Your Fidelity Connection

News & Insights for HR & Benefits Leaders

The Future of Philanthropy

November’s Key dates

Now Available: 2021-22 Fiduciary Calendar

VIEW HERE

11/11: National Veteran’s day

Fidelity’s new philanthropic report details the seismic shifts and perceptions of donating, highlighting the evolution from charitable giving to charitable living.

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INSIGHTS ON GIVING

Engage. Inspire. Connect. Learnings found in our Giving Together report

How organizations and their employees are showing up for the community. LEARN MORE

Build inclusive benefits strategies that align to your employees’ values

Providing opportunities for employees to give back to their communities of choice can be one way to support overall employee financial wellness and increase job satisfaction. EXPLORE HERE

Building a high impact giving program

Social responsibility is more important than ever. Our philanthropic case study identifies a comprehensive suite of solutions. LEARN MORE

Employees value companies that value giving

19 of 10 employees believe that companies who sponsor volunteer activities offer a better overall working environment. LEARN MORE

How to help with disaster relief

293% of donors plan to give the same to charity as they did in 2020. We’ve developed tips for your employees to help during times of need. LEARN MORE





ENGAGING TOOLKITS

Inspire with a new Workplace Giving toolkit!

We have created a giving season toolkit with a variety of off-the-shelf resources for your employees. LEARN MORE

Help your employees’ charitable dollars go further!

These communications will help your employees make the greatest impact possible through charitable giving. LEARN MORE





ADDITIONAL NOVEMBER HIGHLIGHTS

Caring for veterans

See how one woman’s tremendous loss led to her extensive volunteer efforts for veterans. LEARN MORE

Adding another layer of support to the Netbenefits® experience

We've added a trusted contact feature to help safeguard your employees' financial futures. LEARN MORE




LEGAL & REGULATORY UPDATES

•   Changes in Student Loan Service Providers

       The end of the year means upcoming due dates for many calendar-year qualified plans.

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May 2021

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September 2021

October 2021

Please note, participant resources are not applicable to individuals outside the U.S.

For plan sponsor and investment professional use only.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

By using these communications, you represent that you are an authorized representative of the organization for which you are copying, distributing, posting or otherwise using the Fidelity prepared communications attached here and on behalf of such organization accept these terms and conditions on behalf of the organization located at http://go.fidelity.com/TermsForClientUsage

1Deloitte Volunteerism Survey, June 2017

2Amid Pandemic Surge, Most Donors Plan to Give the Same or More to Charity This Year Than in 2020 (fidelitycharitable.org)

Before investing in any mutual fund, consider the investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
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