Give a friend or family member a full year of PlannerPlus for a one-time payment of $168. We email the gift on the date you choose. The gift never expires, and the year starts when the recipient claims it, not when you buy it.
PlannerPlus includes detailed expense planning, linked accounts, investment insights, retirement income planning, and tax strategies like Roth conversions.
For gift givers
How to buy a gift
Go to gift.boldin.com.
Enter your name and your email.
Enter the name and email of the person getting the gift.
Add a personal note if you like. It can be up to 500 characters.
Pick a delivery date. Choose today to send it right away, or any day up to one year from now.
Click Continue to checkout.
Pay through Stripe's secure checkout. Your receipt arrives by email.
Double-check the recipient's email before you pay. That is where we send the gift.
If you see We couldn't start checkout. Please try again in a few minutes., wait a few minutes and try again. If it keeps happening, contact support.
What the recipient gets
On the delivery date, we email your recipient. The subject line is A gift of financial confidence, from followed by your name. The email has your note (if you wrote one) and a Start Your Gift Subscription button. They click it to claim the gift.
For gift recipients
How to claim your gift
Open the gift email from Boldin.
Click Start Your Gift Subscription.
Sign in to your Boldin account. If you are new to Boldin, create a free account from that page.
Review the terms on the page. They depend on your account (see below).
Click Claim gift.
In the planner, you will see Your gift is active until and your end date.
You do not need to type the gift code. The button already has it. Finish in the same browser you opened the link in. If you leave the page or switch browsers, open the email and click the button again.
What happens next depends on your account
If you do not have PlannerPlus or a saved card
You do not need a card to claim. Your gift year ends on the date shown on the claim page. To keep PlannerPlus after that, add a credit card in Account settings during your gift year. Your plan then renews at $168 a year when the gift year ends.
We email you reminders 30 days and 7 days before your gift year ends, and on the last day. Each email has a Keep PlannerPlus button that takes you to add a card.
If you do not add a card, your account moves to Basic when the gift year ends. You keep your data, and you can add a card in Account settings any time to restart PlannerPlus.
If you have a card saved from before
To claim, tick the box that says I understand and agree to automatic renewal.
Your gift covers one year. Then your plan renews at $168 a year on the end date, charged to the card saved in your account, unless you cancel first.
If you already have PlannerPlus
The gift pays for your next year of PlannerPlus. We add it to your account as credit equal to one year of your current plan, including tax. You need to tick the auto-renew box to claim.
After the gift year, your plan renews at its usual price unless you cancel. If your plan was set to cancel, claiming the gift turns renewal back on. If you claim more than one gift, each one adds another year.
You can cancel any time in Account settings. If you cancel during your gift year, you keep PlannerPlus until the gift year ends.
Can't claim your gift?
If something stops your claim, the page shows a message. Find yours below.
What you see | What to do |
This gift link isn't valid. Open the link in your gift email again, or contact support. | Go back to your gift email and click the button. Do not copy the link by hand, since part of it can get cut off. If the gift was already claimed by another account or refunded, contact support. |
We couldn't find a gift code. Open the link in your gift email again. | Go back to your gift email and click the button. |
We couldn't confirm your gift. Please open your gift link and try again. | Open your gift email and click the button again, using the same browser and Boldin account. If it keeps happening, contact support. |
Check the box to confirm auto-renewal to continue | Tick the auto-renew box on the claim page. Then click Claim gift. |
Your PlannerPlus plan changed since you opened this page. Please open your gift link again and agree to the renewal. | Open your gift email and click the button again. Tick the auto-renew box, then click Claim gift. |
Your PlannerPlus payment needs attention. Please update your payment method in your account, then claim your gift. | Update your payment method in your account. Then open your gift email and click the button again. |
This gift is claimed, but your PlannerPlus plan has ended. Any gift credit you haven't used stays on your account and pays for PlannerPlus when you subscribe again. | Your gift was claimed. The credit stays on your account and is used when you subscribe to PlannerPlus again. |
Your next PlannerPlus payment is already free, so this gift has nothing to pay for yet. Please contact support to use it later. | Contact support. Your gift stays valid. |
Gifts aren't available for your account. Please contact support. | Gifts cannot be added to accounts that sign in through an organization (single sign-on). Contact support. |
Your PlannerPlus plan isn't billed by Boldin, so we can't add this gift to it. Please contact support. | Contact support. |
Your PlannerPlus plan is set to end on a specific date, so we can't add this gift to it. Please contact support. | Contact support. |
Something went wrong on our end. Please try again in a few minutes. | Wait a few minutes. Then click the button in your gift email again. If it keeps happening, contact support. |
Frequently asked questions
Does the gift expire?
No. If the recipient never claims it, it stays valid until they do.
Can two people claim one gift?
No. One gift works for one account. Once it is claimed, the link will not work for anyone else.
I did not get the gift email. What should I do?
Check your spam or promotions folder for A gift of financial confidence. Gifts arrive on the delivery date the giver picked. If you still cannot find it, ask the giver to contact support so we can check the email address and resend it.
I got the gift email twice. Is that a problem?
No. Both emails are for the same gift. Use either one.
Contact support
Still stuck? We are happy to help. Contact support by clicking your initial in the top right corner and selecting "Support Chat".