Charitydirect

charitydirect transforms the QCD process with a suite of features for financial advisors and clients, including a QCD client-facing dashboard for choosing vetted local charities, a QCDPro Calculator™ for fully-compliant state and federal tax-savings, and Impact Reports™ that highlight donation impact. charitydirect’s platform strengthens advisor-client relationships through multiple engagement touchpoints and ensures quick, secure access to donation receipts for tax documentation. The platform is free for advisors and their clients, while charity partners pay a minimal Field Agent fee for a collection of services including cost-efficient fundraising, on-site audits, curated reporting, donation receipt tracking, and charity support. charitydirect’s mission is to connect communities by amplifying the impact of local giving.