2025 Annual Conference Photos | College Savings Foundation (CSF)

VIRGINIA

VERMONT

Program Manager/Administrator: Vestwell

529 Plan Name: VT529

Gifting Platform: Online Gifting Platform

Each saver has a gifting page that they can customize and send to friends and family via email and social media. Giftors can easily make one time or recurring gifts.

INDIANA

IDAHO

Program Manager/Administrator: Ascensus

Program: IDeal – Idaho College Savings Program

Gifting Platform: Ugift®

URL: https://www.idsaves.org/home/features-and-benefits/ugift.html

Hassle-free: Gift contributions can be made online or by check. Gifts can also be made with a QR code or through the ReadySave529 App.

NEW YORK

NORTH CAROLINA

Program Manager/Administrator: College Foundation, Inc.

529 Plan Name: NC 529 Plan

Gifting Platform: Backer

URL: cfnc.org/save-for-college/nc-529-gifting

NEW YORK

ILLINOIS

Program Manager/Administrator: Bright Start 529 (Bright Start Direct-Sold College Savings Program)

529 Plan Name: TIAA

Gifting Platform: Ugift®

URL: brightstart.com/resources/gifting

Account owners can share an account’s Ugift code on the plans/programs secure website via email, printed invitation, Facebook, or X, or on the ReadySave529 app via email or text. Gift givers use the Ugift website and an account’s Ugift code to make a gift contribution from their bank account, and can create a profile to view gift history and set up recurring gifts.

Pennsylvania

PENNSYLVANIA

Program Manager/Administrator: Pennsylvania Treasury Department (Ascensus)

529 Plan Name: PA 529 College and Career Savings Program

Gifting Platform: Gift of College Cards

URL: pa529.com/gift

Family and friends can choose between two great options to give the gift of education. Gift of College allows gifters to purchase an online PA 529 gift card and Ugift lets account owners share a gifting code which can be used to make an online PA 529 contribution.

NEW YORK

Program Manager/Administrator: New York State Higher Education Services Corporation

529 Plan Name: New York’s 529 Advisor-Guided College Savings Program

Gifting Platform: Ugift®

URL: ny529advisor.com

Program Manager/Administrator: Ascensus Broker Dealer Services, LLC/New York State Comptroller

529 Plan Name: New York’s 529 College Savings ProgramDirect Plan

Gifting Platform: Ugift®

URL: nysaves.org

PRIVATE COLLEGE 529

Program Manager/Administrator:
Private College 529

529 Plan Name:
Private College 529

Gifting Platform:
eGifting Portal (can only be used for the Private College 529 Plan)

URL: Pc529.in/gifting

Available in all 50 states, the Private College 529 plan contributions are financial gifts toward a child’s future. They help a child afford a college education and grow their options in schools.

ALASKA

Program Manager/Administrator: T. Rowe Price

529 Plan Name: Alaska 529 Plan

Gifting Platform: Ugift®

URL: alaska529plan.com/giveagift

Alaska 529, managed by T. Rowe Price, provides account owners with the Ugift® gifting program where friends and family can easily send a gift by secure electronic transfer using a unique Ugift code or by mail. Account owners can share the Ugift code via email, social media or on printed party invitation inclusions.

Program Manager/Administrator: T. Rowe Price

529 Plan Name: T. Rowe Price College Savings Plan

Gifting Platform: Ugift®

URL: troweprice529.com/gifting

T. Rowe Price College Savings Plan, managed by T. Rowe Price, provides account owners with the Ugift® gifting program where friends and family can easily send a gift by secure electronic transfer using a unique Ugift code or by mail. Account owners can share the Ugift code via email, social media or on printed party invitation inclusions.

Program Manager/Administrator: T. Rowe Price

529 Plan Name: John Hancock Freedom 529 Plan

Gifting Platform: Ugift®

URL: jhinvestments.com/529accounts

John Hancock Freedom 529 Plan, managed by T.Rowe Price, provides account owners with the Ugift® gifting program where friends and family can easily send a gift by secure electronic transfer using a unique Ugift® code or by mail. Account owners can share the Ugift® code via email, social media or on printed party invitation inclusions.

