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Ugift® - Give college savings

Upromise®

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Saving for college is easier when you have help

Ugift is an easy, free-to-use service that lets family and friends make the meaningful gift of money into your SSGA Upromise 529 Plan account. Saving for college can take a village, and Ugift makes it easy to get help from your network of family and friends. Instead of giving toys, clothes or other traditional gifts that a child will outgrow, gift givers get the satisfaction of knowing that their generosity can make a lasting impression.
 

  • Hassle-free: Gift contributions can be made online or by check. The contributions are coded to go into your SSGA Upromise 529 Plan account, so there's no extra paperwork for you.
  • Secure: Unlike many other gifting programs, gift givers don't have to join, register or pay a service fee.
  • Popular: Thousands of families around the country have already received millions of dollars in contributions through Ugift.

How does Ugift work?

After you open an SSGA Upromise 529 Plan account, you can opt in to Ugift at any time through your online account access area. Once opted in, you will be given a unique Ugift code specific to your account's beneficiary. You can then share your Ugift code with family and friends.

You can share your code any way you want – through Ugift's email invitation feature, over the phone, in person, on social networks, printed invitations, etc. You could even find a way to reach beyond your own personal network and harness the power of crowdsourcing. Your invitation can be tied to a specific occasion, or just a general appeal for help. Need ideas? Find them at Ugift529.com.

Once your family and friends have your Ugift code in hand, they can use it to make their gift contribution at Ugift529.com whenever they want. The code is valid for the life of your account, but you can opt out of Ugift at any time.

Learn more about Ugift

Want to give the gift of college savings?

With Ugift, you can give a truly meaningful gift: money towards a student's SSGA Upromise 529 Plan account. This convenient service lets you contribute to a student's 529 college savings plan account with a unique code. Ugift codes have to be initiated by the 529 plan account owner. If you want to use Ugift to give college savings, reach out to the child's parent or guardian to ask them if they have an account. If so, they can log in to their account to get a Ugift code and share it with you. Once you have the code, visit Ugift529.com where you can:
 

  • Give your gift at any time
  • Transfer money easily and securely
  • Contribute online or by mail

If you'd like to use Ugift to receive gift contributions for your own beneficiary, open your own SSGA Upromise 529 Plan account.

Learn more about Ugift.

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FOR PUBLIC USE

IMPORTANT RISK INFORMATION
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

The statements and opinions expressed are subject to change at any time, based on market and other conditions. State Street cannot guarantee the accuracy of completeness of third party statements or data.

Investing involves risk including the risk of loss of principal. Investment returns will vary depending upon the performance of the Portfolios you choose. Except to the extent of FDIC insurance available for the Savings Portfolio, you could lose all or a portion of your money by investing in the Plan, depending on market conditions. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.

ETFs trade like stocks, fluctuate in market value and may trade at prices above or below the ETFs’ net asset value. Brokerage commissions and ETF expenses will reduce returns.

The SSGA Upromise 529 Plan (the “Plan”) is administered by the Board of Trustees of the College Savings Plans of Nevada (the “Board”). Ascensus Broker Dealer Services, LLC. (ABD) serves as the Program Manager. ABD has overall responsibility for the day-to-day operations, including distribution of the Plan and provision of certain marketing services. State Street Global Advisors (SSGA) serves as Investment Manager for the Plan except for the Savings Portfolio, which is managed by Sallie Mae Bank, and also provides or arranges for certain marketing services for the Plan. The Plan’s Portfolios invest in either (i) Exchange Traded Funds and mutual funds offered or managed by SSGA or its affiliates; or (ii) a Federal Deposit Insurance Corporation (FDIC)- insured omnibus savings account held in trust by the Board at Sallie Mae Bank. Except for the Savings Portfolio, investments in the Plan are not insured by the FDIC. Units of the Portfolios are municipal securities and the value of units will vary with market conditions.

Standard & Poor’s®, S&P® and SPDR® are registered trademarks of Standard & Poor’s Financial Services LLC (S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.

For more information about the SSGA Upromise 529 Plan (“the Plan”) download the Plan Description and Participation Agreement or request one by calling 1-800-587-7305. Investment objectives, risks, charges, expenses, and other important information are included in the Plan Description; read and consider it carefully before investing. Ascensus Broker Dealer Services, LLC. (“ABD”) is distributor of the Plan.

 

Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You should also consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state’s 529 college savings plan(s), or any other 529 plan, to learn more about those plans’ features, benefits, and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

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