The Best Planned Giving Software in 2026
We researched planned giving software using vendors’ official websites, including pricing pages, plan tables, and product documentation. Rankings focus on the category’s core job, value for money, and verified features for cultivating, documenting, and administering bequests and other legacy gifts.
Our top picks
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Top ranked
FreeWill#1 of 209.0/10Free online estate-document creation for individuals, with a California-only living trust.
Free plan
-
Runner-up
Trust & Will#2 of 208.2/10Guided, state-specific estate planning with optional attorney support.
Free plan · paid from $199
-
Top-ranked free plan
Legacy Suite#13 of 206.0/10A web-based legacy-giving portal with estate tools, commitments, and campaign integration.
Free plan · pricing on request
Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.
The full ranking 20 tools, best first
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Best forIndividuals creating wills and basic estate documents
Free online estate-document creation for individuals, with a California-only living trust.
9.0/10★★★★☆Visit FreeWill -
Best forIndividuals seeking guided estate planning with attorney
Guided, state-specific estate planning with optional attorney support.
Free plan · paid from $199 Our Trust & Will verdict → Visit Trust & WillFor vendors Sponsor this spot · #2 · $99/mo →8.2/10★★★★☆Visit Trust & Will -
Best forOrganizations needing full planned-gift administration
A broad planned-gift administration offering for organizations managing complex programs.
- Gift administration
- Gift calculators
- Bequest documentation
7.7/10★★★★☆Visit site -
Best forTeams managing bequests through probate
Tracks charitable bequests from intention through probate, distribution and stewardship.
- Bequest documentation
Pricing on request · 90-day trial Our PG Calc Bequest Manager verdict → Visit PG CalcFor vendors Sponsor this spot · #4 · $69/mo →7.4/10★★★★☆Visit PG Calc -
Best forOrganizations administering life-income gifts
A flexible administration system for organizations managing complex planned gifts.
- Gift administration
- Bequest documentation
7.1/10★★★★☆Contact PG Calc -
Best forTeams managing legacy gifts from inquiry to completion
A cloud-based system for managing legacy gifts from inquiry through administration.
- Bequest documentation
6.9/10★★★☆☆Request a demo -
Best forOrganizations focused on bequest tracking and stewardship
A focused system for recording bequests, estate details, communications, and income.
- Bequest documentation
6.8/10★★★☆☆Contact FirstClass -
Best forNonprofits pairing legacy giving with donor estate tools
Pairs supporter estate documents with legacy-intention tracking and donor stewardship.
- Bequest documentation
6.6/10★★★☆☆Visit Giving Docs -
Best forAdvisors creating planned-gift proposals and illustrations
Broad planned-gift illustration coverage, but no gift administration.
- Gift calculators
- Bequest documentation
6.6/10★★★☆☆Visit CresPro -
Best forTeams administering charitable gift annuities
A focused desktop tool for tracking annuities, payments, reserves and tax filings.
- Gift administration
6.2/10★★★☆☆Try Crescendo Admin -
Best forFundraisers calculating and illustrating planned gifts
A calculation and illustration suite for fundraisers preparing planned-gift proposals.
- Gift calculators
6.2/10★★★☆☆Visit PG Calc -
Best forNonprofits building donor-facing planned-giving programs
A donor-engagement suite for nonprofits, not a gift-administration system.
- Gift calculators
- Bequest documentation
6.2/10★★★☆☆Visit Crescendo -
Best forOrganizations wanting a free donor legacy portal
A web-based legacy-giving portal with estate tools, commitments, and campaign integration.
- Bequest documentation
6.0/10★★★☆☆Visit Legacy Suite -
Best forTeams combining will planning with CRM-based outreach
A donor will-planning service with CRM outreach tools, but no gift administration.
- Bequest documentation
5.9/10★★★☆☆Visit LegacyPlanner -
Best forCharities building legacy-gift programs and Will campaigns
Legacy-gift management and donor Will creation, with a free donor-facing Will service.
- Bequest documentation
5.9/10★★★☆☆Visit Willfora -
Best forExisting Raiser’s Edge NXT users needing broad fundraising
Broad fundraising and donor management with planned giving as one part of a larger platform.
5.8/10★★★☆☆Visit Blackbaud -
Best forEstablished nonprofits building a planned-giving website
A vendor-managed donor education website, not a gift-administration platform.
- Bequest documentation
5.7/10★★★☆☆Visit site -
Best forOrganizations building a planned-giving program from scratch
A guided planned-giving program package with website, outreach, and donor resources.
- Bequest documentation
5.6/10★★★☆☆Visit LegacyCenter -
Best forCanadian teams creating gift illustrations on a budget
A Canadian-focused calculator for creating personalized outright and life-insurance gift proposals.
