Suggestions appear as you type. Use the up and down arrows to choose one and Enter to open it.

This page's audience real numbers from our own analytics — open to see them
–Visitors
–Page views
–Clicks to vendors
–Time on page
–Reading now
Clicks to vendors, by tool
  • –
Top countries
  • –
Devices
  • –

– · counted by iTechGuides's own first-party analytics, bots removed, every figure rounded down · how we count

Head-to-head · Planned Giving Software

PG Calc Bequest Manager vs Giving Docs

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

PG Calc Bequest Manager 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 scorePG Calc Bequest Manager · 7.4/10

PG Calc Bequest Manager scores higher on our rubric for planned giving software: 7.4 against 6.6 out of 10; our editors rank them #4 and #8.

PG Calc Bequest Manager is the better fit for teams managing bequests through probate. Giving Docs is the better fit for nonprofits pairing legacy giving with donor estate tools.

  • PG Calc Bequest Manager fits best

    Teams managing bequests through probate

  • 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 PG Calc Bequest Manager 7.4/10 Visit ↗ Giving Docs 6.6/10 Visit ↗
At a glance
Editor score 7.4 6.6
Ranking #4 in Planned Giving Software #8 in Planned Giving Software
Best for Teams managing bequests through probate Nonprofits pairing legacy giving with donor estate tools
Pricing model Paid Paid
Starting price Not published Not published
Free plan — —
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Email, Phone, Docs Email, Phone
Compliance SOC 2 SOC 2
Integrations 5 integrations 5 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features PG Calc Bequest Manager 1/3 · Giving Docs 1/3
Bequest documentation ✓ ✓
Gift calculators — Not published
Gift administration Not published Not published
Specs
Gift types supported will, revocable living trust, beneficiary designation Wills, charitable bequests, codicils, beneficiary designations, donor-advised fund grants, stock gifts, qualified charitable distributions
CRM integrations PG Calc Planned Giving Manager; PG Calc Mini Manager; PG Calc Gift Annuity Manager; Blackbaud eCRM; Blackbaud Raiser's Edge 7 Salesforce, Neon CRM, Blackbaud, Neon One, Virtuous
Our review
Pros
  • 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
  • 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 sales
  • No gift calculators
  • The free evaluation account is limited to 90 days
  • 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

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 →

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. PG Calc Bequest ManagerPlanned Giving Software 7.4Pricing on request · 90-day trial
  2. Giving DocsPlanned Giving Software 6.6Pricing on request

Strengths and trade-offs

  • 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

  • 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.
  • 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 →
  • 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