Are you a Tax Professional?

We save you time!

Have your clients make their tax credit donations through our Guided Giving Platform and we will:

  • Verify the organizations are qualified to take tax credit donations.
  • Confirm your clients don’t over-donate to any tax credit categories.
  • Search for and verify the 5-digit qualifying charity codes.
  • Provide a donation summary of your clients’ activities.

You can share this website with your clients, or we can build a custom URL specifically for your firm. Having clients utilize a custom URL assures that your firm receives a client summary for the donations they make. There is no cost for a custom URL.

FREE Donation Worksheet
Are you a Tax Professional?

Tax Professional Form

Complete the information below to begin: