QCDPro Calculator™:
Qualified Charitable Distributions
for Savings Made Simple
Calculate compliant tax and IRMAA savings while selecting Charlotte charitable causes to supportOur advisor-led QCD dashboard combines QCD calculations with a Charlotte charity
selection guide—creating a personalized experience for financial advisors and their
clients
selection guide—creating a personalized experience for financial advisors and their
clients
Streamlined
Calculate QCDs and select charities with your client.
Centralized
Access all clients and their documents in one dashboard.
Free
No charge for advisors or their clients.
Tax-savings Calculations
Client profile and QCD inputs showcase tax-savings for both federal and state, and Medicare premiums (IRMAA).
Client-facing Dashboard
In-person dashboard for presenting tax-savings and selecting local causes from our bespoke charity guide list.
Advisor Portal
A centralized hub for client lists, donation receipts, and impact reports—easily sharable with clients and custodians.
