Sample Script on How to Ask Family and Friends to Make a 529 Contribution

 

Hi Family & Friends!

We’re excited [holiday(s), birthday] is coming up and wanted to share an alternative gift idea for [names of kids].

The kids are fortunate to have a lot of toys already, and while they will be happy to receive more, we want to give them every opportunity for long-term financial success.

As a family, we value the importance of education, but as you may be aware, the cost of higher education continues to increase year by year. We’d like to help our kids with this future cost and have set up 529 college savings plans for them. We would appreciate your help in saving up to ensure they have all the opportunities for higher education. By contributing to their 529 plans, you are investing in the future of our kids.

We are grateful for your love and support, thank you for considering this!

Contributing a gift is very easy, you just go to [provide URLs or gift codes and other instructions]

You have the option to contribute online by entering the routing number & account number that you see at the bottom of your checks, or your can opt to mail in a check w/ a personalized gift coupon that will ensure the check finds its way to the right 529 accounts!

With love,

Momma, Here's Why You Need Life Insurance

Momma, Here's Why You Need Life Insurance

Die with Zero Book Summary and Review

Die with Zero Book Summary and Review