BOSTON, October 15, 2009 -- The Foundation for Financial Planning and Fidelity Investments' institutional division today announced that for every dollar that individual financial planners and investment advisors contribute to the Foundation to support pro bono financial advice for Americans in need over the remainder of this year, Fidelity will match their contributions, up to a total of $1 million.

The pledges and matching contributions will help the Foundation support a wide range of projects across the U.S. that offer free financial advice to non-profit groups serving those not traditionally served by the marketplace, including low-income families, high school students, military personnel and victims of disasters.

"Many Americans are faced with a range of financial challenges, from managing monthly bills and debt to figuring out how to fund their retirement," said Charles Goldman, head of Fidelity's institutional custody and clearing business. "As a leader in the financial services industry, Fidelity is committed to helping investors achieve lifelong financial independence. Our pledge to the Foundation reinforces the advisors' role in this mission, and supports their efforts to help people in need take control of their financial lives."

"Given the challenging economic environment of the past two years, more Americans than ever need the professional help provided through our programs to assess their financial situation and create a plan to better manage their savings, spending and investing decisions that ultimately will determine their own, and in many cases their family's, financial security," said James A. Peniston, executive director of the Foundation for Financial Planning.

"We now need the support of financial planners and investment advisors to make new pledges to the Foundation in order to take advantage of Fidelity's commitment," said Barry Freedman, CFP^®, and Foundation Chair. "After all this profession has provided to many of us, how could we not support its Foundation, whose mission aligns with the philosophy of connecting those of us with financial planning experience to those in need of financial literacy through pro bono advice and other outreach programs."

"Financial literacy is the most basic requirement for the development of any effective financial plan, whether one is self-directed or working with an advisor," said Goldman. "Our work with the Foundation is an example of our commitment to support programs that many of our broker/dealer and RIA clients are already participating in today."

To make a pledge of $1,000 or more to the Foundation for Financial Planning, call (770) 938-1110, or visit 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 is a nonprofit organization whose mission is to help people take control of their financial lives by connecting the financial planning community with people in need. Governed by a volunteer board of financial planning and industry leaders, the Foundation has awarded 57 grants totaling more than $3.2 million to organizations reaching those generally not served by the market. Through funding grants that are scalable, a number of support materials have been developed to assist financial planners and advisors in their pro bono work within their communities.

About Fidelity

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $3.0 trillion, including managed assets of more than $1.4 trillion as of August 31, 2009. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as through 5,000 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm. For more information about Fidelity Investments, visit Fidelity.com.

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The Foundation for Financial Planning is an independent organization and is not affiliated with Fidelity.

Clearing, custody or other brokerage services may be provided by National Financial Services LLC, or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

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