Each spring, Fidelity celebrates National Financial Literacy Month in April and Fidelity Cares Month in May, when our associates build on their year-round impact by expanding volunteer efforts to support the communities we serve. This year’s Fidelity Cares Month is especially meaningful as we mark the 30-year milestone of our associate volunteer program.
Fidelity’s year-round volunteer activities reflect our core purpose—to strengthen the financial well-being of the customers, clients, and communities we serve, by collaborating with nonprofits to address their most immediate needs and by helping to create conditions where people can build financial stability and expand opportunity. From financial education to foundational needs like school support and food security, each effort supports individuals and families in meaningful ways and helps drive long-term impact.
National Financial Literacy Month
In April, 400+ Fidelity volunteers hosted 30+ financial education events, reaching 2,100+ students through workshops focused on financial literacy, career readiness, and experiential learning.
This work is part of Fidelity’s broader financial education efforts, including resources such as 5 Money Musts, Women Talk Money, and other tools designed to help individuals build financial skills.
To further support financial education nonprofits, Fidelity, alongside Common Impact, launched a digital workshop series to help community organizations leverage skills-based volunteerism to strengthen their capacity to serve more communities.
Fidelity Cares Month
In May, Fidelity associates participated in a month of service across regional sites, investor centers, and virtual events, supporting communities through financial education, skills-based volunteering, and hands-on service.
Across Fidelity locations, 11,000+ associates participated in 200+ events, contributing 19,000+ volunteer hours. In support of our mission, associates delivered 1,000+ hours of direct-to-student financial education, reaching 2,000+ students and distributing 600+ financial education kits. They also shared their experience through skills-based volunteering, providing nonprofits with project and consultative support worth $100,000+ in fair market value1.
Associates continued to make a hands-on impact—reaching 29,000+ students, picking up 800+ pounds of litter, and helping provide 350,000+ meals to those in need in their local communities.
What are Fidelity associates and community collaborators saying about the impact they are making together?
“Fidelity works alongside us to figure out what our need is... so they make an impact, not only on the lives of the adults in the building, but the students and families at home.” - Lori Thames, Hub Community School Coordinator
“Cleaning up this park gave me the opportunity to positively impact the community and better understand the neighborhoods we serve. It also gave me the chance to get to know the people I work with in new ways. I found myself having conversations I wouldn’t normally have, learning new things about my teammates, and seeing different perspectives. It brought us together in a meaningful way that we don’t always get in the day-to-day.” - Teresa Pelletier, Vice President, Community Relations
“Volunteering, personally, keeps me grounded. It’s a great way to get out of the office to connect with colleagues who have similar interests and are interested in giving back.” - Jennifer Bennett, Head of Human Resources
Explore highlights from this year’s efforts below!
¹ Fair market value reflects the estimated cost of services if procured on the open market under normal conditions.
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