Gifting

Investing in a child’s future has never been easier. Open an account today or contribute to an already existing account to support the educational needs of a child in your life.

College Gifting

College Gifting FAQ

Get answers to your gifting questions for your college savings program answered here.

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College Gifting — Gift a Child the Gift of College

Save in a SMART529 college savings account for the child in your life for the next special occasion. Open an account today or contribute to an existing account. Toys come and go, but a college education lasts forever. The most valuable gift you can g ...

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More Ways to Save

When it comes to saving for college, every contribution to the account helps. Even smaller contributions, if made regularly, can add up over time. Here are additional opportunities to help you save regularly and invite others to get involved.

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Programs

Upromise
Upromise is a free service that helps families save for college by providing opportunities to earn cash back rewards for everyday activities.

 

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Ugift
Ugift® lets you invite family and friends to celebrate occasions with the most meaningful gift of all: money towards a college education.

 

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Gift of College, Upromise and Ugift are optional services and are not affiliated with the State of West Virginia or Hartford Funds. Each service has its own terms and conditions which are subject to change without notice. Upromise is offered by Upromise, Inc. Ugift is a registered service mark of Ascensus Broker Dealer Services, Inc., which is not an affiliate or subsidiary of Hartford Funds.

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Give Them an Opportunity for a Brighter Future

SMART529 is a college savings plan offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs and administered by Hartford Funds Management Company, LLC ("HFMC").

SMART529 Direct is available to residents of West Virginia or to non-residents where the beneficiary is a resident of West Virginia. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in SMART529 Direct. Before investing, an investor should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan.

Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College and Jumpstart Savings Programs, the West Virginia State Treasurer's Office, HFMC, The Hartford Financial Services Group, Inc., the investment sub-advisers for the Underlying Funds or any depository institution. Investments in SMART529 are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors.

Investments in SMART529 are subject to certain charges, which will reduce the value of your Account as they are incurred. Please see the Offering Statement for details of charges or fees that apply to the specific SMART529 savings plan.

This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. These materials are not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, you should consult your own tax or legal counsel for advice.

You should carefully consider the investment objectives, risks, charges and expenses of SMART529 and its Underlying Funds before investing. This and other information can be found in the Offering Statement for SMART529, including privacy notices, and the prospectuses or other disclosure documents for the Underlying Funds, which can be obtained by calling (866) 574−3542. Please read them carefully before you invest or send money. SMART529 is distributed by Hartford Funds Distributors, LLC. Member SIPC.

"The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries.

© Copyright 2024 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value

Logo - The Board of Trustees of the West Virginia College and Jumpstart Savings Programs THE SEAL OF THE STATE TREASURER OF WEST VIRGINIA - West Virginia’s State Treasurer’s Office Hartford Funds Logo - Our benchmark is the investor®