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Gifting for Education

What is a 529 Savings Plan?

What is a 529 Savings Plan?

A 529 Savings Plan is a tax efficient way to help save for college tuition and other qualified expenses, such as fees, books, supplies and equipment required for the participation

Private Wealth Management & Consulting offers 529 Savings Plans through American Funds CollegeAmerica, which offers a great way for our clients to give/accept gifts! With one of the four slips below, you can easily contribute to someone else's 529 Savings Plan in little time.  

If you want to give the gift of education, please view the wiring instructions or use one of the gifting slips below!

Gifting for a New Baby

Gifting for a Birthday

Gifting for Graduation

Gifting for a Holiday