Thank you for attending the 2025 CSF Annual Conference
Seven Tips for Savvy Savers
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College Savings Foundation
1300 Piccard Drive, Suite LL 14, Rockville, MD 20850
240.404.6478
© College Savings Foundation. All Rights Reserved.
Program Manager/Administrator: College Foundation, Inc.
529 Plan Name: NC 529 Plan
Gifting Platform: Backer
Program Manager/Administrator: Bright Start 529 Plan
529 Plan Name: TIAA
Gifting Platform: Ugift®
Program Manager/Administrator: Pennsylvania Treasury Department (Ascensus)
529 Plan Name: PA 529 College and Career Savings Program
Gifting Platform: Ugift®
URL: pa529.com/gift
Saving isn’t just for parents – grandparents and others can give the gift of education with Ugift®, a free online service that allows you to invite family and friends to contribute to a child’s PA 529 account. Consider a gift to a loved one’s PA 529 account for a birthday, holiday, or other special occasion.
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
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.
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: Fidelity Investments
Program: AZ529 Arizona’s Education Savings Plan
Gifting Platform: Online Gifting Platform
URL: fidelity.com/529-plans/college-gifting
With Fidelity Investments, it’s easy for family and friends to give a gift to your 529 college savings account.
Program Manager/Administrator: TIAA
529 Plan Name: ScholarShare 529
Gifting Platform: Ugift®
URLs
scholarshare529.com/resources/gifting
Personalized gifting platform where family and friends can contribute through a link sent by the account owner.
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®
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
With Fidelity Investments, it’s easy for family and friends to give a gift to your 529 college savings account.
Program Manager/Administrator: Fidelity Investments
Program: DE529 Education Savings Plan
Gifting Platform: Online Gifting Platform
URL: fidelity.com/529-plans/college-gifting
With Fidelity Investments, it’s easy for family and friends to give a gift to your 529 college savings account.
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.
Program Manager/Administrator: Indiana Education Savings Authority
Program: Indiana529 Savings Plans
Gifting Platform: Ugift®
URLs:
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
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.
Program Manager/Administrator: American Century Investments
529 Plan Name: Learning Quest® 529 Education Savings Program, Learning Quest® Advisor 529 Education Savings Program
Gifting Platform: Ugift®
URLs:
Gifts to your child’s Learning Quest account could help you reach your education goals. For any occasion, giving the gift of education is the gift that will last a lifetime.
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.
Program Manager/Administrator: T. Rowe Price
529 Plan Name: Maryland College Investment Plan
Gifting Platform: Ugift®
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.
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:
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.
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: 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.
Program Manager/Administrator: Nebraska State Treasurer, Trustee, Union Bank & Trust, Program Manager
529 Plan Name: NEST Direct 529 Plan, NEST 529 Advisor Plan
Gifting Platform: GiftED, Gift Cards
URLs
nest529.com/friends-family-gifting
nest529advisor.com/friends-family-gifting
A simplified gifting platform where family members can easily contribute to a 529 savings plan through an online portal.
Program Manager/Administrator: Fidelity Investments
Program: UNIQUE College Investing Plan
Gifting Platform: Online Gifting Platform
URL: fidelity.com/529-plans/college-gifting
With Fidelity Investments, it’s easy for family and friends to give a gift to your 529 college savings account.
Program Manager/Administrator: Franklin Templeton
529 Plan Name: New Jersey 529 College Savings Plan (NJBEST)
Gifting Platform: Ugift®
URLs
Education Savings | Franklin Templeton
NJBEST allows account owners to use the Ugift platform to invite friends and family to contribute to their child’s college savings account through a unique gift code.
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.
Program Manager/Administrator: Ohio Tuition Trust Authority
529 Plan Name: Ohio 529, CollegeAdvantage
Gifting Platform: Ugift® and 529 Gift Central
URL: collegeAdvantage.com/529-gift-central
Ohio’s 529 Plan is the best way to be sure a gift will be spent on higher education — college, trade or tech school, certificate programs, grad school, apprenticeships, and more. Students can use the gift at schools nationwide.
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.
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.
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.
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.
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 ACH or check, with personalized email invitations sent by the account owner.
Program Manager/Administrator: Virginia 529
529 Plan Name: Invest529
Gifting Platform: Online Platform, Gift Certificates, GiftofCollege Gift Cards
Virginia529 offers multiple gifting options such as gift certificates and Gift of College gift cards for contributors to help fund a child’s education.
Program Manager/Administrator: WA529
529 Plan Name: DreamAhead College Investment Plan
Gifting Platform: Gifting Platform, Online Gifting, Gift Certificates
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 Program (GET)
Gifting Platform: Gifting Platform, Online Gifting, Gift Certificates
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: Wisconsin Department of Financial Institutions/TIAA-CREF, Tuition Financing Inc.
529 Plan Name: Edvest 529
Gifting Platform: Ugift®
URL: edvest.com/gift
Edvest 529, Wisconsin’s direct-sold college savings plan, allows family and friends to contribute to a child’s Edvest 529 account using the Ugift®️ platform. Account owners can easily share a beneficiary’s Ugift code via email template, text message, social media, or printed/digital party invitations. Gift givers can even download a gift certificate from the Ugift website to symbolize their contribution.
Program Manager/Administrator: Wisconsin Department of Financial Institutions/Voya Investment Management
529 Plan Name: Tomorrow’s Scholar
Gifting Platform: Online Gifting Platform & E-Gift Cards
URL: 529wi.voya.com
Tomorrow’s Scholar® is the state of Wisconsin’s advisor-sold 529 college saving plan. Through its Online Gifting Platform, Account Owners can establish a gifting page that can be shared with family, friends, and others via email or social media with a customized link, allowing them to easily give the gift of education. Downloadable gift card certificates are also available on the Tomorrow’s Scholar website for gift givers to recognize their contribution.
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