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Head-to-head · Planned Giving Software

Gifted Legacies vs Giving Docs

  • Updated Sep 2026
  • Both researched from official sources
  • 3 checks side by side
Higher score Gifted Legacies #6 in Planned Giving Software 6.9/10 Pricing on request ✓ 1 of 3 features Request a demo
Giving Docs #8 in Planned Giving Software 6.6/10 Pricing on request ✓ 1 of 3 features Visit Giving Docs

Gifted Legacies leads on 0 checks, Giving Docs on 0, and 3 are 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 scoreGifted Legacies · 6.9/10

Gifted Legacies scores higher on our rubric for planned giving software: 6.9 against 6.6 out of 10; our editors rank them #6 and #8.

Gifted Legacies is the better fit for teams managing legacy gifts from inquiry to completion. Giving Docs is the better fit for nonprofits pairing legacy giving with donor estate tools.

  • Gifted Legacies fits best

    Teams managing legacy gifts from inquiry to completion

  • 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 Gifted Legacies 6.9/10 Visit ↗ Giving Docs 6.6/10 Visit ↗
At a glance
Editor score 6.9 6.6
Ranking #6 in Planned Giving Software #8 in Planned Giving Software
Best for Teams managing legacy gifts from inquiry to completion 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
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Gifted Legacies 1/3 · Giving Docs 1/3
Bequest documentation ✓ ✓
Gift calculators — 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
  • Combines legacy marketing with segmented promotional mailings.
  • Automates communications, notifications, tasks and reminders.
  • Tracks legators, executors, gift values and probate-to-completion administration.
  • 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 vendor for a demo.
  • Runs on the web as a cloud deployment.
  • Gift calculators are not included.
  • 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

Gifted Legacies is a cloud-based legacy management system from Westwood Forster for charities and other organisations managing legacy gifts. It brings marketing, communications with pledgers and administration from probate to completion…

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. Gifted LegaciesPlanned Giving Software 6.9Pricing on request
  2. Giving DocsPlanned Giving Software 6.6Pricing on request

Strengths and trade-offs

  • Gifted Legacies — where it wins

    • Combines legacy marketing with segmented promotional mailings.
    • Automates communications, notifications, tasks and reminders.
    • Tracks legators, executors, gift values and probate-to-completion administration.

    Where it doesn't

    • Pricing requires contacting the vendor for a demo.
    • Runs on the web as a cloud deployment.
    • Gift calculators are not included.

  • 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.
  • Gifted Legacies6.9/10 · Pricing on request

    A cloud-based system for managing legacy gifts from inquiry through administration.

    Request a demoFull 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