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Head-to-head · Planned Giving Software

Foundation Source Planned Giving vs PG Calc Bequest Manager

  • 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
PG Calc Bequest Manager #4 in Planned Giving Software 7.4/10 Pricing on request · 90-day trial ✓ 1 of 3 features Visit PG Calc

Foundation Source Planned Giving leads on 2 checks, PG Calc Bequest Manager 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 7.4 out of 10; our editors rank them #3 and #4.

Foundation Source Planned Giving offers gift calculators; PG Calc Bequest Manager doesn't. Foundation Source Planned Giving offers gift administration; PG Calc Bequest Manager doesn't publish it.

Foundation Source Planned Giving is the better fit for organizations needing full planned-gift administration. PG Calc Bequest Manager is the better fit for teams managing bequests through probate.

  • Foundation Source Planned Giving fits best

    Organizations needing full planned-gift administration

  • PG Calc Bequest Manager fits best

    Teams managing bequests through probate

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 ↗ PG Calc Bequest Manager 7.4/10 Visit ↗
At a glance
Editor score 7.7 7.4
Ranking #3 in Planned Giving Software #4 in Planned Giving Software
Best for Organizations needing full planned-gift administration Teams managing bequests through probate
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, Docs
Compliance SOC 2 SOC 2
Built for Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Foundation Source Planned Giving 3/3 · PG Calc Bequest Manager 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 will, revocable living trust, beneficiary designation
CRM integrations Not published PG Calc Planned Giving Manager; PG Calc Mini Manager; PG Calc Gift Annuity Manager; Blackbaud eCRM; Blackbaud Raiser's Edge 7
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.
  • Tracks wills, trusts and beneficiary-designation gifts through distribution
  • Combines estate documents, probate tasks and notifications in one workflow
  • Reports on bequest values, cash flow and pipeline
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 sales
  • No gift calculators
  • The free evaluation account is limited to 90 days
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 →

PG Calc Bequest Manager is web-based software for nonprofit planned-giving programs that need to manage charitable bequests from initial intention through probate and distribution. It records wills, revocable living trusts and beneficiary…

Read the review →
  1. Foundation Source Planned GivingPlanned Giving Software 7.7Pricing on request
  2. PG Calc Bequest ManagerPlanned Giving Software 7.4Pricing on request · 90-day trial

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.

  • PG Calc Bequest Manager — where it wins

    • Tracks wills, trusts and beneficiary-designation gifts through distribution
    • Combines estate documents, probate tasks and notifications in one workflow
    • Reports on bequest values, cash flow and pipeline

    Where it doesn't

    • Pricing requires contacting sales
    • No gift calculators
    • The free evaluation account is limited to 90 days
  • Foundation Source Planned Giving7.7/10 · Pricing on request

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

    Visit siteFull verdict →
  • PG Calc Bequest Manager7.4/10 · Pricing on request · 90-day trial

    Tracks charitable bequests from intention through probate, distribution and stewardship.

    Visit PG CalcFull 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