Technology Leadership

"Upromise Investments is a great partner, helping provide Missourians access to affordable college savings options. Its technology capabilities allow MOST 529 to provide Missourians plans that lead in quality and customer service."

- Clint Zweifel,
Missouri State Treasurer


 
Ugift: Engaging family and friends to help with
saving for college

Sometimes it takes a community to send a child to college. Ugift® - Give College Savings is an innovative way to invite family and friends to celebrate a child's milestones with a gift contribution to a 529 plan account.

With Ugift:

  • An automated online invitation system lets the account owner send a note requesting a gift contribution to a child's 529 plan account
  • Account owners of Upromise Investments-administered 529 plans have an opportunity to harness the power of family and friends 
  • The participating 529 plan benefits from expanded awareness and account growth
  • Over $26 million dollars in gift contributions have been added to account owners' 529 plans around the country
  • An average gift of nearly $800, with contributions ranging from $15 to $100,000
  • We can work with partners to expand contributions, while capturing new investors who might not otherwise be reached

Participants use Ugift for:

  • Birthdays
  • Religious celebrations
  • School milestones/Graduations
  • Holidays

 


View Ugift frequently asked questions

Ugift is available across most Upromise Investments-administered plans:

  • GIFT College Investing Plan (Arkansas)
  • CollegeInvest Direct Portfolio College Savings Plan (Colorado)
  • CHET Advisor (Connecticut)
  • IDeal - Idaho College Savings Program (Idaho)
  • CollegeChoice 529 Direct Savings Plan (Indiana)
  • CollegeChoice Advisor 529 Savings Plan (Indiana)
  • College Savings Iowa 529 Plan (Iowa)
  • ACI - Learning Quest Education Savings Plan (Kansas)
  • Learning Quest Advisor (Kansas)
  • Schwab 529 College Savings Plan (Kansas) 
  • MOST - Missouri's 529 College Savings Plan (Missouri)
  • SSgA Upromise 529 Plan (Nevada)
  • USAA College Savings Plan (Nevada)
  • Vanguard 529 College Savings Plan (Nevada)
  • New York's 529 College Savings Program Direct Plan (New York)
  • College SAVE (North Dakota)
  • PA 529 Guaranteed Savings Plan
  • PA 529 Investment Plan (Pennsylvania)
  • SMART529 WV Direct (West Virginia)
  • SMART529 Select (West Virginia)
  • The Hartford® SMART529® (West Virginia)