Why Get Started with a JackieTrust®?
The 5 Step JackieTrust® Process:
# 1: Identify the Child’s Interest
Already know what excites your child? Need help finding out? We use our expertise and experience to help you identity a gift category that the child will enjoy.
# 2: Connect Interest to Investment
We do all the work to identify a company with a stock dividend reinvestment plan that owns or manufactures the gift category in Step 1. The bundle is important because it shows the connection between the tangible gift and the stock.
# 3: Receive Your Customized Proposal
After identifying the tangible gift and stock, we provide you with a proposal customized for your approval and engaging to the young person.
JackieTrust Custodial Bundle: $175.00 -$250.00
JackieTrust Gift Giver Bundles: $125.00 – $195.00
Prices are subject to change and are based on customization of Stuff&Stock deliverable bundles.
# 4: Collect Information to Create the Stuff&Stock
All it takes is a completing the registration. We will prepare and monitor the logistics, maintain the database, and even send reminders to help expand the young person’s portfolio and financial literacy.
# 5: Celebrate with the child!
You have just bought a meaningful gift that will will help teach financial literacy and build wealth. What you do today will make a difference in the life of a child!