Engage with clients through the my529 Gift Program (FAN Spring 2023)

College savings is a timely topic when discussing financial issues with your clients. An easy way to promote college savings is to introduce them to the my529 Gift Program. The gifting platform allows my529 account owners to receive contributions securely from family and friends.

As an advisor, you can set up gifting for you clients if you have LPOA level 2 or 3 access. You can activate your client’s gifting option through your advisor access. Once you have toggled on this option for your clients, they will receive a confirmation email notifying them of the code. Your clients will also be able to customize or personalize their code by uploading a picture or writing an update about their child. Clients can then distribute the code to others via email or social media. This is a great gift-giving alternative to encourage friends and family to contribute to a my529 account. 

my529 can send you one of our gift guides—for advisors and for account owners. Email us at advisorinfo@my529.org, and we will provide you with the gift guides. The account owner guide can serve as a resource in your next client meeting to discuss this program. You can view more information regarding the Gift Program at my529.org/how-to-save/give-a-gift/.

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Important Legal Notice

Investing is an important decision. The investments in your account may vary with market conditions and could lose value. Carefully read the Program Description in its entirety for more information and consider all investment objectives, risks, charges and expenses before investing. For a copy of the Program Description, call 800.418.2551 or visit my529.org.

Account Value. Investments in my529 are not insured or guaranteed by my529, the Utah Board of Higher Education, the Utah Education Savings Board of Trustees, any other state or federal agency, or any third party. However, Federal Deposit Insurance Corporation (FDIC) insurance is provided for the FDIC-Insured investment option. In addition, my529 offers investment options that are partially insured for the portion of the respective investment option that that includes FDIC-insured accounts as an underlying investments. Units in my529 have not been registered with the United States Securities and Exchange Commission or with any state securities commission.

FDIC insurance is subject to limits set by federal law. Click here for more information about FDIC Insurance.

Non-Utah Taxpayers and Residents. The state in which you or your beneficiary pay taxes or live may offer a 529 plan that provides state tax or other benefits, such as financial aid, scholarship funds, and protection from creditors, not otherwise available to you by investing in my529. You should consider such benefits, if any, before investing in my529.

Consult an advisor. my529 does not provide legal, financial, investment, or tax advice, and the information provided on this website does not contain advice and cannot be construed as such or relied upon for those purposes. You should consult your own tax or legal advisor to determine the effect of federal and state tax laws on your particular situation.

Morningstar rating. A Morningstar Analyst Rating for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions. Morningstar does not represent its analyst ratings to be guarantees. Please visit Morningstar.com for more information about the analyst ratings, as well as other Morningstar ratings and fund rankings.

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Information on this website is believed to be accurate when posted and is qualified in its entirety by the Program Description.