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.
Company Details
- Employees
- 1
- Founded
- 2025
- Address
- Charlotte, North Carolina, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.charity-direct.com
- Keywords
- Financial Advisor Tools, Financial Services, Tax Services, Tax Optimization, Nonprofit Services, Charity Vetting, Financial Software, Wealth Management Support, Tax Documentation, Charitable Compliance, Qualified Charitable Distributions, Client Engagement, IRA Charitable Giving, Local Charity Networks, Qualified Charitable Distributions (QCDs), Secure Donation Receipts, Charitable Fundraising, Fintech for Advisors, Philanthropy Technology, Tax-Smart Donations.
- HQ
- Charlotte, North Carolina
Charitydirect Questions
Charitydirect's website is http://www.charity-direct.com
Charitydirect's LinkedIn profile is https://www.linkedin.com/company/charitydirect
Charitydirect has
1 employees.
View email and phone details for 1
employees at Charitydirect.
Charitydirect's industry is
Financial Services
Charitydirect's top competitors are
Wa Charity Direct,
Cardinal Advisors,
Fields Of Hope,
Equipo,
New Destiny Marketing, Llc,
Giving Blueprint,
Neonpanel,
Evolv Family Wealth,
Road Openers, Llc,
Association Of Fundraising Professionals (Afp) Charlotte Chapter.
Charitydirect's categories are Financial Services
Charitydirect's founding year is 2025
