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…

When weighing how much aid we should give, policymakers also wonder: how should the state distribute that aid? Issues of implementation and feasibility are, after all, an essential component of policy decision-making and effectiveness. Yet, when philosophers of education consider the ethical trade-offs between these postsecondary policies, few…

Private loans are one of the riskiest ways to finance a college education. Like credit cards, these bank- and lender-originated loans typically have variable interest rates, and these rates are often higher for those who can least afford them. Private loans are not eligible for critical protections and supports that are afforded to federal student…

Twenty-two times, state courts have ruled that legislatures are inadequately funding K-12 schools based on constitutional rights to public education. When states implemented court-ordered financing reforms, the poorest school districts increased per-student spending by 11.5% to 12.1%. Those districts then showed increased graduation rates by…

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…

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…

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.

The Department for Education (DfE) developed the Early Years Education Recovery (EYER) programme to address the impact of the COVID-19 pandemic. As a part of the programme, DfE committed £153 million for the development of high-quality professional development of early years practitioners. One element of this was the funding of additional places…

With community colleges struggling with the completion rates of their students, it is important to understand the social and academic integration of community college students and their relationships to retention and completion. Research focuses on the critical role of internal college actors such as faculty, staff, and students in these…

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…

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…