Guest Guide

Everything a guest needs to know about giving through The Forever Fund: amounts, payment methods, messages and receipts, and what happens after a gift is sent.

Can a guest include a personal message?

Yes. Guests can include a personal message with a contribution.

Yes. A message can explain the meaning behind the gift and helps the recipient with thank-you notes. Guests should avoid including private financial, medical, account, or identity information in a message, especially if the registry offers a public-display option.

Last reviewed August 24, 2026Guest Experience

Can a guest select a stock or ETF?

A registry may let guests choose an investment-themed goal, but the recipient controls actual trading in the brokerage account.

Guests may be able to select a stock, ETF, portfolio theme, or allocation shown by the registry. Treat that selection as the guest's gift designation unless the brokerage separately confirms an executed purchase. The Forever Fund should not imply that a securities trade occurred merely because a guest clicked an investment label.

Last reviewed August 24, 2026Guest Experience

Can guests choose their own gift amount?

Guests can choose from the amounts offered on the registry or enter a custom amount when that option is enabled.

The checkout is designed to let guests select an amount that works for them. A registry may also display suggested goals or allocations to make the choice easier. The final charged amount and applicable fee treatment should be visible before the guest confirms payment.

Last reviewed August 24, 2026Guest Experience

Can guests give from a phone or tablet?

Yes. The registry and checkout are designed to work on current mobile devices.

Yes. Guests can open the shared link in a supported mobile browser, review the registry, enter a message, and complete checkout. Wallet payment buttons appear only when the device, browser, and payment configuration support them.

Last reviewed August 24, 2026Guest Experience

Does a guest need a Forever Fund account?

No guest account is required for the standard gift checkout described on the site.

Guests can use the registry link and complete the contribution flow without opening their own Forever Fund profile. The checkout may still request a name, email, billing information, and any verification required by the payment processor for security and receipts.

Last reviewed August 24, 2026Guest Experience

How does a guest give through The Forever Fund?

Open the registry link, choose an amount, enter the requested details and message, and complete the secure checkout.

A guest follows the recipient's official registry link, reviews the recipient and event details, chooses a gift amount or goal, enters the required contact information, and pays through checkout. Review the recipient name and amount before confirming because completed personal gifts may be final.

Last reviewed August 24, 2026Guest Experience

What should I do if a gift payment fails?

Recheck the card and billing details, try an available alternative method, or contact the card issuer before contacting support.

A payment can fail because of incorrect billing details, insufficient funds, issuer fraud controls, browser problems, or a payment-processing error. Do not repeatedly submit the same payment without checking whether a charge is pending. If the issue continues, contact support with the registry link, time, amount, and error message, but never send a full card number by email.

Last reviewed August 24, 2026Guest Experience

Will a guest receive a payment receipt?

A successful checkout should provide a confirmation and payment receipt to the email entered by the guest.

After payment, the guest should see an on-screen confirmation and receive an emailed receipt or confirmation from the payment flow. If neither arrives, check spam, verify the card activity, and contact support before trying again so a duplicate gift is not created.

Last reviewed August 24, 2026Guest Experience

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The Forever Fund is a financial technology platform that provides a digital investment gift registry experience designed to facilitate contributions toward investment accounts. The Forever Fund is not a bank, broker-dealer, or investment adviser and does not provide investment, financial, legal, accounting, or tax advice. Contributions are deposited directly into the account holder's own brokerage account at Fidelity, Robinhood, or Charles Schwab. For those who elect optional advisor management, investment advisory services are provided by licensed financial professionals affiliated with our trusted Forever Fund Advisors. Any investment recommendations, portfolio allocations, financial planning services, or investment management are provided solely by these licensed professionals and not by The Forever Fund. Registration with the U.S. Securities and Exchange Commission ("SEC") does not imply a certain level of skill or training. Investing involves risks, including the possible loss of principal. Past performance does not guarantee future results. Individuals should carefully consider their financial situation, investment objectives, and risk tolerance before investing. The Forever Fund does not solicit, recommend, or endorse any specific securities, investment strategies, or financial products. All investment decisions are made by the account holder. The Forever Fund does not hold, custody, or control client funds or securities. Investment accounts and securities are maintained by the account holder's chosen broker-dealer (Fidelity, Robinhood, or Charles Schwab), which are members of FINRA/SIPC.