Investment Gifts: Creative Ways to Give Money to Kids

Personal Finances | Family Finances

 Sara Gelsheimer By: Sara Gelsheimer
Most gifts—even the big ones—fade from our memories within months. But some gifts will continue to give years after recipients have torn off the wrapping paper and shrieked with joy: investment gifts. When you give money in the form of education funds, stocks, trusts, or charitable contributions, your gift sets a great example for the recipient.
In this video, Senior Wealth Manager, Sara Gelsheimer, talks through creative ways to gift money to your children:

  • Cash
  • Charitable Giving in the Child's Name
  • Roth IRA
  • Stock in a Company They're Interested in
  • 529 College Savings Plan

Additional Resource: 

For additional consideration, check-out our blog on How to Instill Smart Money Values in Your Kids. 


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This material has been prepared for informational purposes only and should not be used as investment, tax, legal or accounting advice. All investing involves risk. Past performance is no guarantee of future results. Diversification does not ensure a profit or guarantee against a loss. You should consult your own tax, legal and accounting advisors.

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Sara came to Plancorp in 2013 with a strong financial background and an even stronger commitment to financial education—particularly for women. A Wealth Manager and Founder of InspireHer (Plancorp's Women's Initiative), Sara is also a new mom. More »