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.
Tax Professional Form
Complete the information below to begin: