Helping families save for higher education.
CollegeCounts is Alabama’s qualified tuition program under Section 529 of the Internal Revenue Code. The plan offers tax advantages, flexible investment choices, and an easy way to invest in future education expenses for children and loved ones. To explore plan options, investment tools, and account setup, visit the CollegeCounts website.
Board of Directors
CollegeCounts is governed by a board of directors committed to responsible oversight and accountability.
Young Boozer
State Treasurer, Chair
Montgomery, AL
Will Ainsworth
Lt. Governor
Montgomery, AL
Jimmy Baker
Montgomery, AL
Stephen Eberhart
Fort Payne, AL
Daniel Hughes
Montgomery, AL
Charles (Chuck) Karr, Ph.D.
Huntsville, AL
Jack Knight
Birmingham, AL
Jim Purcell
Montgomery, AL
Edward Reifenberg
Montgomery, AL
Ron Stokes
Birmingham, AL
Susan Tully
Guntersville, AL
Board Meeting Materials
2026
- 1 Agenda (002)
- 10 Scholarship Postcard Copy
- 11 2026 CollegeCounts Marketing Plan Update
- 12 CollegeCounts UBT Board Booklet Q4 2025 (Feb 18, 2026)
- 13 Wilshire Alabama Supplemental Report 4Q2025 Updated
- 14 Wilshire CollegeCounts December 2025 Report
- 15 Callan CollegeCounts Executive Summary 4Q25
- 16 Amendment To Program Management Agreement Alabama EXECUTION VERSION (FEB 2026)
- 17 Program Management Agreement Amendment re Distributor resolution
- 18 Forbes Best 529 Plans
- 19 FY25 Annual Report Of PACT, CollegeCounts 529 & ABLE Savings Programs
- 2 CC And ABLE Minutes 111925
- 20 2025 – State of Alabama CollegeCounts 529 – Audit Communication Letter
- 21 2025 State Of Alabama CollegeCounts 529 Advisor Plan Audited Financials
- 22 2025 State Of Alabama CollegeCounts 529 Direct Plan Audited Financials
- 3. Investment committee minutes 111925
- 4. Vestwell Alabama ABLE – Q4 Board Report – FINAL V2
- 5 Sellwood Investment Report 2025 12 31 ABLE
- 6 ABLE Program Report
- 7 Copperwing Alabama ABLE Campaign Analytics Oct 2025_Dec 2025 copy
- 8. Program Report Stmt Of Cash Flows October December 2025
- 9. ACES Program Budget Report December 2025
2025
- 01 Agenda (002)
- 02 CC And ABLE Minutes 082025
- 03 Vestwell Alabama ABLE 093025
- 04 Sellwood 2025 09 30 Alabama 529 Performance Report ABLE
- 05 Copperwing Alabama ABLE Campaign Analytics July 2025 Sept 2025 Copy
- 06 AL ABLE Vestwell PMA Amendment 3 (Deletion OR ABLE) 10.22.25
- 07 Proposed Resolution For Oregon Removal
- 08 Alabama ABLE Investment Policy
- 09 Proposed Resolution For ABLE IPS
- 10 Program Report Stmt Of Cash Flows July September 2025
- 11 2025 FYE Savings Budget
- 12 ACES Program Report Budget September 2025
- 13 Scholarship Postcard
- 14 CollegeCounts Combined Web Updates
- 15 Union Bank Board Booklet Q3 2025 (Nov 19 2025)
- 16 Wilshire CollegeCounts Supplemental Report 3Q2025
- 17 Wilshire CollegeCounts September 2025 Report
- 18 Callan Executive Summary 3Q25
- 19 Alabama 529 Plan U.S. Small Cap Value Equity Search Nov2025
- 20 Funds Resolution
- 21 Northern Lights
- 22 Distributor Resolution
- 23 Saving For College Ratings
- 01 Agenda (002)
- 02 CC And ABLE Minutes 052125
- 03 Vestwell Alabama ABLE Q2
- 04 Sellwood 2025 06 30 Alabama ABLE
- 05 Copperwing Alabama ABLE Campaign Analytics April 2025 June 2025
- 06 ABLE Program Report
- 07 Program Report CollegeCounts Stmt Of Cash Flows April June 2025
- 08 ACES Program Report CollegeCounts Budget June 2025
