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Donation Benefits |
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What is the Challenge? |
To provide Personal Financial Planning students with hands-on experience related to the accumulation, management, and distribution of assets.
To give students experiential learning opportunities related to charitable fundraising, investment management, and scholarship distributions. |
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What are the Solutions to the Challenge? |
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- To bring students together in an organized way to apply the knowledge they are learning in class to real life situations.
- To create a sizable endowment that will allow students to manage a perpetual fund of assets.
- To link students involved with the Invest-a-Cats project with financial planning practitioners who can then share practical insights into the accumulation, management, and ultimate distribution of assets.
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What are Actions Needed to Solve the Challenge? |
- To establish fundraising goals for students.
- To obtain support for the project from the majority of Personal Financial Planning alumni.
- To obtain donations from the Personal Financial Planning Advisory Board.
- To obtain donations from KSU faculty and staff.
- To identify corporate partners.
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Key Messages to Convey? |
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- This is the only program of its kind in the country.
- Students value the advice and guidance of professional financial planners.
- Experiential learning will make KSU graduates even more competitive in the marketplace than they currently are.
- No where else can students learn and apply principles related to the accumulation, management, and distribution of assets in a way that resembles actual financial planning practice.
- Systems are in place to guarantee continuity from one graduating class to another.
- Invest-a-Cats is student managed but advised by faculty and KSU Foundation staff.
- The project is supported by Personal Financial Planning faculty, Personal Financial Planning Advisory Board members, and financial planning practitioners.
- Students, faculty, and staff have made financial commitments to the project.
- Earnings from the Invest-a-Cats account go to fund worthy causes.
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Outcomes |
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Outcomes for Students at K-State:
- Students learn to be stewards of other people's assets.
- Students apply the principles of fiduciary leadership and ethical conduct as it relates to managing assets.
- A portion of account earnings can be used to fund needed and valuable student scholarships and other charitable activities.
- Graduates who participate in the project will be better prospective financial planning employees.
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Outcomes for Donors
- Donations are tax deductible.
- All donors are recognized publicly.
- Opportunities exist for certain donors to help guide the future of the Invest-a-Cats project.
- Opportunities exist to interact with students in the learning process.
- Participation offers firms who firms who partner with KSU broad exposure to students, faculty, and staff.
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