ARIZONA

Program Manager/Administrator: Fidelity Investments

Program: AZ529 Arizona’s Education Savings Plan

Gifting Platform: Online Gifting Platform

URL: fidelity.com/529-plans/college-gifting

Fidelity Investments makes college gifting simple. Family and friends can easily contribute to your 529 college savings account through a secure, personalized gifting page. Add a photo, greeting, and details about your beneficiary to make it meaningful. Contributions can be made online using an electronic check, with no fees.

CALIFORNIA

Program Manager/Administrator: TIAA

529 Plan Name: ScholarShare 529

Gifting Platform: Ugift®

URL: scholarshare529.com/resources/gifting

Personalized gifting platform where family and friends can contribute through a link sent by the account owner.

COLORADO

Program Manager/Administrator: CollegeInvest

529 Plan Name: CollegeInvest®

Gifting Platform: Ugift®

URL: collegeinvest.org/friends-family-gifting/

Colorado’s CollegeInvest® makes it easy for friends and family to contribute to your child’s college savings fund. Ugift® is a free-to-use service that enables anyone to contribute to your Direct Portfolio, Scholars Choice, and Stable Value Plus account at any time.

Program Manager/Administrator: TIAA/Nuveen

529 Plan Name: Scholars Choice Education Savings Plan®

Gifting Platform: Ugift®

URL: nuveen.com/en-us/investments/529-plan/scholars-choice-ao/gifting

Offers contributions through Ugift®, the free crowdfunding/gifting service that invites family and friends to celebrate milestones. Gift givers can manage multiple gift contributions and gifting requests can also be posted on social media.

Program Manager/Administrator: FirstBank

529 Plan Name: Smart Choice College Savings Plan

Gifting Platform: FirstBank

URL: efirstbank.com/products/checking-savings/smart-choice-college-savings.htm

Program Manager/Administrator: Ascensus/Vanguard

529 Plan Name: Direct Portfolio College Savings Plan

Gifting Platform: Ugift®

URL: collegeinvest.org/friends-family-gifting

CONNECTICUT

Program Manager/Administrator: Fidelity Investments

Program: The Connecticut Higher Education Trust 529 College Savings Plan

Gifting Platform: Online Gifting Platform

URL: fidelity.com/529-plans/college-gifting

Fidelity Investments makes college gifting simple. Family and friends can easily contribute to your 529 college savings account through a secure, personalized gifting page. Add a photo, greeting, and details about your beneficiary to make it meaningful. Contributions can be made online using an electronic check, with no fees.

DELAWARE

Program Manager/Administrator: Fidelity Investments

Program: DE529 Education Savings Plan

Gifting Platform: Online Gifting Platform

URL: fidelity.com/529-plans/college-gifting

Fidelity Investments makes college gifting simple. Family and friends can easily contribute to your 529 college savings account through a secure, personalized gifting page. Add a photo, greeting, and details about your beneficiary to make it meaningful. Contributions can be made online using an electronic check, with no fees.

GEORGIA

Program Manager/Administrator: TIAA

529 Plan Name: Path2College 529 College Savings Plan

Gifting Platform: Ugift®

URL: path2college529.com/resources/gifting

Path2College 529 Plan allows friends and family to use a Ugift® code at any time to easily make gift contributions.

INDIANA

Program Manager/Administrator: Indiana Education Savings Authority

Program: Indiana529 Savings Plans

Gifting Platform: Ugift®

URLs:

Indiana529Direct.com

Indiana529Advisor.com

Indiana529 Savings Plans make gifting easy with Ugift.

Program Manager/Administrator: Indiana Education Savings Authority

529 Plan Name: CollegeChoice CD 529 Savings Plan

Gifting Platform: Accepting electronic gifting to existing accounts

URL: Give a Gift collegesavings.com/onlinebanking/documents/deposits.aspx

IOWA

Program Manager/Administrator: Voya Investment Management

529 Plan Name: IAdvisor 529 Plan

Gifting Platform: Online Gifting Platform and E-Gift Cards

URL: 529ia.voya.com

IAdvisor, Iowa’s Advisor-Sold College Saving Plan, makes engaging loved ones to help with the gift of education easy, through its Online Gifting Platform. This gifting platform allows Account Owners to establish a gifting page that can be shared with family, friends, and others via email or social media with a customized link. Downloadable gift card certificates are also available on the IAdvisor website for gift givers to recognize their contribution.