- 09 CollegeCounts Program Activities
- 10 CollegeCounts Scholarship TotalApplicationsByCountyReport(1)
- 11 CollegeCounts Scholarship Demographics
- 12 UBT CollegeCounts Q2 2025
- 13 Wilshire CollegeCounts June 2025 Report
- 14 Alabama Supplemental Report 2Q2025
- 15 Callan CollegeCounts 2Q25
- 16 CollegeCounts 529 Scholarship Payout
- 17 Proposed Resolution For CollegeCounts Scholarship Payout
- Approved Savings Board Meeting Minutes for August 20, 2025
- Agenda Item 1. Minutes From 2/19/2025
- Agenda Item 2.A. Vestwell Alabama ABLE Q1 Board Report 5.13
- Agenda Item 2.B. 2025 03 31 Alabama 529 Performance Report ABLE
- Agenda Item 2.C. ABLE Informational Item
- Agenda Item 2.C. ABLE Program Activities
- Agenda Item 3.A.1 Program Report Stmt Of Cash Flows January March 2025
- Agenda Item 3.A.1. CollegeCounts Program Activities
- Agenda Item 3.A.1. Program Report Budget March 2025
- Agenda Item 3.A.2. CollegeCounts Union Bank Board Booklet Q1 2025
- Agenda Item 3.A.3. Wilshire March 2025 Report
- Agenda Item 3.A.3. Wilshire Supplemental Report Q1 2025
- Agenda Item 3.A.4. Callan CollegeCounts Executive Summary 1Q25
- Savings Board Meeting Minutes 5/21/2025
- Agenda 02/19/25
- Agenda Item 1. Minutes from 11/20/24
- Agenda Item 2.A.2. ABLE Investment Report and Program Acitvities
- Agenda Item 2.A.2. Vestwell ABLE Report
- Agenda Item 2.A.3. Copperwing Marketing Report
- Agenda Item 3.A.1. CollegeCounts BIG Communications Annual Update
- Agenda Item 3.A.1. CollegeCounts Program Activities
- Agenda Item 3.A.1. Program and Marketing Report
- Agenda Item 3.A.1. Program Budget
- Agenda Item 3.A.2. UBT Quarterly Report Q4
- Agenda Item 3.A.3. Wilshire December 2024 Report
- Agenda Item 3.A.3. Wilshire Supplemental Report 4Q2024
- Agenda Item 3.A.4. Callan Executive Summary 4Q24
- Agenda Item 3.A.4. Callan Long Duration Exposure
- Agenda Item 3.B.1. State Of Alabama CollegeCounts Audits Letter
- Agenda Item 3.B.2 CollegeCounts 529 Advisor Plan Audit
- Agenda Item 3.B.2 CollegeCounts 529 Direct Plan Audit
- Agenda Item 3.B.2. Wallace Folsom Savings Investment Plan Audit
- Agenda Item 3.B.3. Annual Report Of PACT, CC529 & ABLE Programs
2024
- Agenda 11/20/24
- Agenda Item 1. Approval of 08/21/24 Minutes
- Agenda Item 2.A.1. Vestwell ABLE Q3 Board Report
- Agenda Item 2.A.2. ABLE Investment Report Sept. 2024
- Agenda Item 2.A.2. ABLE Program Activities
- Agenda Item 2.A.2. Sellwood ABLE Performance 09/30/24
- Agenda Item 2.A.3. Copperwing Alabama ABLE Campaign Update
- Agenda Item 3.A.1. ACES Budget EOY 2024
- Agenda Item 3.A.1. CC Program Activities
- Agenda Item 3.A.1. CC Program Budget Sept. 2024
- Agenda Item 3.A.2. UBT Q3 2024 Report
- Agenda Item 3.A.3. Wilshire Q3 2024 Report
- Agenda Item 3.A.4. Callan Executive Summary Q3 2024
- Agenda
- Agenda Item 1. Minutes 05152024
- Agenda Item 2.A.1. Alabama ABLE Q2 Board Report Final
- Agenda Item 2.A.2 Sellwood 2024 06 30 Alabama 529 Performance Report ABLE
- Agenda Item 2.A.3. ABLE Program Activities
- Agenda Item 2.A.3. Alabama ABLE Campaign Update 8.13.24 FINAL
- Agenda Item 3.A.1. ACES Program Report Budget June 2024
- Agenda Item 3.A.1. CollegeCounts Program Activities
- Agenda Item 3.A.1. Program Report Stmt Of Cash Flows April June 2024
- Agenda Item 3.A.2. CollegeCounts Union Bank Board Booklet Q2 2024 (Aug 15, 2024)
- Agenda Item 3.A.3. Wilshire Full CollegeCounts June 2024 Report
