1. Collaborating With Your Development Office 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference Presented By: Kay Soltis, Director of Financial Aid Pacific Lutheran University Jack Edwards, Director of Financial Aid Stanford, Graduate School of Business

2. Agenda 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference School Profiles Financial Aid Office Role Development Office Role Challenges Efforts Questions and Answers

3. Pacific Lutheran University 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference Undergraduate and graduate liberal arts institution 122 year old institution established by Scandinavian immigrants Need blind admission 4-1-4 = Fall, J term, Spring Summer leader

4. PLU Profile 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference Enrollment 3500 (3476), 200 graduates and approximately 250 in study away programs on every continent in the world Institutional financial aid budget of $43,465,000 and total financial aid administered $85,000,000 98% receive some form of financial aid 85% receive "need-based" aid

5. Stanford, Graduate School of Business 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference Private Graduate Professional Business School 3 Academic Programs MBA – 2 year program MSM – 1 year program PhD – 4 – 5 year program Admissions is Need Blind

6. GSB Profile 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference Enrollment MBA = 820 fulltime students MSM = 81 fulltime students PhD = 104 fulltime students

7. GSB Profile 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference Fellowship Funding - $18,000,000 annually through 380 Endowed and Expendable Funds, total financial aid administered, $39,000,000 MBA Students: 55% - 60% MSM Students:Not Available PhD Students: Full COA

8. PLU Financial Aid Office Role 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference Responsible for assisting in administering endowed/restricted aid Coordinate with the Business Office each year (usually prior to year end) to determine the dollars available for each fund Identify students meeting the criteria of individual scholarships

9. PLU Financial Aid Office Role 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference If departmental scholarship, coordinate with the department to identify eligible students If selected by a departmental committee identify if the student is qualified (along with need-based aid) Coordinate to notify the student recipients - some departments choose to send separate notifications

10. PLU Financial Aid Office Role 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference If Financial Aid Office identified the recipient notify department allowing them to notify the student recipient. Award individual scholarships and send a revised "Offer of Financial Aid" and send information to the recipient of a "Thank You" note to the donor Log requirement of a "Thank You" note into our FAMS

11. PLU Development Office Role 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference Work with the Financial Aid Office staff to obtain input when generating new scholarships Provide donor profile and scholarship criteria, including renewability criteria Obtain notification of recipients by fund to ensure funds are awarded in a timely manner Notify donors of the recipients of their scholarships

12. PLU Development Office Role 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference Coordinate the receipt of "Thank You" notes from recipients Update the Financial Aid FAMS Work with the Financial Aid Office when a Development Officer meets with a donor to obtain as much information as possible Coordinate to obtain reports from the FAMS - working together to get the best information to the recipient, department and the donor.

13. GSB Financial Aid Office Role 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference Know who my students are Understanding Need vs. Merit Determine eligibility and award funding Reports Open Communications Be Available Meeting with Development Directors Meeting Staff Meetings

14. GSB Development Office Role 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference Work directly with donors Coordinate Thank you letters Consult with Financial Aid First Be Open to a No answer Open Communications

15. PLU Challenges 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference Identifying funds available for new award year Getting awards done timely, ideally in the initial award - rather than as a revision, eliminates the perception of "no benefit to the student" Encouraging students to generate "Thank You" notes

16. PLU's Efforts 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference Working closely with our Business Office to obtain funds availability as soon as possible after the institutional audit Generating administrative reports and providing access to Development staff Working with Development to assist when issues arise in obtaining recipients, communicate with donors Meeting once a month or every six weeks to touch base -- communications

17. GSB Challenges 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference Short window for matching process Getting students to complete To Do’s in a timely manner Finding the right match for donor funding Coordinating matching process

18. GSB Efforts 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference Looking at using an external program for matching fellowship funds

19. Q&A 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CACASFAA Annual Conference