Yale financial aid questions

<p>Folks,</p>

<p>TWO quick questions. </p>

<li><p>How accurate is that Yale calculator…for those who have received aid packages?</p></li>
<li><p>Does YALE consider the equity of the home you are living in? When we were calculating our finances, the calculator seemed to oddly bypass that data. Are they only looking at second homes (ie rental properties and vacation homes) in their assessments… or did we miss something. I know our son’s private school does NOT consider the equity of “sole” homes especially if there appear to be no other assets in the family.</p></li>
</ol>

<p>LMK if you have any insight or answers to either. We inputed twice already.</p>

<p>Thanks kindly</p>

<p>I'm not seeing a calculator, can you give a link? Or are you referring to the link on the "Eligibility" webpage that takes you to the College Board calculator? If so, that calculator won't necessarily be accurate for Institutional funds as each school uses it's own formula. </p>

<p>Y does count equity on your primary residence as an asset, but they do have some general limits and amounts they consider "typical". The most I've seen them discuss assets is in this article:</p>

<p>Yale</a> Cuts Costs for Families and Students</p>

<p>Stanford gives a number of $250k as what they consider "typical assets" for families with incomes up to $100k and describes how they arrive at that number. See this thread for a discussion and link to the S information:</p>

<p><a href="http://talk.collegeconfidential.com/financial-aid-scholarships/650712-typical-assets-whah.html%5B/url%5D"&gt;http://talk.collegeconfidential.com/financial-aid-scholarships/650712-typical-assets-whah.html&lt;/a&gt;&lt;/p>

<p>From personal experience, I know that assets beyond what they consider "typical" will increase the size of your EFC beyond the % that they give for an income categories. For instance, they state: "families earning $60,000 to $120,000 will typically contribute from 1% to 10% of total family income." Since I was prudent and saved (not in my child's name) for college and paid off my mortgage, we pay closer to 50% of COA even though we are well within this income range. However, I'm not complaining as most other full need schools offered us zero FA, so Ys new initiative is definitely an improvement.</p>

<p>Thanks entomom</p>

<p>Yale introduced its online financial aid calculator in 2008 apparently... I just read about it this morning.</p>

<p>Here is the link---</p>

<p>Yale</a> University Financial Aid > Financial Aid Calculator</p>

<p>They asked for tuition for other children which we did plug in. Our sole asset is actually our home, but the equity in it is a bit more than 250K as we purchased when our son was a baby. And we do live in DC where property runs high.</p>

<p>Okay well HARVARD no longer considers your home's equity per its "middle class initiative"</p>

<p>(I suspect YALE is doing the same thing?...I have to look at their ecf again and trail back)</p>

<p>FROM HARVARD</p>

<p>• Eliminate Home Equity from Consideration: Under the new policy, Harvard will no longer consider home equity in determining a family’s ability to pay for college. This will reduce the price by an average of $4,000 per year for affected families as compared with current practice. </p>

<p>“We want all students who might dream of a Harvard education to know that it is a realistic and affordable option,” said Faust. “Education is fundamental to the future of individuals and the nation, and we are determined to do our part to restore its place as an engine of opportunity, rather than a source of financial stress. With no loans, no consideration of home equity, and a dramatic increase in grant aid, we are not tinkering at the margins, we are rebuilding the engine.</p>

<p>Thanks for the link! It looks like the same program that Amherst uses, but with different forumulas of course ;). I'll try running it tonight with last year's numbers and see how close it gets to our actual package. </p>

<p>
[quote]
Okay well HARVARD no longer considers your home's equity per its "middle class initiative"</p>

<p>(I suspect YALE is doing the same thing?...

[/quote]
</p>

<p>I don't think it's a given that if H has done it that Y has as well, but it's definitely possible. And if they don't ask for it in their new calculator, then it sounds likely. Two years ago Y did count home equity and they tended to give less FA than H&P, but that was before the new FA programs for both schools.</p>

<p>One thing to remember, if your child does get into HPS, and their FA package is better, Y will likely match their offers.</p>

<p>Thanks Entomom. I went back last night and it looks like Yale is not including the home equity and that they are giving credit for the tuition we currently pay for our younger child.</p>

<p>Update and Correction from Yale--- Home equity is indeed included but it may seem low to me because of the asset caps, etc...For folks, info from Yale newspaper:</p>

<p>YALE OVERHAULS FINANCIAL AID; REFORM TARGETS MIDDLE CLASS
10-percent contribution expected from families making $120K to $200K
published Tuesday, January 15, 2008</p>

<p>Following sweeping financial-aid reforms announced Monday, the University will dramatically reduce the cost of a Yale College education for families making under $200,000. </p>

<p>Yale's new plan, made public just over a month after Harvard University unexpectedly unveiled an overhaul of its own financial-aid policies, bears the imprint of Harvard's revamped aid portfolio. The expected contributions from families in income brackets up to $180,000 are identical to those laid out by Harvard, and like Harvard, Yale will eliminate student loans from aid packages beginning next year. </p>

<p>But Yale will allow families making between $120,000 and $200,000 to contribute 10 percent of their income on average toward tuition, while Harvard limited the average 10-percent contribution to families making up to $180,000 in its December announcement.
Initial student reaction to the announcement was overwhelmingly positive. Out of more than four dozen students who responded to a News e-mail survey yesterday, nearly all were at least somewhat supportive of the changes. </p>

<p>Like their Harvard counterparts, Yale families earning less than $60,000 annually will not be asked to contribute anything to their children's tuition, while families making between $60,000 and $120,000 will contribute up to 10 percent of their total income.
"The idea is to make a significant impact on the questions of accessibility and affordability," University President Richard Levin said in a phone interview Monday afternoon. "[We want] to make a change that's truly felt by a wide range of families, that both helps our existing students and helps us attract more students whose families need our support." </p>

<p>Yale will also reduce the amount that students are expected to contribute from their own earnings each year to $2,500, from $4,400. Students will be able to earn this by working on campus for about seven hours a week, according to a University press release. ...</p>

<p>Yale will also tie its increase in tuition, room and board charges next year to the expected level of consumer price inflation, 2.2 percent, according to the statement. For the past few years, Yale has increased these costs by about 5 percent a year.
For the 2007-'08 school year, tuition, room and board total $45,000. </p>

<p>Yale will continue to consider home equity in financial-aid calculations, despite the fact that both Harvard and Princeton University do not. But Yale announced that it will exempt up to $200,000 of a family's assets — which could include home equity as well as other investments — from aid calculations starting next year, reducing the expected parental contribution. </p>

<p>When asked why he decided against eliminating home equity from Yale's need calculations, Levin replied, "Because you have a president who's an economist."
Excluding home equity might encourage families to cheat the system, Levin said. Those families could invest liquid savings in real estate or use them to pay off a mortgage, which would eliminate those funds from consideration and increase financial-aid awards as a result, he said. ....</p>

<p>Yale last altered its financial-aid policies in 2005, when the University eliminated the parental contribution for families making less than $45,000 and reduced contributions for families making between $45,000 and $60,000. </p>

<p>-Samuel Breidbart contributed reporting.</p>