- Agenda Item 3.A.4. Callan CollegeCounts Executive Summary 2Q24
- Agenda 05/14/24
- Agenda Item 1. Minutes from 02/21/24
- Agenda Item 2.A.1. ABLE Vestwell Report
- Agenda Item 2.A.2. ABLE Investment Report
- Agenda Item 2.A.2. ABLE Program Activities
- Agenda Item 2.A.3. ABLE Copperwing Marketing Report
- Agenda Item 3.A.1. CollegeCounts Program Report: Activities
- Agenda Item 3.A.1. CollegeCounts Program Report: Budget
- Agenda Item 3.A.1. CollegeCounts Program Report: Opportunity Enhancement Fund
- Agenda Item 3.A.3. Wilshire Investment Performance
- Agenda Item 3.A.4. Callan Consultant’s Report
- Agenda 02/21/24
- Agenda Item 1. Minutes from 11/15/23
- Agenda Item 2.A.1. ABLE Vestwell Quarterly Report
- Agenda Item 2.A.2. ABLE Investment Report
- Agenda Item 2.A.2. ABLE Program Activities
- Agenda Item 2.A.2. ABLE Program Activities
- Agenda Item 3.A.1. CollegeCounts Program Report: Budget
- Agenda Item 3.A.1. CollegeCounts Program Report: Opportunity Enhancement Fund
- Agenda Item 3.A.3. Wilshire Investment Performance
- Agenda Item 3.A.4. Callan Consultant’s Report
2023
- Agenda 11/15/23
- Agenda Item 1. Minutes from 08/23/23
- Agenda Item 2.A.2. ABLE Program Activities
- Agenda Item 2.A.2. ABLE Program Report
- Agenda Item 2.A.2. ABLE Program Report
- Agenda Item 3.A.1. CollegeCounts Program Report: Activities
- Agenda Item 3.A.1. CollegeCounts Program Report: FY 2023 Budget
- Agenda Item 3.A.1. CollegeCounts Program Report: FY 2024 Budget
- Agenda Item 3.A.1. CollegeCounts Program Report: Opportunity Enhancement Fund
- Agenda Item 3.A.2. Union Bank Overview & Statistics
- Agenda Item 3.A.3. Wilshire Investment Performance
- Agenda Item 3.A.4. Consultant’s Report
- Agenda 08/23/23
- Agenda Item 1. Minutes from 05/24/23
- Agenda Item 2.A.1. ABLE Vestwell Report
- Agenda Item 2.A.2. ABLE Program Activities
- Agenda Item 2.A.2. ABLE Program Report
- Agenda Item 3.A. CollegeCounts Program Report: Budget
- Agenda Item 3.A.1. CollegeCounts Program Report: Activities
- Agenda Item 3.A.1. CollegeCounts Program Report: Opportunity Enhancement Fund
- Agenda Item 3.A.2. Union Bank Overview & Statistics
- Agenda Item 3.A.3. Wilshire Investment Performance
- Agenda Item 3.A.4. Consultant’s Report
- Agenda 05/24/23
- Agenda Item 1. Minutes from 02/22/23
- Agenda Item 2.A.1. ABLE Vestwell Report
- Agenda Item 2.A.2. ABLE Program Activities
- Agenda Item 2.A.2. ABLE Program Report
- Agenda Item 2.B.2. Proposed Resolution for ABLE Marketing Plan
- Agenda Item 3.A.1. CollegeCounts Program Report: Activities
- Agenda Item 3.A.1. CollegeCounts Program Report: Budget
- Agenda Item 3.A.1. CollegeCounts Program Report: Opportunity Enhancement Fund
- Agenda Item 3.A.1. CollegeCounts Program Report: Opportunity Enhancement Fund
- Agenda Item 3.A.2. Union Bank & Trust Overview & Statistics
- Agenda Item 3.A.3. Wilshire Investment Performance
- Agenda Item 3.A.4. Consultant’s Report
- Agenda 02/22/23
- Agenda Item 1. Minutes from 11/16/22
- Agenda Item 2.A. ABLE Vestwell Quarterly Report
- Agenda Item 2.B. ABLE Program Report
- Agenda Item 2.B. ABLE Program Report – Activities
- Agenda Item 3.A.1. CollegeCounts Program Report – Activities
- Agenda Item 3.A.1. CollegeCounts Program Report – Budget
- Agenda Item 3.A.1. CollegeCounts Program Report – Opportunity Enhancement Fund
- Agenda Item 3.A.2. Union Bank & Trust Overview & Statistics