- Gift calculators
5.5/10★★★☆☆Visit PhilanthroPlan -
Best forCharities seeking solicitor referrals for gifts in wills
A referral workflow for charities connecting supporters with participating estate solicitors.
- Bequest documentation
5.5/10★★★☆☆Contact Sam Devlin
No tools match those filters.
Compare at a glance
| # | Tool | Free plan | Paid from | Gift types supported | Bequest documentation | Gift calculators | Gift administration | Score |
|---|---|---|---|---|---|---|---|---|
| 1 | FreeWill | Yes | None | — | — | — | — | 9.0 |
| 2 | Trust & Will | Yes | — | — | — | — | — | 8.2 |
| 3 | Foundation Source Planned Giving | — | — | charitable remainder trusts, charitable lead trusts, gift annuities, bequests | Yes | Yes | Yes | 7.7 |
| 4 | PG Calc Bequest Manager | No | — | will, revocable living trust, beneficiary designation | Yes | No | — | 7.4 |
| 5 | PG Calc GiftWrap | No | — | Charitable gift annuities; charitable remainder trusts; pooled income funds; bequests | Yes | No | Yes | 7.1 |
| 6 | Gifted Legacies | — | — | — | Yes | No | — | 6.9 |
| 7 | FirstClass | — | — | Bequests (Gifts in Wills); cash, property, investments | Yes | — | — | 6.8 |
| 8 | Giving Docs | No | — | Wills, charitable bequests, codicils, beneficiary designations, donor-advised fund grants, stock gifts, qualified charitable distributions | Yes | — | — | 6.6 |
| 9 | CresPro | No | — | Bequests; charitable gift annuities; charitable remainder and lead trusts; unitrusts; pooled income funds; life estates; IRA gifts; donor-advised funds; bargain sales; blended gifts | Yes | Yes | No | 6.6 |
| 10 | Crescendo Admin | No | — | immediate, deferred, flexible and term-of-years charitable gift annuities | — | — | Yes | 6.2 |
| 11 | PG Calc Planned Giving Manager | No | — | Charitable gift annuities, charitable trusts, and other planned gifts | — | Yes | — | 6.2 |
| 12 | Crescendo Interactive GiftLegacy | No | — | Bequests; charitable gift annuities; charitable remainder trusts; donor-advised funds; IRA charitable rollovers; beneficiary-designation gifts | Yes | Yes | No | 6.2 |
| 13 | Legacy Suite | Yes | — | bequests; endowment gifts; restricted funds; faith-based contributions | Yes | — | — | 6.0 |
| 14 | LegacyPlanner | No | — | Bequests; QCDs; cryptocurrency; stocks; donor-advised funds; charitable remainder trusts; gift annuities; beneficiary designations | Yes | — | No | 5.9 |
| 15 | Willfora Legacy Giving Platform | Yes | — | cash gifts, residual gifts, property gifts | Yes | — | — | 5.9 |
| 16 | Blackbaud Raiser’s Edge NXT | — | — | — | — | — | — | 5.8 |
| 17 | LegacyPro Planned Giving Website | No | — | Beneficiary designations; life income gifts; gifts that protect assets | Yes | — | No | 5.7 |
| 18 | LegacyCenter | No | — | Bequests; retirement-plan beneficiary designations; life-insurance beneficiary designations; other legacy giving opportunities | Yes | — | — | 5.6 |
| 19 | PhilanthroPlan GPC Anywhere | No | — | Outright gifts; life insurance gifts | — | Yes | — | 5.5 |
| 20 | The Planned Giving Platform | No | — | Charitable gifts in wills (bequests) | Yes | No | No | 5.5 |
Head-to-head All 27 comparisons →
- FreeWill vs Foundation Source Planned Giving
- FreeWill vs PG Calc Bequest Manager
- FreeWill vs PG Calc GiftWrap
- FreeWill vs Gifted Legacies
- FreeWill vs FirstClass
- FreeWill vs Giving Docs
- Trust & Will vs Foundation Source Planned Giving
- Trust & Will vs PG Calc Bequest Manager
- Trust & Will vs PG Calc GiftWrap
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How we rank planned giving software
Every tool on this page was researched by iTechGuides Editors from its official website — pricing pages, plan tables and product documentation. We rank on how well each one does this category's core job, what the free or entry plan includes, and where it falls short. Where we have enough verified facts, the score out of 10 is a rubric — job fit, value and how much we could verify — shown with its breakdown on every tool's page; a tool we have not verified enough to score yet shows its rank without a number. Scores are re-checked when a product changes its plans. Read the full editorial policy, or submit a tool we missed.
Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
Last updated · How we research and update