Transforming the QCD Process
charitydirect’s platform enhances the QCD process by showcasing local causes for tax-savings and client impact
Charity Partners:
Features For
The modern financial advisor
Tax-Efficient Giving
Clearly show your clients how they save money— with simple inputs and compliant calculations.
Bespoke Charity Guide
Easily select local, vetted charities with your clients in person to craft a QCD strategy—empowering change in their community.
Personalized QCD Impact Reports™
Provide your clients with donation impact transparency. We carefully curate these reports so they feel confident—and excited—about their giving.
Expedient Donation Receipts
Fast, secure receipt delivery that saves time—so you can focus on your clients.
Why Advisors Love charitydirect
Andrew Gibson, CFP®
Integrative Planning
“charitydirect helps simplify tax planning objectives for my clients, and ensures that their local dollars have a strong local impact that they can see.”
Nick Lavella, CFP®
Integrative Planning
“QCDs are a cumbersome process, charitydirect will save me dozens of hours per year through their auto receipt generation alone—the rest icing on the cake.”