GIFTS & CONTRIBUTIONS
Anyone can gift the future. No wrapping required.
Being a part of a larger plan and contributing toward a bigger gift is becoming the norm for friends and family. There’s no better way to get them involved and make them part of your future plans. Invite the people in your life to be part of something big. They’ll appreciate being asked.
Gift out of the box
Give family and friends an opportunity to celebrate while making a big impact for your kids. After enrolling in the plan, create an eGift event to mark special days and milestones — really anything you want. Send a text or email and invite people to give. It’s simple, plus it’s an opportunity to customize fun messages with the kids.
Make a grandparent happy. Show them a new way to spoil the grandkids!
Grandparents are the second biggest owners of 529 plans. Not surprising. They love to take care of their grandchildren, and money for college is one way to do it. Talk to the grandparents in your life about opening an account. Or suggest they talk to a financial advisor about gifting and estate planning benefits.