Published: February 03, 2011
TD Ameritrade Institutional and the Foundation for Financial Planning Announce Matching Donation Program to Provide Financial Planning Assistance to Americans in Need
SAN DIEGO - (BUSINESS WIRE) - The Foundation for Financial Planning (the "Foundation" ) and TD
Ameritrade Institutional, a division of TD Ameritrade, Inc., a
subsidiary of TD Ameritrade Holding Corporation (NASDAQ: AMTD), 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, TD Ameritrade Institutional will
match their contributions, up to a total of $1 million.
The pledges and matching contributions will help the Foundation in their
ongoing support of a wide range of projects across the U.S. that offer
free financial advice to nonprofit groups serving those not
traditionally served by the marketplace, including low-income families,
high school students, military personnel and victims of disasters.
"In today's challenging economic times, many people are struggling to
deal with a range of financial issues, including managing spending,
reducing debt, the sudden loss of the family's wage-earner, funding
retirement and college, as well as teaching children to be financially
responsible," said Tom Bradley, president of TD Ameritrade
Institutional. "As a leader in the financial services industry, we
embrace this opportunity to help improve the financial lives of
underserved individuals and to further support the advisor community
with their charitable efforts."
"We are thrilled to have the support of such an outstanding financial
services company," said James A. Peniston, executive director of the
Foundation for Financial Planning. "TD Ameritrade has shown its
commitment to helping the underserved for many years and we are pleased
to enter into this alliance and to welcome Tom Bradley as a member of
our board of directors."
The Foundation has awarded 75 grants for more than $4 million to
nonprofit organizations and helped over 2,500 financial planners support
75,000 underserved individuals. In addition, it has helped 50,000 former
military personnel with financial planning upon returning from service
in Afghanistan and Iraq.
To make a pledge to the Foundation for Financial Planning, call 770-
938-1110, or visit www.foundation-finplan.org.
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 75
grants totaling more than $4 million to nonprofit 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 TD Ameritrade Institutional
TD Ameritrade Institutional is a leading provider of comprehensive
brokerage and custody services to over 4,000 fee-based, independent
registered investment advisors and their clients.1 Our
advanced technology platform, coupled with personal support from our
dedicated service teams, allows investment advisors to run their
practices more efficiently and effectively while optimizing time with
clients.
About TD Ameritrade Holding Corporation
TD Ameritrade Holding Corporation (NASDAQ: AMTD), through its brokerage2
and education subsidiaries, combines innovative trading technology,
easy-to-use and understand trading tools, investment services, investor
education and superior client service to create a market-leading
financial services experience. Home to Kiplinger's #1 online
broker,3 the award-winning thinkorswim trading technology,4
and the respected Investools investor education program, TD Ameritrade
provides millions of retail investors, traders and independent
registered investment advisors with the tools, service and support they
need to help build confidence in today's rapidly changing market
environment. For more information and resources for journalists, please
visit the TD Ameritrade newsroom at www.amtd.com.
1 TD Ameritrade Institutional, Division of TD Ameritrade,
Inc., member FINRA/SIPC/NFA.
2 TD Ameritrade, Inc., member FINRA (www.FINRA.org)
/SIPC (www.SIPC.org)
/NFA (www.nfa.futures.org),
and TD Ameritrade Clearing, Inc., member FINRA/SIPC.
3 TD Ameritrade was ranked #1 and received an overall score
of 5 stars (tied for first place with one other broker), in the
Kiplinger's Online Broker Ratings, Kiplinger's Personal Finance,
02/2011. Fourteen brokers were rated in the categories: Costs, Web site
usability, Investment choices, Customer service, and Research and tools.
4 thinkorswim, prior to joining TD Ameritrade, earned 4.9
stars, the top score, in the category "Trading Technology" , and was
rated #1 overall online broker in Barron's ranking of online
brokers, 3/15/2010. thinkorswim was evaluated versus others in eight
total categories, including trade experience, trading technology,
usability, range of offerings, research amenities, portfolio analysis
and reporting, customer service and education and costs. thinkorswim
topped the list in 2006, 2007, 2009, and 2010 with the highest
weighted-average.
AMTD-G

TD Ameritrade
Kristin Petrick, 402-574-6569
Senior Manager,
Communications & Public Affairs
kristin.petrick@tdameritrade.com
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