college savings How to ask for 529 contributions
Learn how to ask for 529 contributions during the holiday season and have others help you meet your savings goals.
December 10, 2021
Helping families save for college just got easier
Give clients more ways to meet their education savings goals with Ugift, Upromise, and recurring contributions.
Gifting contributions to a 529 plan
Make saving for college more convenient with Ugift, a simple way to let family and friends contribute to a CollegeBound 529 account.
How Ugift works
Open an account
After your client opens a CollegeBound 529 account, they will receive a Ugift code specific to their account's beneficiary.
Share the Ugift code
After your client opens a CollegeBound 529 account, they will receive a Ugift code specific to their account's beneficiary.
Receive contributions
Once family and friends receive the code, they can visit Ugift529.com to make a gift contribution.
A rewards program for education
Since 2001, Upromise has helped its members earn millions in cash back for college from eligible everyday purchases.
Learn more about Upromise
How Upromise works
Open an account
Clients can visit Upromise.com for more information and to enroll in the program. Signing up is free, fast, easy, and secure.
Make purchases
A percentage of your clients' eligible purchases with participating partners will be deposited into their Upromise account.
Receive contributions
A Upromise account can be linked with a CollegeBound 529 account to have rewards earnings automatically transferred.
