Giving the Gift of Education is Easier than Ever with Edvest

For shoppers looking for a gift that outlives the latest fad, Edvest makes it easy to give the gift of higher education this holiday season. From gift cards, to secure eGifting, giving the gift of Edvest is easy.

“The holidays are all about traditions and this year, start a new one by gifting with Edvest,” said Jessica Fandrich, officer for the Wisconsin 529 College Savings Plans, DFI. “Edvest’s easy-to-use contribution options truly take the hassle out of holiday shopping.”

Gifting options include:

Secure Online Gifting

Edvest’s eGift gifting platform, allows for friends and family to contribute with the click of a button. After account holders create a shareable gifting code, it can be quickly distributed via email or social media. Once the code is sent out, recipients can give to a specific account entirely online.

Mail it in

For one-time contributions, all it takes is a few short minutes to fill out the gift deposit form and mail it to the Edvest College Savings Plan office with the enclosed contribution.

Gift Cards

Available in denominations ranging from $25 to $200, gift cards help your aspiring college student cover the rising cost of higher education. Edvest gift cards never expire and are deliverable via email, text message or as a physical card.

The gift that gives back

Contributors who open a new account or contribute to an existing Edvest account may also be eligible for in-state tax advantages.

Wisconsin residents, regardless of their relationship to a child, can reduce their state taxable income by up to $3,200 per beneficiary per year. Limitations apply.1 Plus, Edvest investment earnings grow tax-deferred and are tax-free at both the state and federal level when used to pay for qualified college expenses such as tuition, living expenses, books, computers or tablets and more at technical colleges, colleges and universities, professional schools and graduate schools nationwide.

For more information or to open an Edvest account today, please visit Edvest.com. Edvest’s college savings specialists are also available toll-free at 1.888.338.3789 on Monday through Friday from 7 a.m. to 7 p.m. Read more about Edvest at Reviews.com which ranks Edvest as the #1 529 college savings plan in the U.S.2

 

 

1To learn more about the Wisconsin College Savings Plan, its investment objectives, tax benefits, risks and costs, please see the Disclosure Booklet at Edvest.com. Read it carefully. Investments in the Plan are neither insured nor guaranteed and there is the risk of investment loss. If the funds aren’t used for qualified higher education expenses, a 10% penalty tax on earnings (as well as federal and state income taxes) may apply. Check with your home state to learn if it offers tax or other benefits such as financial aid, scholarship funds or protection from creditors for investing in its own 529 plan. Consult your legal or tax professional for tax advice, including the impact of the new federal tax changes. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributor and underwriter for the Wisconsin College Savings Plan.

*Source: Reviews.com, October 4, 2018.The Edvest College Savings Plan was named the “Best 529 Plan for 2018” out of 38 direct-sold 529 plans. The Plan ranked the highest overall and in the top 6 across each core metric: past performance, management expense, investment options, and data availability. The Rating is not strictly a measure of historical returns, and it is not a predictor of future investment performance, level of investment risk or financial solvency of the program funds. These ratings are not the result of a fixed formula and a significant portion of the analysis is subjective. Before establishing a 529 account and making contributions, it is imperative that investors read and understand all enrollment materials and disclosures from the programs.

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