529

ScholarShare 529 Honors Hispanic Heritage Month

Retrieved on: 
Monday, September 19, 2022
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Sept. 15 through Oct. 15 is National Hispanic Heritage Month and ScholarShare 529, Californias official college savings plan, recognizes and celebrates the histories, cultures, and contributions of American citizens whose ancestors came from Spain, Mexico, the Caribbean, and Central and South America.

Key Points: 
  • Sept. 15 through Oct. 15 is National Hispanic Heritage Month and ScholarShare 529, Californias official college savings plan, recognizes and celebrates the histories, cultures, and contributions of American citizens whose ancestors came from Spain, Mexico, the Caribbean, and Central and South America.
  • Celebrate Hispanic Heritage Month by investing in the future of California and your loved ones today.
  • ScholarShare 529 manages $11.5 billion in plan assets across more than 381,000 ScholarShare 529 accounts as of June 30, 2022.
  • For information about the ScholarShare Investment Board, visit www.treasurer.ca.gov/scholarshare , like ScholarShare 529 on Facebook at www.facebook.com/scholarshare529 , and follow them on Twitter at @ScholarShare529.

ScholarShare 529 Offers Bonus in Celebration of College Savings Month

Retrieved on: 
Thursday, September 1, 2022
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In recognition of this vital first step toward higher education, ScholarShare 529 - Californias official college savings plan - is offering eligible individuals a $100 bonus when they open a new ScholarShare 529 account and make a deposit of $1,000 or more during the month of September.

Key Points: 
  • In recognition of this vital first step toward higher education, ScholarShare 529 - Californias official college savings plan - is offering eligible individuals a $100 bonus when they open a new ScholarShare 529 account and make a deposit of $1,000 or more during the month of September.
  • ScholarShare 529, California's official college savings plan, is a trusted, tax-advantaged 529 college savings plan that is overseen by the ScholarShare Investment Board, chaired by State Treasurer Fiona Ma.
  • This College Savings Month offer is an excellent way for eligible families to kick start their college savings using ScholarShare 529.
  • ScholarShare 529 manages more than $11.5 billion in plan assets across more than 381,000 ScholarShare 529 accounts as of June 30, 2022.

ScholarShare 529 Gears Up to Offer 529 Day College Savings Promotion

Retrieved on: 
Monday, May 23, 2022
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College costs are continuing to rise and ScholarShare 529, California's official college savings plan, is making it easier for families to start saving for those expenses with its 529 Day promotion.

Key Points: 
  • College costs are continuing to rise and ScholarShare 529, California's official college savings plan, is making it easier for families to start saving for those expenses with its 529 Day promotion.
  • Recognized each year on May 29th, National 529 College Savings Day celebrates 529 savings plans and the importance of saving for higher education.
  • Opening a ScholarShare 529 account is easy, convenient, and with the 529 Day $50 bonus, there has never been a better time to get started.
  • ScholarShare 529 manages $12.6 billion in plan assets across more than 375,000 ScholarShare 529 accounts as of March 31, 2022.

College Countdown to Host Webinar Explaining How California College Students Can Earn $10,000 for Service

Retrieved on: 
Monday, May 9, 2022
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College students in 48 colleges and universities in California will soon be given the opportunity to earn $10,000 toward their education for a year of service.

Key Points: 
  • College students in 48 colleges and universities in California will soon be given the opportunity to earn $10,000 toward their education for a year of service.
  • The webinar, hosted by ScholarShare 529s College Countdown , will take place on Thursday, May 12 at 3 p.m. To register, click here .
  • Students who complete a year of service will receive $10,000 while gaining valuable experience serving in their communities.
  • The program will unite young Californians of all backgrounds in service, and also creates state-funded opportunities for AB 540 California Dream Act Students to serve their communities.

ScholarShare 529 Announces Major Additions to Its Socially Responsible Investment Options

Retrieved on: 
Tuesday, February 15, 2022
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ScholarShare 529, Californias College Savings Plan, is pleased to announce the expansion of their Socially Responsible investment lineup.

Key Points: 
  • ScholarShare 529, Californias College Savings Plan, is pleased to announce the expansion of their Socially Responsible investment lineup.
  • ScholarShare 529, however, has been committed to providing ESG investment options long before the current wave of popularity.
  • ScholarShare 529 fees were already less than half the national average2 for all 529 plans (footnote), and this price rollback marks the seventh fee reduction for ScholarShare 529 since 2011.
  • ScholarShare 529 manages $12.7 billion in plan assets across more than 375,000 ScholarShare 529 accounts as of January 31, 2022.

ScholarShare 529 Launches 5th Annual Matching Grant Program

Retrieved on: 
Tuesday, February 1, 2022
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Overseen by the ScholarShare Investment Board, the Matching Grant Program has helped thousands of parents realize their higher education dreams since 2018.

