1. School and Student Service
For Financial Aid
2003 NAIS/SSS Financial Aid Workshop Series
Mark J. Mitchell, Leslie Bunting, NAIS
Margie Nelcoski, ETS
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2. NAIS Principles of Good Practice
Don't get stuck in the way things are.
Concern yourself with the way they should be.
-- Michael S. Josephson, U.S. ethicist
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3. NAIS Principles for Good Practice
Setting standards for effective practice and ethical behavior
Reflecting commitment to equity and access
Ensuring good and purposeful stewardship
Establishing higher goals not a “to-do” list
Providing guideposts for developing policies
Moving from “Good to Great”
Disciplined people, disciplined thought, disciplined action

4. Why PGP’s for Financial Aid?
Huge school investment
Why?
Well-managed?
Strategic thinking and assessment
Stewardship of dollars
Fairness and consistency through policymaking
Partnership with parents
Whole-school commitment

5. A Wise Man Once Said…
“To give away money is an easy matter and in any (person’s) power. But to decide to whom to give it, and how large and when, and for what purpose and how, is neither in every (person’s) power nor an easy matter. Hence it is that such excellence is rare, praiseworthy, and noble.”

6. Obstacles to Adhering to Principles
Unawareness and/or apathy
Lack of time and attention
Competing priorities
Resource limitations
The “So What?” Factor

7. Strategic Thinking and Assessment
Affirm the purpose of financial aid
Develop and operate from short- and long-range policy goals
Objective institutional research to measure effectiveness
Quantitative and qualitative
Internal and external
Bigger grants or
more recipients??

8. Stewardship
Adherence to laws and regulations requiring non-discriminatory practices
Operating within short- and long-term budgeting goals
Administrative and accounting procedures distinguishing merit, tuition remission, and need-based programs

9. Fairness and Consistency
Objective and equitable assessment of financial need
Maintain separation from the admissions decision
Equal standards of behavior and performance
Documented policies and procedures

10. Partnership With Parents
Family bears primary responsibility
Funding priority to those who demonstrate financial need
Support continues as long as need is demonstrated
Make and communicate decisions in a timely manner
Provide outreach, education and guidance
Safeguard confidential information

11. Whole-School Commitment
Support collaboration between offices
Head, admissions, business, development, athletics
Building knowledge of faculty, other staff
Boards and committee roles
Parents talk—who controls those messages?

12. For More PGP’s…www.nais.org