Navigating the Now and Next for Higher Education

Financial Aid Optimization Toolkit

We deliver individualized financial aid strategies—not only customized for your institution, but customized for each student. A strategy built from the ground up, accounting for shifts in market forces and student behavior, monitored by our experts for in-cycle optimization. It’s sophistication that leads to goal achievement.

We’ve curated a list of resources with our best financial aid optimization practices, solutions, and insights. Check out the resources below to find new ways to hit your financial aid goals.

Curious how Carnegie can help with your financial aid optimization efforts? Learn more about our service offerings and how a customized financial aid strategy can benefit your institution.Fill out the form if you’d like to talk to a Carnegie team member about your financial aid project.

Build Your Financial Aid Optimization Strategy

What Is Financial Aid Optimization and How Does Individualized Strategy Work?

In this blog post, our experts break down terms and concepts related to financial aid optimization. Read on to build your lexicon and learn about our individualized approach to financial aid strategy. Whether you’re new to enrollment management or financial aid or you’re tenured in the field, we think there’s something here for everyone.

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Financial Aid Optimization For Long-Term Enrollment Success

In this webinar we’re going to break down Financial Aid Optimization into three parts: Financial Aid Modeling, Recruitment Modeling and Student Success Modeling and share with you how these predictive analysis tools contribute to an optimization strategy and ultimately to your enrollment and institutional success. We’ll share examples of the outcomes of each and how they work together.

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FAFSA Simplification: What You Can Do Now to be Ready for Changes Ahead

The recent scramble by financial aid offices to update cost of attendance budgets based on guidance from the Department of Education was a reminder that there are more substantial changes to come. The FAFSA Simplification Act, which will have the most significant impact on the 2024–2025 aid year, will deliver a streamlined application form and a new measure of aid eligibility, among other updates.

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The Need Imperative: Why Marketing & Financial Aid Should Come Together

As reported by many news organizations as well as institutions across the country, the financial need of students in this post-pandemic environment has never been greater. While this is happening for prospective families, university budgets are incredibly strained from increased discounts (a function of higher need profiles) and enrollment counts that are not trending up and to the right.

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Featured Financial aid optimization Case Study

“Our partnership with Carnegie transformed our enrollment strategy. With their expert guidance in scholarship modeling, enrollment forecasting, and process optimization, we grew first-year and transfer enrollment by over 10% and increased net tuition revenue.”

Kevin B. Coughlin, Ph.D.
Vice President of Enrollment Management
University of Maine

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University of Maine

University of Maine

A customized enrollment strategy to overcome market challenges.