KANSAS

Program Manager/Administrator: American Century Investments

529 Plan Name: Learning Quest 529

Gifting Platform: Ugift®

URL: Learningquest.com/gift

Account owners share the Ugift code so friends and family can easily contribute to the account. Gift givers can make the gift contribution online through electronic bank transfer or by check, and simply enter the Ugift code.

A new innovative gifting capability makes it easier than ever to ask friends and family to give a gift to your Learning Quest account. You can create a Ugift crowdfunding goal page to help family and friends contribute. Personalize it with a picture and information about your goal. Once it’s set up, easily share it with friends and family through Facebook, Twitter and email. Anyone with a link to your goal page can make a gift contribution through electronic funds transfer.

Program Manager/Administrator: American Century Investments and Charles Schwab & Co., Inc.

529 Plan Name: The Schwab 529 Education Savings Plan

Gifting Platform: Ugift®

URL: https://www.schwab.com/529-plan

Start an education fund for your children or a family member with a Schwab 529 Education Savings Plan. You can open and contribute to almost any 529 plan, no matter what state you live in and regardless of your age or income.

MARYLAND

Program Manager/Administrator: T. Rowe Price

529 Plan Name: Maryland College Investment Plan

Gifting Platform: Ugift®

URL: Maryland529.com/gifting

The Maryland College Investment Plan, managed by T. Rowe Price, provides account owners with the Ugift® gifting program where friends and family can easily send a gift by secure electronic transfer using a unique Ugift code or by mail. Account owners can share the Ugift code via email, social media or on printed party invitation inclusions.

MASSACHUSETTS

Program Manager/Administrator: MEFA, managed by Fidelity Investments

529 Plan Name: MEFA U.Fund® College Investing Plan

Gifting Platform: U.Fund Gift of College Card, Fidelity Gifting Page

URLs:

mefa.org/collegegift

fidelity.com/529-plans/college-gifting

The Massachusetts 529 plan, MEFA’s U.Fund College Investing Plan, is a tax-advantaged investment plan, professionally managed by Fidelity, to help reach your child’s educational dreams. Gift-givers are invited to contribute to an existing U.Fund account by accessing the recipient’s online gifting page. Additionally, Gift of College Cards, available at CVS stores in Massachusetts, provide friends and family members a tangible way to contribute toward a child’s college savings account to commemorate a birthday, graduation, holiday, or any other special event, or to simply give the gift of future education.

MICHIGAN

Program Manager/Administrator: TIAA

529 Plan Name: Michigan Education Savings Program (MESP)

Gifting Platform: Ugift®

URL: misaves.com/resources/gifting

With a Michigan Education Savings Program (MESP) account, anyone can make a gift of account contributions to your child’s college education. From grandparents and other family members to friends and neighbors, everyone can get in on helping your child reach their goals.

Program Manager/Administrator: TIAA/Nuveen

529 Plan Name: MI 529 Advisor Plan

Gifting Platform: Ugift®

URL: nuveen.com/en-us/investments/529-plan/map-ao/gifting

Most parents can’t cover 100% of their son or daughter’s college education. With the gift options from the MI 529 Advisor Plan, you don’t have to. A unique part of the plan is the capability to give and receive gift contributions from friends and family — making supporting a child’s future education a win-win for everyone.

Program Manager/Administrator: Michigan Department of Treasury

529 Plan Name: Michigan Education Trust

Gifting Platform: Individuals with a student’s account number can contribute online at thepayplace.com/mi/treas/metpayasgo or mail in a payment

URL: michigan.gov/setwithmet/get-started/gifting

Individuals with a student’s account number can contribute online at thepayplace.com/mi/treas/metpayasgo or mail in a payment. We offer purchasers gifting cards to fill out with their account number and share with family and friends.

