UNest Gifting

The perfect gift from family and friends. Your child’s UNest account is shareable and perfect for every occasion as your child grows.

 

How it works

  • Investment options: Five investment options suited to your needs, including age-based
  • Invite friends and family: Send a gifting link to invite your friends and family to contribute for Birthdays, holidays and other special occasions
  • Watch it grow: Watch your child’s account grow due to the contributions from your community and special rewards from the brands your love
 

How it works

  • Investment options: Five investment options suited to your needs, including age-based
  • Invite friends and family: Send a gifting link to invite your friends and family to contribute for Birthdays, holidays and other special occasions
  • Watch it grow: Watch your child’s account grow due to the contributions from your community and special rewards from the brands your love
 

Disclosure

College Savings Calculator is a hypothetical tool that demonstrates how monthly contributions, age-based asset rebalancing, and tax savings may impact the long-term value of your account, and do not take into account a portfolio’s underlying investment management fees. Calculations assume the private institution cost inflation is 2.8%, public out of state cost inflation is 3.9%, public in state cost inflation is 2.7%. Portfolio is assumed to have only stocks and bonds. Monthly equity returns are based on the historical data from the 10-year track record of the stock market (SPY). Monthly fixed income returns are based on the historical data from the 10-year track record of the bond market index (AGG). The current college expenses are provided by the collegeboard.org. Actual account performance may differ due to market fluctuations, changes in recurring investments, and asset allocation. The information provided here is for illustrative purposes only and does not represent actual or future performance of any investment option and is not intended to predict or project the investment performance of any security or index.