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Head-to-head · Planned Giving Software

Foundation Source Planned Giving vs Gifted Legacies

  • Updated Sep 2026
  • Both researched from official sources
  • 3 checks side by side
Higher score Foundation Source Planned Giving #3 in Planned Giving Software 7.7/10 Pricing on request ✓ 3 of 3 features Visit site
Gifted Legacies #6 in Planned Giving Software 6.9/10 Pricing on request ✓ 1 of 3 features Request a demo

Foundation Source Planned Giving leads on 2 checks, Gifted Legacies on 0, and 1 is even. Who comes out ahead on the 3 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFoundation Source Planned Giving · 7.7/10
  • Most featuresFoundation Source Planned Giving · 3 of 3

Foundation Source Planned Giving scores higher on our rubric for planned giving software: 7.7 against 6.9 out of 10; our editors rank them #3 and #6.

Foundation Source Planned Giving offers gift calculators; Gifted Legacies doesn't. Foundation Source Planned Giving offers gift administration; Gifted Legacies doesn't publish it.

Foundation Source Planned Giving is the better fit for organizations needing full planned-gift administration. Gifted Legacies is the better fit for teams managing legacy gifts from inquiry to completion.

  • Foundation Source Planned Giving fits best

    Organizations needing full planned-gift administration

  • Gifted Legacies fits best

    Teams managing legacy gifts from inquiry to completion

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature Foundation Source Planned Giving 7.7/10 Visit ↗ Gifted Legacies 6.9/10 Visit ↗
At a glance
Editor score 7.7 6.9
Ranking #3 in Planned Giving Software #6 in Planned Giving Software
Best for Organizations needing full planned-gift administration Teams managing legacy gifts from inquiry to completion
Pricing model Paid Paid
Starting price Not published Not published
Free plan Not published Not published
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Email, Phone Email, Phone
Built for Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Foundation Source Planned Giving 3/3 · Gifted Legacies 1/3
Bequest documentation ✓ ✓
Gift calculators ✓ (best) —
Gift administration ✓ (best) Not published
Specs
Gift types supported charitable remainder trusts, charitable lead trusts, gift annuities, bequests Not published
CRM integrations Not published Not published
Our review
Pros
  • Combines gift calculations, illustrations, proposals and agreements.
  • Supports administration and compliance for life-income gifts.
  • Covers bequests, endowment sub-accounting and gift annuity services.
  • Combines legacy marketing with segmented promotional mailings.
  • Automates communications, notifications, tasks and reminders.
  • Tracks legators, executors, gift values and probate-to-completion administration.
Cons
  • Pricing requires contacting the company.
  • Its stated company-size fit is mid-market and enterprise.
  • Support channels are email and phone.
  • Pricing requires contacting the vendor for a demo.
  • Runs on the web as a cloud deployment.
  • Gift calculators are not included.
Our verdict

Foundation Source Planned Giving brings software and services for organizations administering planned-gift programs. Offered through Foundation Source’s PG Calc division, it is positioned for nonprofits, financial institutions, advisors…

Read the review →

Gifted Legacies is a cloud-based legacy management system from Westwood Forster for charities and other organisations managing legacy gifts. It brings marketing, communications with pledgers and administration from probate to completion…

Read the review →
  1. Foundation Source Planned GivingPlanned Giving Software 7.7Pricing on request
  2. Gifted LegaciesPlanned Giving Software 6.9Pricing on request

Strengths and trade-offs

  • Foundation Source Planned Giving — where it wins

    • Combines gift calculations, illustrations, proposals and agreements.
    • Supports administration and compliance for life-income gifts.
    • Covers bequests, endowment sub-accounting and gift annuity services.

    Where it doesn't

    • Pricing requires contacting the company.
    • Its stated company-size fit is mid-market and enterprise.
    • Support channels are email and phone.

  • Gifted Legacies — where it wins

    • Combines legacy marketing with segmented promotional mailings.
    • Automates communications, notifications, tasks and reminders.
    • Tracks legators, executors, gift values and probate-to-completion administration.

    Where it doesn't

    • Pricing requires contacting the vendor for a demo.
    • Runs on the web as a cloud deployment.
    • Gift calculators are not included.
  • Foundation Source Planned Giving7.7/10 · Pricing on request

    A broad planned-gift administration offering for organizations managing complex programs.

    Visit siteFull verdict →
  • Gifted Legacies6.9/10 · Pricing on request

    A cloud-based system for managing legacy gifts from inquiry through administration.

    Request a demoFull verdict →

More comparisons

All planned giving software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update