Built for Advisors, Backed by Purpose
At charitydirect, we believe clarity drives confidence. Our mission is to simplify charitable giving through innovative tools thatempower financial advisors and their clients to give with intention, track impact, and build stronger community ties.
Transforming the QCD Process
Charitydirect's platform is designed to strengthen the relationship between you and your clients. Our tools create multiple touchpoints to enhancing the QCD experience—a truly novel offering for your practice.
Raising the Community
Through Our Community
Our mission is to build community by increasing support for local causes. In a future where disconnection is increasing, charitydirect brings a personalized touch—highlighting the impact an individual can have on their local community. Together, we can direct giving to the most efficient causes, amplifying impact in the Queen City.
Leadership

Chris Ward
Founder | Field Agent #1
Founder | Field Agent #1

Jesse Croteau
Founder | Field Agent #2
Founder | Field Agent #2