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Head-to-head · Planned Giving Software

FreeWill vs Giving Docs

  • Updated Sep 2026
  • Both researched from official sources
  • 2 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
Giving Docs #8 in Planned Giving Software 6.6/10 Pricing on request ✓ 1 of 3 features Visit Giving Docs

FreeWill leads on 1 check, Giving Docs on 1, and 0 are even. Who comes out ahead on the 2 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 featuresGiving Docs · 1 of 3

FreeWill scores higher on our rubric for planned giving software: 9.0 against 6.6 out of 10; our editors rank them #1 and #8.

FreeWill offers free plan; Giving Docs doesn't. Giving Docs offers bequest documentation; FreeWill doesn't publish it.

FreeWill is the better fit for individuals creating wills and basic estate documents. Giving Docs is the better fit for nonprofits pairing legacy giving with donor estate tools.

  • FreeWill fits best

    Individuals creating wills and basic estate documents

  • 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 FreeWill 9.0/10 Visit ↗ Giving Docs 6.6/10 Visit ↗
At a glance
Editor score 9.0 6.6
Ranking #1 in Planned Giving Software #8 in Planned Giving Software
Best for Individuals creating wills and basic estate documents Nonprofits pairing legacy giving with donor estate tools
Pricing model Free Paid
Starting price Not published Not published
Free plan ✓ (best) —
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Email, Docs Email, Phone
Compliance SOC 2 SOC 2
Built for Solo Small business, Mid-market, Enterprise
Features FreeWill 0/3 · Giving Docs 1/3
Bequest documentation Not published ✓ (best)
Gift calculators Not published Not published
Gift administration Not published Not published
Specs
Gift types supported Not published 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
  • 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
  • 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
  • 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
  • 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

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 →

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. FreeWillPlanned Giving Software 9.0Free plan
  2. Giving DocsPlanned Giving Software 6.6Pricing 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

  • 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.

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