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Email templates you can use to ask family and friends for 529 plan contributions this holiday season

Founder & CEO
Wallis is a mom who spent 10+ years at Goldman Sachs as a banker and investor. She founded AboveBoard as a "safe harbor" where people are treated with integrity and can make big decisions with ease and clarity. AboveBoard's interactive Parents' Financial Guide helps you make the right decisions for your family.

Sometimes maybe you wish there was less stuff in your apartment. Or garage. Or playroom. Sometimes it's hard to find the words to ask loved ones to contribute to a 529 plan.

We've written a few emails for you - feel free to copy & paste, or use these as something to react to so you can find the right words for you, your family & your situation!

(I wrote these emails from the perspective of my family, which happens to include two parents and two kids, but obviously edit to make them suit your family!)

Option A

Hi [names]!

With the holidays coming up, wanted to share a gift idea that [kids’ names] (and we) would be super-excited about!

The kids are fortunate to have a lot of toys already, and while they are of course always delighted to receive more, we want to give them every opportunity for long-term success and start focusing them on the long-term goal of going to college.

We’ve set up 529 college savings plans for each of the kids and would love to invite you to contribute. The amount’s not important, what we really value is creating an annual tradition where we remind them every year how much their loved ones value their education and what it means for their future, and are investing in helping them get ready to one day go to college.

Contributing a gift is very easy, you just go to https://www.ugift529.com/content/home.html  and enter each child’s 529 plan code (listed below), then enter the amount you’d like to contribute. 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 account!

[Kid name] [UGift code]

[Kid name] [UGift code]

Much love,

[Your names] 

Option B

Hi [names]!

With the holidays coming up, wanted to share a gift idea. We know you want to get the kids something awesome for [holiday you celebrate] but our home is already packed to the gills with stuff...so we'd love if you do just 1-2 toys and make a gift to [kids’ names]' college savings plans.

We’ve set up 529 college savings plans for the kids. Contributing a gift is very easy, you just go to https://www.ugift529.com/content/home.html  and enter each child’s 529 plan code (listed below), then enter the amount you’d like to contribute. 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 account!

[Kid name] [UGift code]

[Kid name] [UGift code]

Much love,

[Your names]  

Option C

Dear [names],

We’re excited [holiday(s) you celebrate] is coming up and wanted to share a gift idea for [names of kids]. 

We've set up 529 college savings plans for each of them, and would love your help in saving up to send them to college.  The cost to a attend college has been sky-rocketing and student debt is a huge burden for so many young people. We’d love your help in making attending college without a huge debt burden possible for our kids. 

Contributing a gift is very easy, you just go to https://www.ugift529.com/content/home.html  and enter each child’s 529 plan code (listed below), then enter the amount you’d like to contribute. 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 account! 

[Kid name] [UGift code]

[Kid name] [UGift code]

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

Much love,

[Your names]