ScholarShare 529 College Savings Plan

Asking For & Giving Gift Contributions

Whenever there’s a holiday, birthday, other special occasion, give a gift that grows with them, an opportunity that lasts a lifetime.

Instead of the usual gift items, contribute to your child, grandchild, niece, nephew or friend’s kid’s account. With the ScholarShare College Savings Plan, giving that gift is simple and straightforward.

How to Ask for Gifts

With the eGift option, you get an easy, secure way to ask friends and family for gift contributions. The service is included when you open your account and is free of charge.

  1. Once you’ve opened or registered for your ScholarShare account online, select the eGift icon from the account summary screen.
  2. Choose the investment portfolio you want your gift contributions to be credited towards.
  3. Create a new invitation by adding an occasion, such as a birthday or holiday. This should include the occasion’s name, date, and the message you want within the invitation. Optionally, you may also type an additional message in the body of the email.
  4. Add contacts, including a name and salutation, whether you want to create an email or letter for that contact, and if selecting email, enter the contacts email addresses.
  5. Select the contacts you want to send the invitations to.
  6. Send the invitations!

Additional Information

Account owners will receive confirmation for contributions made via gift certificate, eGift, check or one-time online contribution.

How to Give a Gift Contribution by Mail

  1. Download a blank gift deposit form.
  2. Ask the account owner for the account number you should use for your gift, and list it on the form.
  3. Complete a check payable to the ScholarShare College Savings Plan. Note: to ensure the contribution is deposited into the account, make sure the investment portfolio number and account number provided to you by the account owner is clearly indicated on the check as well as on the gift deposit form.
  4. Make a copy of your check and the form and keep them for your records.
  5. Mail your check and the completed gift deposit form directly to ScholarShare.
Standard Delivery Overnight Delivery Only
ScholarShare College Savings Plan
PO Box 55205
Boston, MA 02205-5205 		ScholarShare College Savings Plan
30 Dan Road
Canton, MA 02021
The ScholarShare College Savings Plan cannot accept cash contributions, starter checks, traveler’s checks, credit cards, convenience checks and some other forms of payment.
STANDARD DELIVERY

ScholarShare College Savings Plan
PO Box 55205
Boston, MA 02205-5205
OVERNIGHT DELIVERY ONLY

ScholarShare College Savings Plan
30 Dan Road
Canton, MA 02021
The ScholarShare College Savings Plan cannot accept cash contributions, starter checks, traveler’s checks, credit cards, convenience checks and some other forms of payment.

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