Improve client relationships
with QCD Impact Reports™

Deliver insightful and impact-driven updates that your clients will appreciate
Full donation clarity for your client
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Collaborative

Work with your clients to select charities and deliver impact.

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Donation Clarity

Know where the donation went, and who it helped.

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Free

No charge for advisors or their clients.

Impact reporting

Carefully curated QCD Impact Reports™ show exactly how each donation was used—and who it helped. Personalizing this process connects the donor to selected nonprofits.

Tax

Strengthen Advisor-client Relations

Our field agent uploads these reports to your advisor portal. When a new report is available, you receive a ping—and deliver the good news to your client.

Client

Increased recurring donations

People like to help—we're human. Showing the positive result of their donation elevates the traditional charity-donor relationship.

Advisor