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Head-to-head · Planned Giving Software

FreeWill vs PG Calc Bequest Manager

  • Updated Sep 2026
  • Both researched from official sources
  • 3 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
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

FreeWill leads on 1 check, PG Calc Bequest Manager on 1, 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 scoreFreeWill · 9.0/10
  • Free planonly FreeWill
  • Most featuresPG Calc Bequest Manager · 1 of 3

FreeWill scores higher on our rubric for planned giving software: 9.0 against 7.4 out of 10; our editors rank them #1 and #4.

FreeWill offers free plan; PG Calc Bequest Manager doesn't. PG Calc Bequest Manager offers bequest documentation; FreeWill doesn't publish it.

FreeWill is the better fit for individuals creating wills and basic estate documents. PG Calc Bequest Manager is the better fit for teams managing bequests through probate.

  • FreeWill fits best

    Individuals creating wills and basic estate documents

  • 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 FreeWill 9.0/10 Visit ↗ PG Calc Bequest Manager 7.4/10 Visit ↗
At a glance
Editor score 9.0 7.4
Ranking #1 in Planned Giving Software #4 in Planned Giving Software
Best for Individuals creating wills and basic estate documents Teams managing bequests through probate
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, Docs
Compliance SOC 2 SOC 2
Built for Solo Small business, Mid-market, Enterprise
Features FreeWill 0/3 · PG Calc Bequest Manager 1/3
Bequest documentation Not published ✓ (best)
Gift calculators Not published —
Gift administration Not published Not published
Specs
Gift types supported Not published 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
  • 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
  • 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
  • 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 sales
  • No gift calculators
  • The free evaluation account is limited to 90 days
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 →

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. FreeWillPlanned Giving Software 9.0Free plan
  2. PG Calc Bequest ManagerPlanned Giving Software 7.4Pricing on request · 90-day trial

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

  • 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
  • FreeWill9.0/10 · Free plan

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

    Visit FreeWillFull 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