charitydirect Email Formats

Financial Services • Charlotte, North Carolina, United States • 1-10 Employees

Key Contact at charitydirect

Chris Ward

Founder

Company overview

Headquarters	Charlotte, North Carolina, United States
Website	charity-direct.com
NAICS	52
Keywords	Financial Services, Financial Software, Tax Services, Charitable Fundraising, Tax Optimization, Client Engagement, Wealth Management Support, Nonprofit Services, Charity Vetting, Financial Advisor Tools, Tax Documentation, Philanthropy Technology, Qualified Charitable Distributions, Charitable Compliance, Fintech For Advisors, Ira Charitable Giving, Local Charity Networks, Qualified Charitable Distributions (Qcds), Secure Donation Receipts, Tax-Smart Donations
Founded	2025
Employees	1-10

About charitydirect

charitydirect transforms the QCD process with a suite of features for financial advisors and clients, including a client-facing QCD dashboard that combines a QCDPro Calculator™ showcasing est. savings for federal and state tax as well as Medicare premiums (IRMAA) with QCDs, with a selection guide of high-impact Charlotte charities, automated Donation Receipt Generation that saves advisors (and their staff) dozens of hours in administrative work per year and QCD 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 3.9% Field Agent fee for a collection of services including cost-efficient fundraising, on-site vetting, curated reporting, donation receipt generation, and charity support. charitydirect’s mission is to connect communities by amplifying the impact of local giving.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

charitydirect has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

charitydirect has never raised funding before.

Frequently asked questions

charitydirect is located in Charlotte, North Carolina, US.

charitydirect was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

charitydirect has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at charitydirect

Chris Ward

Founder

4.8

40,000 users