Free Webinar
529s for Scholarship Providers: What You Need to Know
Wednesday, December 3, 2025
2:00 pm EST/11:00 am PST
Confused about 529s?
Have you been hearing a lot about 529 plans lately and wondering how they actually work for scholarships? Got questions (maybe even a lot of them) but not sure who to ask?
Join Students First Consulting for a free (and jargon-free) webinar that demystifies using 529s as a scholarship disbursement tool.
Over the past few years, we’ve become both experts and enthusiastic evangelists of this approach–and for good reason. Using 529s can significantly reduce scholarship displacement, cut weeks (sometimes months) off your administrative workload, and help ensure donor intent is honored.
Grab Your Spot
This Webinar Will Cover:
How 529s work differently for organizations than they do for families
Key setup options and choosing a plan provider
Maintaining oversight and ensuring appropriate use of funds
Best practices for communicating with students and families
And most importantly, how this approach benefits students
We'll also share real-world lessons learned from implementing this with a variety of client organizations.
Stick around at the end for our favorite segment: Ask Us Anything–a chance to get your burning questions answered. (Well… most of them. We probably can’t help with whether or not you should get bangs.)
Your Presenter
Sarah Battersby, Founding Partner, Students First Consulting
Through Students First Consulting, Sarah has helped transform clients' scholarship programs into compliant, audit-ready operations that genuinely serve today's students while fostering deep donor engagement and satisfaction. With nearly 20 years in scholarships, philanthropy, and higher education, she champions programs that put students first, maximize donor impact, and meet regulatory requirements—having successfully converted her region's scholarship program from an administrative burden into a nationally recognized model.
In recent years, Sarah’s become a leading expert on utilizing 529 plans for scholarships. She possesses a rare depth of knowledge on the subject and has guided numerous clients on successful 529 solution implementations.
