learning forum: taking college savings accounts to scale municipal and local platforms

8
Learning Forum: Taking College Savings Accounts to Scale Municipal and Local Platforms Debbie Taylor Southwest Regional Director Citi Community Development November 1, 2011 | 3:30 p.m.

Upload: arav

Post on 21-Jan-2016

42 views

Category:

Documents


0 download

DESCRIPTION

November 1, 2011 | 3:30 p.m. Learning Forum: Taking College Savings Accounts to Scale Municipal and Local Platforms. Debbie Taylor Southwest Regional Director Citi Community Development. www.MySavingsAccount.com | Home. Kindergarten to College | Home. - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: Learning Forum:  Taking College Savings Accounts to Scale Municipal and Local Platforms

Learning Forum: Taking College Savings Accounts to ScaleMunicipal and Local Platforms

Debbie TaylorSouthwest Regional DirectorCiti Community Development

November 1, 2011 | 3:30 p.m.

Page 2: Learning Forum:  Taking College Savings Accounts to Scale Municipal and Local Platforms

www.MySavingsAccount.com | Home

Page 3: Learning Forum:  Taking College Savings Accounts to Scale Municipal and Local Platforms

Kindergarten to College | Home

Page 4: Learning Forum:  Taking College Savings Accounts to Scale Municipal and Local Platforms

Kindergarten to College | Resources

Page 5: Learning Forum:  Taking College Savings Accounts to Scale Municipal and Local Platforms

Kindergarten to College | Glossary

Page 6: Learning Forum:  Taking College Savings Accounts to Scale Municipal and Local Platforms

Kindergarten to College | Secure Account Summary

Date of Transaction Details Contributions Incentives

04/04/2011 Initial Incentive 0.00 50.00

04/04/2011Free and Reduced Lunch Program Incentive 0.00 50.00

04/16/2011 Contribution and Match 15.00 15.00

04/20/2011 Contribution and Match 10.00 10.00

04/25/2011 Contribution and Match 45.00 45.00

04/26/2011 Contribution and Match 5.00 5.00

04/29/2011 Growth Amount 0.00 0.01

05/02/2011 Contribution and Match 35.00 25.00

05/04/2011 Contribution 25.00 0.00

Total ContributionsTo Date $125.00This Year $125.00

Total Value: $325.01 as of (last upload date)

Total IncentivesGrowth AmountsTo Date $0.01This Year $0.01IncentivesTo Date $200.00This Year $200.00

Summary

My Savings

Activity as of (last upload date):

Page 7: Learning Forum:  Taking College Savings Accounts to Scale Municipal and Local Platforms

Partnership for College Completion | KIPP College Account

Page 8: Learning Forum:  Taking College Savings Accounts to Scale Municipal and Local Platforms

www.citicommunitydevelopment.com

[email protected]