Key Points: 
  • Overseen by the ScholarShare Investment Board, the Matching Grant Program has helped thousands of parents realize their higher education dreams since 2018.
  • ScholarShare 529 works closely with community-based organizations across California , to help eligible families participate in the Matching Grant Program.
  • For more information about ScholarShare 529s 2022 Matching Grant Program, including eligibility requirements, complete terms and conditions, and instructions for applying, visit www.ScholarShare529.com/MGP .
  • ScholarShare 529 manages over $13 billion in plan assets across more than 374,000 ScholarShare 529 accounts as of 12/31/21.

ScholarShare 529’s College Countdown Website Launches Distinguished Contributor Series

Retrieved on: 
Tuesday, January 11, 2022
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ScholarShare 529, Californias official college savings plan, announced today that beginning in 2022, Patricia A. Roberts, Gift for College s Chief Operating Officer, will be a monthly contributor to its new Distinguished Contributor Series on the College Countdown college preparation website.

Key Points: 
  • ScholarShare 529, Californias official college savings plan, announced today that beginning in 2022, Patricia A. Roberts, Gift for College s Chief Operating Officer, will be a monthly contributor to its new Distinguished Contributor Series on the College Countdown college preparation website.
  • We are tremendously honored to welcome Patricia Roberts to the ScholarShare 529 and College Countdown program, said Julio Martinez, Executive Director of the ScholarShare Investment Board.
  • College Countdown is a ScholarShare 529 program dedicated to easing the minds of parents preparing to send their kids to college.
  • ScholarShare 529 manages over $13 billion in plan assets across more than 374,000 ScholarShare 529 accounts as of 12/31/21.

ScholarShare 529 Announces Holiday Offer to Help Families Kickstart College Savings

Retrieved on: 
Tuesday, December 7, 2021
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ScholarShare 529, Californias official college savings plan, has a special offer designed to help California families save for college this holiday season: families who open a new ScholarShare 529 account between December 8-12 with $50 or more and set up recurring contributions of $25 or more for six consecutive months will receive a $50 Target Gift Card.

Key Points: 
  • ScholarShare 529, Californias official college savings plan, has a special offer designed to help California families save for college this holiday season: families who open a new ScholarShare 529 account between December 8-12 with $50 or more and set up recurring contributions of $25 or more for six consecutive months will receive a $50 Target Gift Card.
  • This is a great opportunity for anyone who has been thinking of opening a college savings account to do so.
  • In addition, ScholarShare 529s low-cost investments can help savings grow faster, and the smart investment lineup provides options that mature as kids get closer to college.
  • In addition to the holiday offer, ScholarShare 529 offers account holders Ugift, a free, easy, and secure way for friends and family to make gift contributions to a ScholarShare 529 savings account, no matter the occasion.

ScholarShare 529 Reaches $13B in Assets, Helps More Families Achieve Higher Education Goals

Retrieved on: 
Monday, November 22, 2021
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These benefits make ScholarShare 529 plans more accessible to more California families, especially those with younger children, who have more time for their money to grow.

Key Points: 
  • These benefits make ScholarShare 529 plans more accessible to more California families, especially those with younger children, who have more time for their money to grow.
  • The benefits of ScholarShare 529, including affordability and flexibility make it possible for families to save more money for college, said Julio Martinez, Executive Director of the ScholarShare Investment Board.
  • ScholarShare 529 manages over $13 billion in plan assets across more than 369,000 ScholarShare 529 accounts as of 11/8/21.
  • For information about the ScholarShare Investment Board, visit www.treasurer.ca.gov/scholarshare , like ScholarShare 529 on Facebook at www.facebook.com/scholarshare529 , and follow them on Twitter at @ScholarShare529.

ScholarShare 529 Offers Free Help to Parents of College Bound Students

Retrieved on: 
Tuesday, October 26, 2021
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To help families better prepare for paying for college, ScholarShare 529s College Countdown, a college prep program designed to help parents transition their teenagers to and through college, will livestream Savings for College: The Final Sprint, an interview with author Patricia A. Roberts on November 2, 2021 at 12:00 PM PDT.

Key Points: 
  • To help families better prepare for paying for college, ScholarShare 529s College Countdown, a college prep program designed to help parents transition their teenagers to and through college, will livestream Savings for College: The Final Sprint, an interview with author Patricia A. Roberts on November 2, 2021 at 12:00 PM PDT.
  • Attendees will learn more about paying for college and the benefits of a 529 plan.
  • I encourage families to leverage ScholarShare 529s College Countdown and this interview with Patricia A. Roberts to help build their confidence as they continue their educational pursuits.
  • In her current role as COO at Gift of College, she promotes 529 plans as a financial wellness benefit in the workplace.