MINNESOTA

Program Manager/Administrator: TIAA

529 Plan Name: Minnesota 529 College Savings Plan

Gifting Platform: Ugift®

URL: mnsaves.org/gift

With a Minnesota 529 College Savings Plan account, anyone can make a gift of account contributions to your child’s college education. From grandparents and other family members to friends and neighbors, everyone can get in on helping your child reach their goals.

NEBRASKA

Program Manager/Administrator: Nebraska State Treasurer, Trustee, Union Bank & Trust, Program Manager

529 Plan Name: NEST 529 Education Savings, NEST 529 Advisor Plan, Bloomwell 529 Education Savings

Gifting Platform: GiftED, Gift Cards

URLs

nest529.com/friends-family-gifting

nest529advisor.com/friends-family-gifting

bloomwell529.com/friends-family-gifting

A simplified gifting platform where family members can easily contribute to a 529 savings plan through an online portal.

NEW HAMPSHIRE

Program Manager/Administrator: Fidelity Investments

Program: UNIQUE College Investing Plan

Gifting Platform: Online Gifting Platform

URL: fidelity.com/529-plans/college-gifting

Fidelity Investments makes college gifting simple. Family and friends can easily contribute to your 529 college savings account through a secure, personalized gifting page. Add a photo, greeting, and details about your beneficiary to make it meaningful. Contributions can be made online using an electronic check, with no fees.

NEW JERSEY

Program Manager/Administrator: Franklin Templeton

529 Plan Name: New Jersey 529 College Savings Plan (NJBEST)

Gifting Platform: Ugift®

URLs:

Education Savings | Franklin Templeton

Ugift529.com

Ugift is an easy, free-to-use service that lets 529 plan account owners encourage family and friends to celebrate children’s milestones with the gift of college savings, in lieu of traditional gifts. Account owners receive a unique Ugift code for each beneficiary/student, which can be shared with others and used to contribute here at Ugift529.com.

All gift contributions sent in to Ugift are invested into the student’s 529 plan account.

NEW MEXICO

Program Manager/Administrator: Education Trust Board of New Mexico

529 Plan Name: The Education Plan®

Gifting Platform: Ugift®

URL: TheEducationPlan.com/gifting

Program Manager/Administrator: Education Trust Board of New Mexico

529 Plan Name: Scholar’s Edge®

Gifting Platform: Ugift®

URL: ScholarsEdge529.com/resources/contributions

Both plans offer online access through Ugift, allowing account owners to share a unique gift code for one-time or recurring contributions.

OHIO

Program Manager/Administrator: Ohio Tuition Trust Authority

529 Plan Name: Ohio 529, CollegeAdvantage

Gifting Platform: 529 Gift Central, Ugift®, Gifting Reminder Emails

URL: collegeAdvantage.com/529-gift-central

Our dedicated gifting site, 529 Gift Central, provides an overview of Ugift and other contribution options, ordering for physical greeting cards and other program information for parents and grandparents. In addition, CollegeAdvantage.com/Manage, allows account owners to schedule reminder emails for birthdays, graduations and other life events.

OKLAHOMA

Program Manager/Administrator: TIAA

529 Plan Name: Oklahoma 529 College Savings Plan

Gifting Platform: Ugift®

URL: oklahoma529.com/gift

With an Oklahoma 529, anyone can make a gift of account contributions to your child’s college education. From grandparents and other family members to friends and neighbors, everyone can get in on helping your child reach their goals.

OREGON

Program Manager/Administrator: Vestwell

529 Plan Name: Oregon College Savings Plan

Gifting Platform: Online Gifting Platform, Gift Cards

URL: oregoncollegesavings.com/community-gifting

Offers a community gifting platform for account holders to receive contributions from family and friends.

RHODE ISLAND

Program Manager/Administrator: Invesco

529 Plan Name: CollegeBound 529

Gifting Platform: Ugift®

URL: invesco.com/education-savings/en/collegebound-529-investor/gift-of-education.html

Family and friends can help you save for college by taking advantage of Ugift and Upromise, or by setting up recurring contributions.

