Give the Gift of a Brighter Future—and Unwrap Up to a $100 College Savings Bonus!

published November 13, 2025

MADISON, Wis. (November 13, 2025) — This holiday season, imagine giving a gift that doesn’t just bring joy for a day, but one that gives the opportunity of joy for a lifetime. Instead of another toy or electronic device, families across Wisconsin can make a lasting difference on a child’s life by opening or contributing to an Edvest 529 college savings account.

"A contribution to an Edvest 529 account is more than a one-time present, it’s an investment in possibility," said Jessica Wetzel, Financial Capability Director for the Wisconsin Department of Financial Institutions (DFI), administrator of the Edvest 529 College Savings Plan. "This gift can empower a child to imagine possibilities, achieve more, and step confidently into the opportunities that higher education or specialized career training can provide."

To help families start their higher education savings journey, Edvest 529 is offering a special holiday bonus deposit incentive. Individuals who open an Edvest 529 account between November 17 and December 5, 2025, can receive up to a $100 college savings bonus. Here’s how:

• Get $50: Deposit $500 and set up recurring contributions of $25 for six months, then Edvest 529 will add $50 to the account.
• Get $100: Deposit $1,000 and set up recurring contributions of $25 for six months, then Edvest 529 will add $100 to the account.
• Use promo code Offer25 when enrolling online.^*

Opening an Edvest 529 account is quick and easy — taking as little as 15 minutes online. Also, with Edvest 529's Ugift^® service, family and friends can make gift contributions with just a few clicks. Simply share the account’s unique Ugift code so loved ones can help grow a child’s college savings for holidays, birthdays, and special milestones.

"As a grandparent, I have learned that some of the best gifts are the ones that can’t be wrapped," said DFI Secretary-designee Wendy K. Baumann. "Opening or gifting to an Edvest 529 college savings account is a way to say, 'I believe in you and your dreams.' With every contribution, you are investing in a child's future, lighting up their path for years to come – as my mother always shared, no one can ever take away a child’s education."

Families interested in learning more about the benefits of saving with Edvest 529 are encouraged to attend an upcoming webinar. Attendance is free but advanced registration is required:

• Wednesday, November 19, 2025, at 11 a.m. CT.
• Wednesday, December 3, 2025, at 6 p.m. CT.

About Edvest 529

For more than 25 years, Edvest 529 – Wisconsin's only direct-sold 529 college savings plan – has been helping families save for higher education expenses. Account owners can choose from 25 investment portfolios, access easy-to-use savings tools, and take advantage of triple tax benefits, including a state income tax deduction on contributions made to an Edvest 529 account for Wisconsin taxpayers, up to $5,130 per beneficiary for single filers or married couples filing jointly, or up to $2,560 for married couples filing separately.

Edvest 529 has no sales charges, enrollment fees, or annual account maintenance fees. In fact, Edvest 529 is the sixth lowest-cost 529 college savings plan in the nation.¹

Want more details?

Find additional information on Edvest 529, including investment options, fees, and frequently asked questions, visit Edvest.com, or follow Edvest 529 on Facebook, Instagram and YouTube.

Watch our video "What is the best option for college savings"—part of the College Savings Connection series—to learn more about how a 529 plan works and how it can benefit your family.

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Footnotes

1. ^*Visit Edvest.com/offer2025 for terms and conditions. Promotion ends 12/5/2025. Sponsored by Wisconsin's Edvest 529 College Savings Plan. ↩
2. To learn more about Wisconsin's Edvest 529 College Savings Plan, its investment objectives, risks, charges, and expenses, see the Plan Description at Edvest.com before investing. Read it carefully. Prior to investing, check with your home state to learn if it offers tax or other benefits such as financial aid, scholarship funds, or protection from creditors for investing in its own 529 plan. If the funds aren't used for qualified higher education expenses, a federal 10% penalty tax on earnings (as well as federal and state income taxes) may apply. Wisconsin taxpayers can qualify for a 2025 state tax deduction up to $5,130 annually per beneficiary, for single filers or married couples filing a joint return, from contributions made into an Edvest 529 College Savings Plan. Married couples filing separately may each claim a maximum of $2,560. Consult your legal or tax professional for tax advice. Investments in the Plan are neither insured nor guaranteed and there is the risk of investment loss. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, is the distributor for the Edvest 529 College Savings Plan.
3. ¹Source: ISS Market Intelligence 529 College Savings Fee Analysis 3Q 2025. Edvest 529’s average annual asset-based fees are 0.15% for all portfolios compared to 0.49% for all 529 plans, 0.85% for advisor-sold plans, and 0.34% for direct-sold plans.↩
4. All social media platforms are owned by the State of Wisconsin.

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