Fidelity’s Commitment to Sustainable Community Development through Financial Literacy and Service

Fidelity demonstrates a strong, year-round dedication to community engagement, aligning its efforts with the Sustainable Development Goals (SDGs), particularly those focused on quality education (SDG 4), reduced inequalities (SDG 10), and sustainable communities (SDG 11). This commitment is prominently highlighted during National Financial Literacy Month in April and Fidelity Cares Month in May, where associates actively participate in initiatives that foster financial empowerment and community support.

National Financial Literacy Month: Promoting Quality Education and Economic Empowerment

In April, Fidelity engaged 800 associates in financial empowerment activities, marking a 50% increase in participation compared to the previous year. The company hosted 60 financial education events, reaching over 5,100 students nationwide. These efforts included the distribution of 1,000 financial education “Action Packs,” designed to encourage ongoing financial conversations beyond the classroom.

• Associates Involved: 800
• Engagement Increase: 50% from 2024
• Events Hosted: 60 financial education-focused events
• Students Reached: 5,100+
• Action Packs Distributed: 1,000

These initiatives contribute directly to SDG 4 by enhancing financial literacy among youth, empowering them with essential skills for economic independence and responsible decision-making. Furthermore, by targeting underserved communities, Fidelity addresses SDG 10, reducing inequalities related to financial knowledge and access.

“The smiles, their curiosities, the ‘aha’ moments were a true testimony of what impact looks like! It was great to see the excitement and interest from the children.” – Fidelity Associate

“It’s nice that the kids have these opportunities, because they want to grow, and they want to know more. A lot of our kids don’t come from circumstances where their parents know a lot about financial education. They might not get that from their friends or the environment they’re around. They take these opportunities every time they can. They also want a great future.” – Community Collaborator

Fidelity Cares Month: Advancing Sustainable Communities through Volunteerism

In May, Fidelity associates participated in a record-breaking month of service, emphasizing SDG 11 by fostering sustainable and resilient communities. Activities spanned regional sites, investor centers, and virtual platforms, focusing on student support, food security, environmental beautification, technology refurbishment, and skills-based volunteering to support nonprofit organizations.

1. Volunteers: 12,000 associates
2. Events Conducted: 200+
3. Volunteer Hours: Nearly 24,000 hours
4. New Volunteers Since 2024: 5,000
5. Students Reached: 10,400+
6. Financial Education and Student Support Kits Distributed: 4,200+
7. Meals Packed: Over 94,900

These efforts support multiple SDGs by addressing hunger (SDG 2), promoting education (SDG 4), and encouraging community engagement and environmental stewardship (SDG 11). The surge in volunteer participation reflects Fidelity’s growing commitment to social responsibility and sustainable development.

Conclusion

Fidelity’s integrated approach to community service and financial education exemplifies its dedication to advancing the United Nations Sustainable Development Goals. Through National Financial Literacy Month and Fidelity Cares Month, the company mobilizes associates to create meaningful, measurable impacts that empower individuals and strengthen communities.

For a visual overview of these initiatives, please refer to the 2025 Fidelity Cares Month Recap Video.

1. Sustainable Development Goals (SDGs) Addressed or Connected

1. SDG 1: No Poverty – Addressing food security and student support initiatives.
2. SDG 2: Zero Hunger – Meal distributions to combat hunger in communities.
3. SDG 4: Quality Education – Financial education events and distribution of educational materials to students.
4. SDG 8: Decent Work and Economic Growth – Financial empowerment activities aimed at improving financial well-being.
5. SDG 11: Sustainable Cities and Communities – Community beautification projects and volunteer efforts to improve local environments.
6. SDG 17: Partnerships for the Goals – Collaboration between Fidelity associates and community partners to achieve common goals.

2. Specific Targets Under the Identified SDGs

1. SDG 1 – Target 1.4: Ensure that all men and women have equal rights to economic resources, including financial services and education.
2. SDG 2 – Target 2.1: End hunger and ensure access by all people to safe, nutritious, and sufficient food.
3. SDG 4 – Target 4.4: Increase the number of youth and adults who have relevant skills, including financial literacy, for employment and entrepreneurship.
4. SDG 8 – Target 8.3: Promote development-oriented policies that support productive activities, decent job creation, and entrepreneurship.
5. SDG 11 – Target 11.7: Provide universal access to safe, inclusive, and accessible green and public spaces.
6. SDG 17 – Target 17.17: Encourage and promote effective public, public-private, and civil society partnerships.

3. Indicators Mentioned or Implied to Measure Progress

• Number of participants/volunteers: 800 associates in financial empowerment activities; 12,000 volunteers in service events.
• Engagement increase percentage: 50% engagement increase from 2024 in financial empowerment activities.
• Number of events hosted: 60 financial education events; 200+ community service events.
• Number of beneficiaries reached: Over 5,100 students in financial education; 10,400+ students in community support initiatives.
• Quantity of educational materials distributed: 1,000 financial education “Action Packs”; 4,200+ financial education and student support kits.
• Meals packed and distributed: Over 94,900 meals packed.
• Total volunteer hours contributed: Nearly 24,000 hours.

4. Table of SDGs, Targets, and Indicators

Source: newsroom.fidelity.com