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Head-to-head · Planned Giving Software

FreeWill vs Foundation Source Planned Giving

  • Updated Sep 2026
  • Both researched from official sources
  • 4 checks side by side
Higher score FreeWill #1 in Planned Giving Software 9.0/10 Free plan Free plan✓ 0 of 3 features Visit FreeWill
Foundation Source Planned Giving #3 in Planned Giving Software 7.7/10 Pricing on request ✓ 3 of 3 features Visit site

FreeWill leads on 1 check, Foundation Source Planned Giving on 3, and 0 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 scoreFreeWill · 9.0/10
  • Free planonly FreeWill
  • Most featuresFoundation Source Planned Giving · 3 of 3

FreeWill scores higher on our rubric for planned giving software: 9.0 against 7.7 out of 10; our editors rank them #1 and #3.

FreeWill offers free plan; Foundation Source Planned Giving doesn't publish it. Foundation Source Planned Giving offers bequest documentation; FreeWill doesn't publish it. Foundation Source Planned Giving offers gift calculators; FreeWill doesn't publish it. Foundation Source Planned Giving offers gift administration; FreeWill doesn't publish it.

FreeWill is the better fit for individuals creating wills and basic estate documents. Foundation Source Planned Giving is the better fit for organizations needing full planned-gift administration.

  • FreeWill fits best

    Individuals creating wills and basic estate documents

  • Foundation Source Planned Giving fits best

    Organizations needing full planned-gift administration

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

Side by side

Feature FreeWill 9.0/10 Visit ↗ Foundation Source Planned Giving 7.7/10 Visit ↗
At a glance
Editor score 9.0 7.7
Ranking #1 in Planned Giving Software #3 in Planned Giving Software
Best for Individuals creating wills and basic estate documents Organizations needing full planned-gift administration
Pricing model Free Paid
Starting price Not published Not published
Free plan ✓ (best) Not published
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Email, Docs Email, Phone
Compliance SOC 2 SOC 2
Built for Solo Mid-market, Enterprise
Features FreeWill 0/3 · Foundation Source Planned Giving 3/3
Bequest documentation Not published ✓ (best)
Gift calculators Not published ✓ (best)
Gift administration Not published ✓ (best)
Specs
Gift types supported Not published charitable remainder trusts, charitable lead trusts, gift annuities, bequests
CRM integrations Not published Not published
Our review
Pros
  • Creates wills, healthcare directives, and financial powers of attorney online
  • Includes beneficiary planning and unlimited free document edits
  • Provides state-specific signing and witnessing instructions
  • Combines gift calculations, illustrations, proposals and agreements.
  • Supports administration and compliance for life-income gifts.
  • Covers bequests, endowment sub-accounting and gift annuity services.
Cons
  • Revocable living trust creation is limited to California residents
  • Documents are downloaded or printed, not stored as maintained copies
  • Focused on individual estate planning, not nonprofit gift-program administration
  • Pricing requires contacting the company.
  • Its stated company-size fit is mid-market and enterprise.
  • Support channels are email and phone.
Our verdict

FreeWill is a web-based self-help service for individuals creating estate-planning documents. It supports online creation of a last will and testament, an advance healthcare directive, and a durable financial power of attorney. Users can…

Read the review →

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 →
  1. FreeWillPlanned Giving Software 9.0Free plan
  2. Foundation Source Planned GivingPlanned Giving Software 7.7Pricing on request

Strengths and trade-offs

  • FreeWill — where it wins

    • Creates wills, healthcare directives, and financial powers of attorney online
    • Includes beneficiary planning and unlimited free document edits
    • Provides state-specific signing and witnessing instructions

    Where it doesn't

    • Revocable living trust creation is limited to California residents
    • Documents are downloaded or printed, not stored as maintained copies
    • Focused on individual estate planning, not nonprofit gift-program administration

  • 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.
  • FreeWill9.0/10 · Free plan

    Free online estate-document creation for individuals, with a California-only living trust.

    Visit FreeWillFull verdict →
  • Foundation Source Planned Giving7.7/10 · Pricing on request

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

    Visit siteFull 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