Manage General School Settings

Before using Blackbaud Financial Aid Management, review and update your school's settings.

Under Settings, select General School Settings and complete the following sections. When finished making changes, select Save.

  • Standard Fee: Enter the application fee charged for a standard application.

  • Business Owner Fee: Enter the application fee charged for business owners.

  • Who Pays: To change this setting, contact Support.

Note: You must contact Support to update some of these settings.

Configure application and tuition parameters for your school, including:

  • Application Available for Parents: Determines if parents can select the school the financial aid application.

  • Account Manager

  • Award Date: indicates when you will begin making financial aid awards.

  • Mandate Tuition

  • Email Reminder for Families: When enabled, weekly email reminders are sent to parents with applications in the Open, Submitted, and On Hold statuses.

  • Family Code Required for Parents: Enable to require parents to choose a Family Code in the application.

  • Student Code Required for Parents: Enable to require parents to choose a Student Code in the application.

  • Automated Communication For Schools: Enable if school users should receive email notifications when an application status is updated to Submitted, On hold, or Reviewed.

    Note: When Automated Communication for Schools is enabled, you can disable notifications for an individual user by disabling Receive notifications on the user's profile in Manage Users.

  • Completed Implementation

  • Show Award Responses: Allows parents receiving an award letter to accept or decline.

  • Include Appeal Option: If Show Award Responses is enabled, this option allows parents receiving an award letter to appeal the school's decision, in addition to the options to accept or decline.

  • Include Special Circumstances Option on Application for Parent to Opt-Out of Sale of Information

  • Include Special Circumstances Option on Application for Parent to Opt Out of Sale of Information

    Note: For more information on privacy features and resources, including providing your school's privacy policy, profiling, opt-out requests, and data deletion and retention, see Blackbaud'sPrivacy Resource Center.

  • Enable IRS Integration: Indicates if the IRS integration is active for the school.

Allows Only Enterprise Budgets: Select Yes if the school only allows budgets at the enterprise level.

If Yesis selected, Advanced School Users, School Users, and Read Only users do not have access to Home, Reports, or Settings. Additionally, they cannot navigate to Budgets, Budget Mapping, to Awards, Letters, or Families, Recent Status Updates.

Enterprises can group their schools by Region, School Type, and School Category. For more information, see Clusters.

The following documents are required for applications at this time:

  • 1040 - U.S. Individual Income Tax Return

  • W-2 - Wage and Tax Statement - only required for employed parents.

  • Paystub - only required for employed parents.