Invest-a-Cats

A Personal Financial Planning Student and Kansas State University Foundation Partnership

Invest-a-CATS
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Welcome to Invest-a-CATS!!!

Purpose/Mission

To provide students enrolled in the Personal Financial Planning degree program at Kansas State University with hands-on experience in the craft of gathering, investing, and distributing assets for charitable purposes.

Objectives

Working with professional financial planning advisors at the University and KSU Foundation to make sound investment policies, students manage a portfolio consisting primarily of mutual funds and exchange-traded funds. As their asset base grows, students gain experience with a wider selection of investment products.

In partnership with KSU Foundation development staff, students build a client base and gain first-hand experience raising funds to increase the endowment's principal.

Students will develop confidence, leadership experience and communication skills while meeting real-world challenges and participating in professional organizations.

Once investment goals are reached, income will provide students with the experience of making distribution decisions to enhance student opportunities and program needs.

Welcome from the Advisor

The seed for the Invest-a-Cats project was planted in May 2004. Three students attended a conference in New Orleans where they learned about charitable donation funds. The students were intrigued with the idea of establishing their own fund. Their purpose was clear. Raise money from industry professionals, family, friends, and supporters of financial planning at K-State, invest the money using a systematic approach, and use earnings to support student learning.

When the students presented the idea to me I knew that they had hit upon a great concept. The K-State Foundation was eager to help the students, and in December 2004 the students raised $10,000 to establish the fund. Not only have the students done well with the fund, I believe that they are breaking new ground with the Invest-a-Cats model. While many universities provide students with an opportunity to manage assets, no other program encourages students to develop and implement fundraising and scholarship objectives in addition to managing assets. This project is a win-win for students, friends, and alumni. Students gain valuable experience. Donors receive the knowledge that they are making a significant impact in the lives of young professionals – while also receiving a tax deduction for contributions!

If you have not already made a contribution to the Invest-a-Cats fund this year, I strongly encourage you to do so. My family and I have made a donation, and in addition to our regular giving to local charities and church, Invest-a-Cats is our primary charitable activity. I hope you will join me in supporting the financial planning students at K-State.

John Grable Ph.D., CFP®, RFC

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