1. Scholarship Collaboration for Students Presenters: Lillian Simmons, Director of Financial Aid and Scholarships, Fielding Graduate University Emily Tarring, Financial Aid Counselor, University of Hawaii, Hilo Jack Edwards, Director of Financial Aid, Stanford, Graduate School of Business

2. Agenda  School Profiles  Institutional Goals  Institutional Challenges  Application Processes

3. Fielding Graduate University  Private, nonprofit, graduate school  Doctoral, masters, and graduate certificate programs in the fields of clinical psychology, media psychology, human and organizational development, and educational leadership  Blended educational model – combining face-to-face and online learning  Self-directed adult learners with focus on socially responsible leadership

4. Fielding Graduate University  Financial aid team of 4 FT staff:  Serves 1,100 students  25 scholarship programs  10 different budget managers overseeing the award committees/decisions  25% of students receiving $900,000 in scholarship funds

5. University of Hawai`i at Hilo  One of 10 campuses with in the UH System  3 four year schools and 7 community colleges  Public, undergraduate and graduate school  Baccalaureate degrees in many areas of study  Masters and Doctorate degrees  About 4,000 total enrollment  Mix of traditional and non-traditional students

6. University of Hawai`i at Hilo  Financial aid staff: 8  Almost 80% of students receive some type of aid  Most scholarship programs are established through the UH Foundation  About $500,000 available through over 100 different scholarship funds- most awarded by our office  About 50% of applicants receive a scholarship; 9% of total aid recipients  Currently have 11 committees overseeing scholarships  Academic Departments, Study Abroad Office, Alumni Office

7. Stanford, Graduate School of Business  Private, nonprofit graduate business school  Admissions is Need Blind  Institutional fellowships are based on demonstrated financial need  3 Academic Programs:  MBA – 2 year program  MSM – 1 year program  PhD – 4-5 year program

8. Stanford, Graduate School of Business  Financial aid team of 5 FT staff:  Serves approximately of 1,000 students  804 MBA, 83 MSM, and 107 PhD students  50% of MBA students receive fellowships  100% of PhD students receive full fellowship for tuition and living stipend  1 – 2 MSM students receive fellowship  435 endowed/expendable fellowships providing $20M annually in fellowship awarded

9. Fielding Graduate University  Institutional Goals  One secure, online application for all institutional scholarships (IT)  Retain budget/award decisions within academic programs (Academic Admins)  Increase awareness and equity (Admission & Advising)  Ensure compliance and consistency (Finance)  Support advancement efforts (A&D)

10. University of Hawai`i at Hilo  Institutional Goals  Simplify the scholarship process for students  Allow Departments to have decision making authority for scholarship awards  Ensure funds are awarded to keep donors happy  Allow Financial Aid Office to have some oversight to ensure eligibility criteria are met and funds get paid

11. Stanford, Graduate School of Business  Institutional Goals  Provide fellowship funding to students with demonstrated financial need  Gather student demographic data to successfully match students with donor specific criteria through a single fellowship data form

12. Fielding Graduate University  Application & Awarding  Ellucian (Datatel) Colleague and WebAdvisor for homegrown Fielding Common Scholarship Application online form – open 3 times per year  Supplemental documents – LOR, FAFSA, Essay  PDF files sent to awarding committee point of contact for decision – two week window  Award packages updated & decisions sent to students by FA

13. University of Hawai`i at Hilo  Application and Awarding  Online application through Next Gen Web Solutions “Scholarship Manager”  Open once: deadline is March 1 of each year  480 applicants in 13-14; 602 applicants in 14-15  Require LOR, FAFSA and personal statement  Certain data elements imported from Banner  Committee members have access around mid-March; usually 4-6 week awarding window  Awards updated and notifications sent through Scholarship Manager by our office  Review of declined/ cancelled awards before fall and spring semesters begin

14. Stanford, Graduate School of Business  Application & Awarding  PeopleSoft and Academic Works  MBA and MSM students must complete FAFSA and CSS Profile Applications and submit tax documents, PhD students are not required to apply for aid  Fellowship data form is required of all fellowship recipients completed once a year in September  Through Academic Works, Financial Aid team will match donor funds based on data provided by students

15. Stanford, Graduate School of Business  Departmental Collaboration  3 GSB Admissions Offices  2 Development Offices; University and GSB Development  GSB Finance Office  Other University Financial Aid Offices  IT

16. Fielding Graduate University  Institutional Challenges  Clarifying what is/is not a scholarship program  Balancing autonomy of decisions while centralizing the process  Student-led scholarship programs  Feedback loop to advancement/development & donors

17. University of Hawai`i at Hilo  Institutional Challenges  Getting Departmental scholarship administrators on board  Changes in Academic staff (i.e. Department Chairs)  Online reviewing process for the not-so-tech savvy

18. Stanford, Graduate School of Business  Institutional Challenges  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

19. Contact Information Lillian Simmons, Director, Financial Aid & Scholarships Fielding Graduate University lsimmons@fielding.edu (805) 898.4009 Emily Tarring, Financial Aid Counselor University of Hawai`i at Hilo ekingery@hawaii.edu (808) 932.7449 Jack Edwards, Director of Financial Aid Stanford, Graduate School of Business Jack.Edwards@Stanford.edu (650) 736.1758