- Agenda Item 3.A.3. Wilshire Investment Performance
- Agenda Item 3.A.4. Consultant’s Report
2022
- Agenda 11/16/22
- Agenda Item 1. Minutes from August 24, 202
- Agenda Item 2.A. ABLE Vestwell Quarterly Report
- Agenda Item 2.B. ABLE Program Report
- Agenda Item 2.B. ABLE Program Report – Activities
- Agenda Item 3.A.1. CollegeCounts Program Report – Activities
- Agenda Item 3.A.1. CollegeCounts Program Report – FY22 Budget
- Agenda Item 3.A.1. CollegeCounts Program Report – FY23 Budget
- Agenda Item 3.A.1. CollegeCounts Program Report – Opportunity Enhancement Fund
- Agenda Item 3.A.2. Union Bank & Trust Overview & Statistics
- Agenda Item 3.A.3. Wilshire Investment Performance
- Agenda Item 3.A.4. Consultant’s Report
- Agenda 08/24/22
- Agenda Item 1. Minutes from May 25, 2022
- Agenda Item 2.A. Vestwell Quarterly Report
- Agenda Item 2.B. ABLE Program Report – Activities
- Agenda Item 2.B. ABLE Program Report – Performance
- Agenda Item 3.A.1. Program Report – Budget
- Agenda Item 3.A.1. Program Report – CollegeCounts Activities
- Agenda Item 3.A.1. Program Report – Opportunity Enhancement Fund
- Agenda Item 3.A.2. Union Bank & Trust Overview & Statistics
- Agenda Item 3.A.3. Wilshire Investment Performance
- Agenda Item 3.A.4. Consultant’s Report
- 13 CollegeCounts Exec Sum 1Q22 Final
- 3 Alabama ABLE Q1 2022 Qrtly Report 220513
- 4 Sellwood ABLE Investment Report 2022 03 31
- 7 Proposed Resolution For True Link Debit Card
- Agenda 05/25/22
- Agenda Item 1. Minutes for March 2, 2022
- Agenda Item 2.B. ABLE Program Activities
- Agenda Item 2.B. ABLE Program Activities
- Agenda Item 3.A.1. Program Report: Budget
- Agenda Item 3.A.1. Program Report: CollegeCounts Activities
- Agenda item 3.A.1. Program Report: Opportunity Enhancement Fund
- Agenda Item 3.A.2. Union Bank & Trust Overview & Statistics
- Agenda Item 3.A.3. Wilshire Investment Performance
- 10 Alabama CollegeCounts Union Bank Board Booklet Q4 2021 (March 2, 2022)
- 3 Alabama ABLE Vestwell Slides
- 7 Program Report Stmt Of Cash Flows Oct. Dec. 2021
- Agenda 03/03/22
- Agenda Item 1. Minutes for 11/17/21
- Agenda Item 2.B. Sumday Quarterly Report
- Agenda Item 2.C. ABLE Program Report
- Agenda Item 3.A.1. College Counts Program Report: Marketing
- Agenda Item 3.A.1. CollegeCounts Program Report: Budget
- Agenda Item 3.A.3. Investment Performance
- Agenda Item 3.A.4. Consultant’s Report
2021
- 6 Program Report Stmt Of Cash Flows July Sept. 2021
- Agenda 11/17/21
- Agenda Item 1. Minutes for August 18, 2021
- Agenda Item 2a. Sumday Quarterly Report
- Agenda Item 2b. ABLE Program Report
- Agenda Item 2b. ABLE Program Report-Marketing Strategy
- Agenda Item 2b. ABLE Program Report-Marketing Strategy
- Agenda Item 3a.1. CollegeCounts Program Report 2021 EOY Budget
- Agenda Item 3a.1. CollegeCounts Program Report-2022 Budget
- Agenda Item 3a.2. Plan Overview & Statistics
- Agenda Item 3a.3 Wilshire Report
- Agenda Item 3a.4. Consultant’s Report
- Agenda Item 3c.1. 2021 Morningstar Report-Advisor
- Agenda Item 3c.1. Morningstar Report-Direct
- Agenda 05/26/21
- Agenda Item 2: Minutes for February 17, 2021
- Agenda Item 3.A.1.a Cash Flow
- Agenda Item 3.A.1.b Budget
- Agenda Item 3.A.1.c Scholarship Demographics
- Agenda Item 3.A.1.d Scholarship Application by County
- Agenda Item 3.A.1.e Program Marketing Report
- Agenda Item 3.A.2 Plan Overview and Statistics
