College Gifting Program 529 Savings Plan Fidelity

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College gifting

It's easy for family and friends to give a gift to your 529 college savings account.
Go People sometimes feel awkward asking for gifts to a 529 account even though it could provide a lasting and meaningful benefit. Consider these tips from Fidelity customers. They found easy ways to ask friends and family to think of college on gift-giving occasions.

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Here' s how it works

Find the link to your college gifting page When you sign up for college gifting, you'll get a private dashboard that only you can see. Your dashboard shows your options for sharing a link to your personalized college gifting page. Share the link to your college gifting page From your dashboard you can use the buttons to share a link to your college gifting page on Facebook and Twitter. Or you can use the "Copy link" button to share the link anywhere you'd like—emails, other social media sites, electronic birthday invitations. Make it easy for friends and family to give gifts Anyone with the link to your college gifting page can visit your page. By clicking the "Give a gift" button, they can easily make a gift to the account using their checking account.

People love to celebrate new additions to the family from the very start. So open your child's 529 account as early as possible. Let everyone know that gift contributions to the account would be appreciated as much (or maybe more) than other types of gifts. Small amounts can make a big difference. Thanks to compounding returns, an amount that seems insignificant today has the potential to grow when you keep saving and investing over time. Let everyone know that any amount is great and is very much appreciated. Let the person giving the gift choose the amount they are comfortable giving. Make sure they feel good about the experience and valued. Share report cards along with a link to your child's gifting page. Friends and family may want to celebrate and reward hard work and learning. Post a link to your child's gifting homepage on social media. You may be surprised by the friends and family who would like the opportunity to help. Birthdays, graduations, and holidays are all opportunities to ask for a gift to your child's college savings. Help potential gift-givers understand that toys come and go but a gift to your child's 529 could provide a lasting and meaningful benefit. (That can be especially true for younger children.) (PDF) (PDF) (PDF) (PDF) (PDF)

Your private gifting dashboard

From your gifting dashboard, you can edit your gift page, track the gifts you've received, and invite family and friends via Facebook, Twitter, or by sharing the link to the gift page.
As the account owner, only you can access your dashboard, so your account information is kept private.

Next steps

Ready to get started

Consider these tips from Fidelity customers who found easy ways to ask friends and family to think of college on gift-giving occasions.

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Contact us to get help and answers. Questions?
800-544-1914 Please carefully consider the Plan's investment objectives, risks, charges and expenses before investing. For this and other information on any 529 College Savings Plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view online. Read it carefully before you invest or send money. The UNIQUE College Investing Plan, U.Fund College Investing Plan, DE529 Education Savings Plan, AZ529, Arizona's Education Savings Plan, and the Connecticut Higher Education Trust (CHET) 529 College Savings Plan - Direct Plan are offered by the state of New Hampshire, MEFA, the state of Delaware, and the state of Arizona with the Arizona State Treasurer's Office as the Plan Administrator and the Arizona State Board of Investment as Plan Trustee, and the Treasurer of the state of Connecticut respectively, and managed by Fidelity Investments. If you or the designated beneficiary is not a New Hampshire, Massachusetts, Delaware, Arizona or Connecticut resident, you may want to consider, before investing, whether your state or the beneficiary's home state offers its residents a plan with alternate state tax advantages or other state benefits such as financial aid, scholarship funds and protection from creditors. Units of the Portfolios are municipal securities and may be subject to market volatility and fluctuation. 688486.8.2

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Sample Gift Page

Sample Dashboard

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