Foundation for Financial Planning Announces a $500,000 Matching Gift Program with Fidelity Investments to Provide Pro Bono Financial Planning to Americans in Need

ATLANTA--()--The Foundation for Financial Planning today announced that over the next year, Fidelity Investments® will match financial planner and investment advisor contributions up to $500,000 to the Foundation to support pro bono financial planning activities for Americans in need.

Fidelity Institutional, the division of Fidelity® that provides clearing, custody and investment management products to registered investment advisors (RIAs), banks, broker-dealers and family offices, has supported the Foundation’s mission for more than 14 years, contributing over $1.5 million1. This support has helped the Foundation fund a wide range of non-profit initiatives that provide pro bono financial advice to individuals not traditionally served by the industry, including low- and moderate-income families, military personnel and victims of natural disasters among others.

“The Foundation for Financial Planning is the only organization dedicated solely to supporting the delivery of pro bono financial planning to underserved communities. We understand that these individuals are more likely to experience difficulty with debt and other financial challenges. We are more committed today than ever and know that our success is made possible by the steadfast support of financial donors and pro bono volunteers,” said Elissa Buie, CFP®, Foundation Chair.

“As an industry, it is important that we come together to support communities that do not typically receive financial advice, as it is often these individuals who can benefit the most from a financial plan,” said Bob Oros, executive vice president, Fidelity Institutional Wealth Services®. “We invite the financial advisor community to join us in making a pledge to support an organization that is truly making a difference when it comes to financial planning for Americans in need.”

“Every day we connect people who lack financial planning knowledge with pro bono financial planners who volunteer thousands of hours annually to help put them on the path to financial freedom. We know that financial planning matters and having the ability to plan for future home and car repairs matters to most Americans. Lack of basic financial planning skills not only impacts the individual, it impacts the economy as well,” said James A. Peniston, executive director of the Foundation for Financial Planning.

To make a matching pledge of $1,000 or more to the Foundation for Financial Planning, call (770) 938-1110 or visit its website at www.foundation-finplan.org. Pledges may be paid over five years and all contributions are tax-deductible.

About the Foundation for Financial Planning

The Foundation for Financial Planning, a 501(c) (3) non-profit, is the only organization solely focused on supporting the delivery of pro bono financial planning. Its mission is to help people take control of their financial lives by connecting the financial planning community with people in need. Visit www.foundation-finplan.org for more information and to learn how you can contribute to making a difference in the financial lives of others.

About Fidelity Investments

Fidelity Investments is one of the world’s largest providers of financial services, with assets under administration of $4.7 trillion, including managed assets of $2.0 trillion, as of February 28, 2014. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

Fidelity Investments, Fidelity, and Fidelity Institutional Wealth Services are registered marks of FMR LLC.

Fidelity Institutional Wealth Services provides brokerage products and services and is a division of Fidelity Brokerage Services LLC. National Financial is a division of National Financial Services LLC through which clearing, custody and other brokerage services may be provided.

Fidelity Investments is an independent company, unaffiliated with Foundation for Financial Planning.

The information and opinions expressed by Foundation for Financial Planning in no way represent the advice, opinions, or recommendations of Fidelity Investments or any of its affiliates. The information contained herein is general in nature, is provided for informational purposes only and is not legal advice. Fidelity Investments does not provide advice of any kind.

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1 As of January 2014

Contacts

Foundation for Financial Planning
Jim Peniston
Dawn Robinson Butler
770-938-1110
or
Fidelity Corporate Communications
617-563-5800

Release Summary

The Foundation for Financial Planning announced today Fidelity Investments® will match financial planner and advisor contributions up to $500,000 in support of pro bono financial planning activities.

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Contacts

Foundation for Financial Planning
Jim Peniston
Dawn Robinson Butler
770-938-1110
or
Fidelity Corporate Communications
617-563-5800