Christopher J. Goodwin Email & Phone Number

Thanks for stopping by! I've been part of the Fidelity Charitable team for over 6 years and I'm committed to being a leader at my firm and and vital resource for our clients. Since its founding in 1991, Fidelity Charitable has been a leading innovator in the DAF space and has grown to become the nation’s top grantmaker - distributing $11.2 billion to charities in 2022 alone. I seek to replicate that innovation in my own way by providing quality solutions for my business partners. Fun fact - Fidelity Investments was the first commercial entity to sponsor a DAF by establishing the Gift Fund in 1991, an independent 501(c)(3).My goal is to help advisors find creative giving strategies, so their clients not only maximize their charitable deductions, but are also better able to support the charities they love and care about. I like to think of myself as an extension of their team and I strive to be their first call in philanthropy. I want to help deepen and foster the already close relationship advisors' have with their clients by providing incredible solutions and empowering them with the knowledge necessary to make effective choices given their unique cases. You see, a lot of donors are giving cash to their local charity, or these charitable conversations with their advisor only come up at the at the end year, when taxes also come into play. But did you know there are so many other times when giving, strategically, can have a massive impact? We all know giving appreciated securities is beneficial (if you don't call me now) but did you also know you can use the DAF when onboarding new clients? rebalancing portfolios? prior to business sales by donating private S & C-corp stock? or donating hedge funds, and LPs? The list goes on and on. I want to share these ideas with you so you can differentiate yourself from the pack. If we don't know each other, let's connect! Please give me a call at 817-474-0433 or email me at christopher.goodwin@fmr.com.In conclusion, as my astute business colleague, Brandon O'Neill, says, "Let's turn these taxable gains into charitable gains".

Listed skills include Financial Statements, Business Strategy, Forecasting, Communication, and 8 others.