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Head-to-head · Planned Giving Software

Foundation Source Planned Giving vs Giving Docs

  • Updated Sep 2026
  • Both researched from official sources
  • 4 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
Giving Docs #8 in Planned Giving Software 6.6/10 Pricing on request ✓ 1 of 3 features Visit Giving Docs

Foundation Source Planned Giving leads on 2 checks, Giving Docs on 0, and 2 are even. Who comes out ahead on the 4 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 6.6 out of 10; our editors rank them #3 and #8.

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

Foundation Source Planned Giving is the better fit for organizations needing full planned-gift administration. Giving Docs is the better fit for nonprofits pairing legacy giving with donor estate tools.

  • Foundation Source Planned Giving fits best

    Organizations needing full planned-gift administration

  • Giving Docs fits best

    Nonprofits pairing legacy giving with donor estate tools

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 ↗ Giving Docs 6.6/10 Visit ↗
At a glance
Editor score 7.7 6.6
Ranking #3 in Planned Giving Software #8 in Planned Giving Software
Best for Organizations needing full planned-gift administration Nonprofits pairing legacy giving with donor estate tools
Pricing model Paid Paid
Starting price Not published Not published
Free plan Not published —
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Email, Phone Email, Phone
Compliance SOC 2 SOC 2
Built for Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Foundation Source Planned Giving 3/3 · Giving Docs 1/3
Bequest documentation ✓ ✓
Gift calculators ✓ (best) Not published
Gift administration ✓ (best) Not published
Specs
Gift types supported charitable remainder trusts, charitable lead trusts, gift annuities, bequests Wills, charitable bequests, codicils, beneficiary designations, donor-advised fund grants, stock gifts, qualified charitable distributions
CRM integrations Not published Salesforce, Neon CRM, Blackbaud, Neon One, Virtuous
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.
  • Branded portal offers wills, codicils and other estate documents to supporters.
  • Tracks disclosed legacy intentions with engagement insights and reporting.
  • Connects donor data with Salesforce, Blackbaud and other CRM systems.
Cons
  • Pricing requires contacting the company.
  • Its stated company-size fit is mid-market and enterprise.
  • Support channels are email and phone.
  • Nonprofit pricing is quote-based and varies with planned-giving list size.
  • Trust creation is limited to California residents.
  • Does not list gift administration or gift calculations.
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 →

Giving Docs combines online estate-planning tools for supporters with planned-giving tracking and stewardship tools for nonprofit teams. Organizations can offer an invitation-based, custom-branded portal where supporters create wills,…

Read the review →
  1. Foundation Source Planned GivingPlanned Giving Software 7.7Pricing on request
  2. Giving DocsPlanned Giving Software 6.6Pricing 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.

  • Giving Docs — where it wins

    • Branded portal offers wills, codicils and other estate documents to supporters.
    • Tracks disclosed legacy intentions with engagement insights and reporting.
    • Connects donor data with Salesforce, Blackbaud and other CRM systems.

    Where it doesn't

    • Nonprofit pricing is quote-based and varies with planned-giving list size.
    • Trust creation is limited to California residents.
    • Does not list gift administration or gift calculations.
  • Foundation Source Planned Giving7.7/10 · Pricing on request

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

    Visit siteFull verdict →
  • Giving Docs6.6/10 · Pricing on request

    Pairs supporter estate documents with legacy-intention tracking and donor stewardship.

    Visit Giving DocsFull 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