TEXAS

Program Manager/Administrator: Orion

529 Plan Name: Texas College Savings Plan, Texas Tuition Promise Fund, & Lonestar529 Plan

Gifting Platform: Online Platform & Gift Coupon

URLs:

lonestar529.com/lonestar-529-plan-as-a-gift

texascollegesavings.com/gifting

texastuitionpromisefund.com/gifting/ready-to-give-form

The platform allows family and friends to contribute to a child’s 529 plan via ACH or check, with personalized email invitations sent by the account owner. All three programs—Texas College Savings Plan, Lonestar529 Plan, and Texas Tuition Promise Fund—offer online downloadable gift coupons and notify the family of the gift.

UTAH

Program Manager/Administrator: Utah Education Savings Board of Trustees

529 Plan Name: my529

Gifting Platform: Online Gifting Platform

URL: gift.my529.org

The platform allows family and friends to contribute to a child’s 529 plan via a debit or credit card, ACH or check, with personalized email invitations sent by the account owner.

VIRGINIA

Program Manager/Administrator: Commonwealth Savers Plan (formerly Virginia529)

529 Plan Name: Invest529

Gifting Platform: Online Platform, Gift Certificates, GiftofCollege Gift Cards

URL: https://www.invest529.com/account-management/give-a-gift

Commonwealth Savers Plan offers multiple gifting options such as gift certificates and Gift of College gift cards for contributors to help fund a child’s education.

WASHINGTON

Program Manager/Administrator: WA529

529 Plan Name: DreamAhead College Investment Plan

Gifting Platform: Gifting Platform, Online Gifting, Gift Certificates

URL: 529.wa.gov/give-a-gift

Family and friends can choose from various gifting choices to contribute towards a child’s college savings with Washington’s DreamAhead College Investment Plan. Loved ones can use a personalized gifting page to suggest a gift using E-pay or online gift vouchers, send a personalized message via DreamAhead’s Gift Messaging Service, or share a gift invitation through the mail.

Program Manager/Administrator: WA529

529 Plan Name: Guaranteed Education Tuition (GET) Prepaid Tuition Plan

Gifting Platform: Online Gifting Platform

URL: 529.wa.gov/get/give-a-gift-get

The state’s Guaranteed Education Tuition program (GET) provides an online gifting platform with which account owners can invite friends or family to contribute a gift. Giftors can create an online profile to give gifts and track gifting activity to multiple beneficiaries.

Program Manager/Administrator: TIAA

529 Plan Name: WA529 Invest

Gifting Platform: Ugift®

URL: https://529invest.wa.gov/resources/gifting

With a WA529 Invest account, anyone can make a gift of account contributions to your child’s college education. We offer Ugift, a secure, free and easy way to ask friends and family for gift contributions.

WISCONSIN

Program Manager/Administrator: Wisconsin Department of Financial Institutions/TIAA-CREF, Tuition Financing Inc.

529 Plan Name: Edvest 529

Gifting Platform: Ugift®

URL: edvest.com/gift

The Edvest 529 College Savings Plan’s gifting program makes it easy for family and friends to contribute toward a child’s future education. Account owners can share a child’s unique Ugift code through the secure website via email, include on invitations, share on social media, or through the ReadySave529 app via email or text. Gift givers use the Ugift website to make a gift contribution from their bank account, and can create a profile to view gift history and set up recurring gifts. Plus, the Wisconsin state income tax deduction for contributions made to a Wisconsin 529 plan is available to any Wisconsin taxpayer, not just the 529 plan account owner, making gift contributions a benefit for family members or friends! It’s a simple way for loved ones to celebrate milestones – like birthdays and holidays – while helping grow their education savings.

Program Manager/Administrator: Wisconsin Department of Financial Institutions/Voya Investment Management

529 Plan Name: Tomorrow’s Scholar

Gifting Platform: Online Gifting Platform

URL: 529wi.voya.com

Parents or other account owners can set up a personalized gifting page and have the option to set a goal. They can share that page with family and friends via email or social media platforms with a personalized message encouraging gift contributions.

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