Jump to content

Establishing a 501(c)(9) trust to fund tuition assistance

Guest Ira Hayes

Recommended Posts

Guest Ira Hayes

Would appreciate jist of a case study where a private institution of higher learning subject to FAS #106 set up a trust to level cost of tuition assistance provided to retired staff and faculty to aid them in paying for tuition of children, for example:

  • Can it be done legally
  • What guidelines are there on setting trend assumption for cost increases in tuition
  • What investment restrictions are there?

Thanks much,


Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Create New...