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Endowment reports - publishing award amounts

  • 1.  Endowment reports - publishing award amounts

    Posted 11-10-2021 09:02 AM

    Good morning! Our group is in a discussion about FERPA as it relates to publishing scholarship award amounts for specific students in our endowment reports.

    In the event a scholarship is only awarded to one student, our endowment report simply notes the student's name, class, hometown and major. If there are multiple student recipients, we list all of that same info, plus a total amount awarded. We have always been under the impression that publishing a student's specific award amount would be a violation of FERPA.

    We plan to verify this with University Counsel, but also want to hear from you. Thoughts?

    Thanks in advance,

    Suzanne McAdams
    Samford University

    Suzanne McAdams
    Sr. Dir. Adv. Services and Prospect Development
    Samford University

  • 2.  RE: Endowment reports - publishing award amounts

    Posted 11-10-2021 11:33 AM
    Absent consent, FERPA only allows release of financial aid information such as scholarship amounts to appropriate parties for the purpose of eligibility and administration of the aid, so technically, it would be ok if the funder required that information as a condition of the scholarship. The best practice is to get a signed release anyway. The form I've seen used commonly basically say 'either give us permission to share this info w scholarship funders, or don't, but if you don't, you may not be eligible for some scholarships based on the funder's requirements. ' The student chooses one option and signs.

    All of this depends on the endowment reports being treated confidentially by the recipients too. 

    Thank you,
    Isaac Shalev
    Data Strategy Expert
    Sage70, Inc.
    (917) 859-0151

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