Fidelity Investment’s Commitment to Financial Literacy

At Fidelity Investments we think differently about community. Our focus of helping people prepare for the lives they want to live goes beyond “one and done” volunteer activities. We believe in collaborating with best in class non-profits to make a difference for school-age children in the areas of education and financial literacy.

This commitment extends beyond our customers.  It goes deep into the communities where employees live and work. That is why in 2013 we partnered with Fairview Elementary School. Located in one of the lowest-income areas of the state and serving a uniquely diverse population, Fairview had no other corporate partners. Our relationship with Fairview was an opportunity to make an impact by bringing in resources to which the school might not otherwise have access, while connecting employees to meaningful volunteer opportunities in the areas of education and financial literacy.

Working with teachers and students both inside the classroom and out within our communities continues to be core to Fidelity Investments’ commitment to financial literacy. We believe that when people have access to financial knowledge, they are more confident, can make better decisions and achieve better outcomes in their lives and the lives of their families. Our efforts in Denver with Fairview were recently recognized by the Denver Public School Foundation when we received the 2019 School Partner of the Year award for a large business.

For the past 5 years, Fidelity has partnered with Fairview on numerous projects and initiatives, including TutorMate – an online, remote literacy program that helps first graders learn to read or improve their reading proficiency skills; School Transformation Days to make needed improvements to the school building, both inside and outside, and teaching financial literacy classes to Fairview’s K-5 students. This focus on financial literacy is a core value at Fidelity and something we believe will provide these students with a solid foundation for the future.

In addition to our partnership with Fairview, Fidelity’s “teach the teacher” program designed to improve student financial literacy has reached more than 400 Colorado educators, including participants from Denver Public School, and impacted more than 20,000 students statewide.

As the Sun Valley neighborhood continues to evolve, we’ll stay connected to Fairview, its students and administrators.

Fidelity’s Commitment to Financial Literacy

Throughout the school year, Fidelity employees teach and share personal finance lessons and career insights through in-classroom programs and events that host students at Fidelity’s 10 regional locations, in addition to our headquarters in Boston MA. Employees are matched for in-person or video connections to local classrooms to share their career expertise and insights. Fidelity’s personal finance teacher training program has reached more than 2,000 teachers and, in turn, 200,000 students nationwide since the program’s inception in 2015.

Denver Public Schools Foundation, Fairview Elementary School and Fidelity Investments are independent entities and are not legally affiliated.

Fidelity Brokerage Services LLC, Member NYSE, SIPC,

900 Salem Street, Smithfield, RI  02917

 890386.1.0

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