Advisor Pricing
No cost for financial advisors and their clients to use our platform
Financial Advisors
Free
- Advisor portal
- Secure document vault
- QCDPro Calculator™
- Client-facing QCD dashboard
- Sharable QCD strategy report
- Personalized QCD Impact Reports™
- Donation receipt generation
Your Clients
Free
- Vetted local Charity Partner list
- In-person QCD Dashboard
- In-person local charity selection guide
- QCD Impact Reports™
- Personalized 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.
- Increased fundraising
- New donors
- Recurring donations
- Program exposure
- Improved fundraising efficiency ratio
- Improved program expense ratio