplace, and the discount percentage has steadily increased since 2008. This study replicates the work executed by Juliana Browning in 2013. This study focuses on the sustainability and viability of Title IV participating, private, four-year, not for profit, degree…

Nontuition expenses--including housing, food, transportation, and miscellaneous expenses, in addition to books and supplies--constitute a significant financial burden for many students pursuing higher education, even if they receive grant aid to help them pay tuition and fees. Well-designed policy interventions at both the federal and state levels…

This report describes how six Colorado community colleges used $1.4 million of pandemic relief funding to support individuals pursuing short-term credentials. The authors examined state and college decisions about program eligibility, student eligibility, grant amounts, funding uses, and application requirements as well as outcomes for those…

Whether doctoral students are funded primarily by fellowships, research assistantships, or teaching assistantships impacts their degree completion, time to degree, learning outcomes, and short- and long-term career outcomes. Variations in funding patterns have been studied at the broad field level but not comparing engineering sub-disciplines. We…

When the federal government banned incarcerated students from accessing Pell Grants in the mid-1990s, a new model for supporting Higher Education in Prison (HEP) programs emerged--utilizing Community-Based Organizations (CBOs) as third-party facilitators to fill the gaps left behind in the absence of federal financial aid. With the long-awaited…

This report examines state-funded loan forgiveness and conditional grant programs, designed to alleviate student loan debt and address workforce shortages in high-need fields. These service-contingent programs incentivize graduates to work in targeted occupations or underserved areas in exchange for debt relief.

Given the proliferation of college promise programs and the increasing popularity of last-dollar designs, we explore changes to states' financial aid resource environments following the adoption of two of the largest and longest-operating state programs: Tennessee Promise and Oregon Promise. We leverage descriptive tools and a causal-inference…

Decreasing real value in fiscal allocations to higher education is crippling the sector's ability to effectively respond to its broader social and economic transformation mandate enjoined in the South African Constitution. Improving student access, retention, and throughput rate are leading priorities of the Department of Higher Education and…

This HEPI Report considers the strategies adopted by higher education institutions to support students affected by the cost-of-living crisis. It finds they are adopting a range of measures, such as supporting students with the costs of food and drink, providing means-tested and unconditional funding, subsidising student activities, and opening…

As the teacher shortage continues to sweep the country, Grow Your Own (GYO) programs designed to attract and prepare more individuals into the teaching ranks are gaining national attention, particularly those targeting special education. Assisting paraprofessionals who work with students with disabilities has long been considered as one strategy…

The Tuition Assistance Program (TAP) is New York's primary aid program, accounting for 80 percent of state financial aid awards to students attending public, private non-profit, and for-profit higher education institutions in the state. TAP is available to students attending two-year or four-year degree granting programs as well as students…

Financial Aid Awards for first-time college students include a variety of offerings, including scholarships, grants, and loans. One award of financial assistance, Federal Work-study, is different from other types of financial aid awarded in that students must work to earn the funds. Yet, it is included as estimated financial assistance (EFA) and…

This article aims to understand how access, equity and redress challenges are addressed at South Africa's public universities based on their current funding frameworks. Relying on a pragmatic research approach combining desk-research literature review and secondary data analysis, government funding and tuition fees were found to be the primary…

I use rich administrative data and several quasi-experiments in Texas to study which students benefit most from college grant aid and why. For "extensive-margin" students, grant aid causes enrollment in college, and therefore has potentially large benefits relative to these students' no-college counterfactual. In contrast,…