# How can we work together? for partners From fully-hosted to white-label – and everything in between – Backer’s 529 gifting platform is designed to work with your organization. On the path to SOC 2 Type II certification. Security, privacy, and compliance diligence materials available during partnership discussions. ## The digital standard for 529 gifting Backer Gifting Backer’s 529 gifting platform has the widest plan coverage, the fastest processing times, and the best exception handling. Go live in weeks. Give your customers, clients, or audience the best 529 gifting experience so they can save more with support from family and friends. ### States improving their 529 gifting Few plans have a gifting experience that feels native to the way families share and contribute today. Backer gives state 529 programs a proven path to improve results while keeping plan operations clear. 5% Backer gifting’s share of all North Carolina 529 contributions in 2025. ### Broker-dealers Let clients easily invite family and friends to contribute to their omnibus-held advisor-sold plan. A win for your advisors, their clients, and your 529 asset base. - Invite - Contribute - Receive #### Proven lane A standardized agreement and flat per-gift fee structure support compliant broker-dealer adoption. ### Consumer platforms Add 529 gifting capabilities beside the moments when families already gather, celebrate, and give. Backer supplies the contribution infrastructure while your consumer UI remains the front door. +70% YoY growth in recurring gifts – that first contribution can become an enduring family habit. ## The gift moment The moment a family receives a gift, shipped as an embeddable partner module – your brand front-and-center, Backer under-the-hood. _Beside the copy sits a preview of the embeddable module – a "Powered by Backer" card reading "You received a gift", "$50.00", "from Grandma" and "We love you, Maya!". Its accessible description reads: The Backer gift moment on a partner surface._ [Contact partnerships](mailto:partnerships@backer.com) ## Built on real family-investing activity our numbers ### 455,000+ 529 contributions processed ### 277,000+ People reached ### $100M+ Saved toward kids' futures ## We back what matters most One home for the whole village behind a kid – parents, grandparents, godparents, friends. [For families](/families/) --- _Site-wide footer copy and disclosure, shown on every page:_ The connected information, discovery, and infrastructure company for family investing. Backer is the tradename of Principly, Inc., an SEC-registered investment adviser. Our internet-based investment advisory services are designed to assist clients in saving for education and are not intended to provide comprehensive tax advice or financial planning. Our services are available to U.S. residents only. This website shall not be considered a solicitation or offering for any service or product to any person in any jurisdiction where such solicitation or offer would be unlawful. Investing in securities involves risks, and investing in 529 plans in particular involves certain tax considerations and related risks. Any investments you make in a 529 plan through Backer may lose value. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Our savings calculator is a hypothetical tool provided for illustrative purposes only and is based on important assumptions [described here](/legal/#disclosures). SavingForCollege.com and TrumpAccounts.com are independent publishing properties of Saving for College, LLC and do not provide investment advice. © 2026 Principly, Inc.