- Agenda Item 3.A.3 Wilshire Report
- Agenda Item 3.A.4 Consultant’s Report
- Agenda Item 3.B.2.b William Blair Resolution
- Agenda Item 3.B.3.b Scholarship Payout Resolution
- Agenda Item 4.A.1 Enable Overview and Statistics
- Agenda Item 4.A.2 Alabama ABLE Overview
- Agenda Item 4.B Investment Portfolio Resolution
2020
Board Discussion Regarding Covid 19
2019
- Agenda 06/12/19
- Item 2 Minutes 02/20/19
- Item 3 Enable Savings Plan Booklet
- Item 4.A.1 Program Report Budget
- Item 4.A.1 Program Report Cash Flow
- Item 4.A.1 Program Report Scholarship by County
- Item 4.A.1 Program Report Scholarship Demographics
- Item 4.A.2 Plan Overview and Stats
- Item 4.A.4 Consultant’s Report
- Item 4.B.2b Scholarship Resolution
- Item 5.A AKF College Savings Market Report
2018
- 7 CollegeCounts September 2018 Report
- Agenda 11/28/18
- Item 1. Minutes 08/16/18
- Item 2.A.1. Program Report: Budget EOY 2018
- Item 2.A.1. Program Report: Budget FY19
- Item 2.A.1. Program Report: Opportunity Enhancement Fund
- Item 2.A.2. Plan Overview & Statistics
- Item 2.A.3. Investment Performance
- Item 2.A.4. Consultant’s Report
- Item 2.B.4.D. Consideration of AKF Resolution
- Item 2.B.4.E. Consideration of Callan Resolution
- Item 2.B.5. Consideration of Scholarship Resolution
- Item 2.C.1. Morningstar Ratings: Advisor
- Item 2.C.1. Morningstar Ratings: Direct
- Item 3. Enable Savings Plan Alabama – Plan Overview & Statistics
- Agenda 8/15/18
- Item 1. Minutes 5/16/18
- Item 2.A.1.A. Program Report: Budget
- Item 2.A.1.B. Program Report: Opportunity Enhancement Fund
- Item 2.A.2. Plan Overview & Statistics
- Item 2.A.3. Investment Performance
- Item 2.A.4. Consultant’s Report
- Item 3. Enable Savings Plan Alabama-Plan Overview & Statistics
- 5 2018 19 Vs Previous Winner
- Agenda 5/16/18
- Item 1. Minutes 2/21/18
- Item 2.A.1. Program Report: Budget
- Item 2.A.1. Program Report: Opportunity Enhancement Fund
- Item 2.A.2. Scholarship Report: Demographics
- Item 2.A.4. Investment Performance
- Item 2.A.5.A. Consultant’s Report
- Item 2.B.2.B. Consideration of Resolution: Scholarship Payout
- Item 2.B.3.B. Consideration of Proposed Resolution: Program Disclosure Statement
- Item 2.B.4.B. Consideration of Increase in Maximum Account Balance Limit
- Item 2.B.4.B. Consideration of Increase in Maximum Account Balance Limit
- Item 2.B.5.B. Vanguard REIT Index Fund Changes
- Item 3. Enable Savings Plan Alabama: Plan Overview & Statistics
- UBT Q 1 2018 CollegeCounts 529 Board Booklet (May 16, 2018) FOR WEB
- 12 Alabama CollegeCounts 529 Plans Management Letter
- 14 CollegeCounts Direct 2017 Financial Statements
- Agenda 2/21/17
- Item 1. Minutes 11/15/17
- Item 2.A.1. Program Report: Budget
- Item 2.A.1. Program Report: Opportunity Enhancement Fund
- Item 2.A.4. Investment Performance
- Item 2.A.5. Consultant’s Report
- Item 2.C.1. Legislation Update
- Item 2.C.2. Advisor PDS Supplement
- Item 2.C.2. Direct PDS Supplement
- Item 2.C.3. MSRB
- Item 2.C.4. CollegeCounts Annual Audit
- Item 3. Enable Savings Plan Alabama: Plan Overview & Statistics
CollegeCounts Scholarship
The CollegeCounts Scholarship provides financial assistance to eligible Alabama high school students with demonstrated financial need who plan to attend an Alabama college. Scholarships are awarded through a competitive application process and are intended to support students during their freshman year.
