Advisor Pricing

No cost for financial advisors and their clients to use our platform

Financial Advisors

Free

  • tickAdvisor portal
  • tickSecure document vault
  • tickQCDPro Calculator™
  • tickClient-facing QCD dashboard
  • tickSharable QCD strategy report
  • tickPersonalized QCD Impact Reports™
  • tickDonation receipt generation

Your Clients

Free

  • tickVetted local Charity Partner list
  • tickIn-person QCD Dashboard
  • tickIn-person local charity selection guide
  • tickQCD Impact Reports™
  • tickPersonalized charity thank you

Charity Partners

3.9% Field Agent Fee covers on-site charity vetting, charity registration, donation receipt generation, curated QCD Impact Reports™ and charity support software.

  • tickIncreased fundraising
  • tickNew donors
  • tickRecurring donations
  • tickProgram exposure
  • tickImproved fundraising efficiency ratio
  • tickImproved program expense ratio