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Head-to-head · Planned Giving Software

PG Calc GiftWrap vs Giving Docs

  • Updated Sep 2026
  • Both researched from official sources
  • 4 checks side by side
Higher score PG Calc GiftWrap #5 in Planned Giving Software 7.1/10 Pricing on request ✓ 2 of 3 features Contact PG Calc
Giving Docs #8 in Planned Giving Software 6.6/10 Pricing on request ✓ 1 of 3 features Visit Giving Docs

PG Calc GiftWrap leads on 1 check, Giving Docs on 0, and 3 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 scorePG Calc GiftWrap · 7.1/10
  • Most featuresPG Calc GiftWrap · 2 of 3

PG Calc GiftWrap scores higher on our rubric for planned giving software: 7.1 against 6.6 out of 10; our editors rank them #5 and #8.

PG Calc GiftWrap offers gift administration; Giving Docs doesn't publish it.

PG Calc GiftWrap is the better fit for organizations administering life-income gifts. Giving Docs is the better fit for nonprofits pairing legacy giving with donor estate tools.

  • PG Calc GiftWrap fits best

    Organizations administering life-income gifts

  • 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 GiftWrap 7.1/10 Visit ↗ Giving Docs 6.6/10 Visit ↗
At a glance
Editor score 7.1 6.6
Ranking #5 in Planned Giving Software #8 in Planned Giving Software
Best for Organizations administering life-income gifts Nonprofits pairing legacy giving with donor estate tools
Pricing model Paid Paid
Starting price Not published Not published
Free plan — —
Free trial — —
Deployment Cloud, Self-hosted Cloud
Platforms Web, Windows Web
Support Email, Phone, Docs Email, Phone
Compliance 2FA SOC 2
Integrations 2 integrations 5 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features PG Calc GiftWrap 2/3 · Giving Docs 1/3
Bequest documentation ✓ ✓
Gift calculators — Not published
Gift administration ✓ (best) Not published
Specs
Gift types supported Charitable gift annuities; charitable remainder trusts; pooled income funds; bequests Wills, charitable bequests, codicils, beneficiary designations, donor-advised fund grants, stock gifts, qualified charitable distributions
CRM integrations PG Calc Planned Giving Manager (PGM); PG Calc Mini Manager Salesforce, Neon CRM, Blackbaud, Neon One, Virtuous
Our review
Pros
  • Calculates FASB liabilities, reserves, market values, and gift remainders
  • Optional modules handle payments, tax forms, workflow, pooled funds, and bequests
  • Cloud or self-hosted deployment supports different IT operating models
  • 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
  • Contact-sales pricing gives no immediate self-serve purchase path
  • Payments, workflow, pooled funds, and bequests require optional modules
  • No built-in gift calculators or AI features
  • 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 GiftWrap is planned-gift administration software for charitable organizations responsible for managing gift annuities, charitable remainder trusts, pooled income funds, and bequests. It tracks planned gifts, donors, and related…

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 GiftWrapPlanned Giving Software 7.1Pricing on request
  2. Giving DocsPlanned Giving Software 6.6Pricing on request

Strengths and trade-offs

  • PG Calc GiftWrap — where it wins

    • Calculates FASB liabilities, reserves, market values, and gift remainders
    • Optional modules handle payments, tax forms, workflow, pooled funds, and bequests
    • Cloud or self-hosted deployment supports different IT operating models

    Where it doesn't

    • Contact-sales pricing gives no immediate self-serve purchase path
    • Payments, workflow, pooled funds, and bequests require optional modules
    • No built-in gift calculators or AI features

  • 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 GiftWrap7.1/10 · Pricing on request

    A flexible administration system for organizations managing complex planned gifts.

    Contact 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