Give Clients Creative Funding Options
Suggest to clients that they encourage grandparents and other family members to make contributions for college in lieu of other gifting. --Donna M. Winn
Creative funding options: Suggest to clients that they encourage grandparents and other family members to make contributions for college in lieu of other gifting. Another option worth exploring is the growing selection of credit cards that allow spenders to contribute to a college savings plan.
-Donna M. Winn is president and CEO of OFI Private Investments, in How Planners Can Help Spur College Savings
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