Trust & Will vs Foundation Source Planned Giving

Trust & Will8.2Visit FSFoundation Source Planned Giving7.7Visit

Higher score Trust & Will #2 in Planned Giving Software 8.2/10 Free plan · paid from $199 Free plan✓ 0 of 3 features Visit Trust & Will

vs

FS Foundation Source Planned Giving #3 in Planned Giving Software 7.7/10 Pricing on request ✓ 3 of 3 features Visit site

• Trust & Will fits best

  Individuals seeking guided estate planning with attorney

• Foundation Source Planned Giving fits best

  Organizations needing full planned-gift administration

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Side by side

Feature	Trust & Will 8.2/10 Visit ↗	FSFoundation Source Planned Giving 7.7/10 Visit ↗
At a glance
Editor score	8.2	7.7
Ranking	#2 in Planned Giving Software	#3 in Planned Giving Software
Best for	Individuals seeking guided estate planning with attorney	Organizations needing full planned-gift administration
Pricing model	Free plan + paid	Paid
Starting price	Not published	Not published
Free plan	✓ (best)	Not published
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email, Live chat, Phone, Tickets, Community, Docs	Email, Phone
Compliance	SOC 2, HIPAA	SOC 2
Built for	Solo, Small business	Mid-market, Enterprise
Features Trust & Will 0/3 · Foundation Source Planned Giving 3/3
Bequest documentation	Not published	✓ (best)
Gift calculators	Not published	✓ (best)
Gift administration	Not published	✓ (best)
Specs
Gift types supported	Not published	charitable remainder trusts, charitable lead trusts, gift annuities, bequests
CRM integrations	Not published	Not published
Our review
Pros	State-specific wills and trusts with healthcare documents included One-time plans cover wills, trusts, powers of attorney, and directives Optional attorney access, Digital Safe storage, and document shipping	Combines gift calculations, illustrations, proposals and agreements. Supports administration and compliance for life-income gifts. Covers bequests, endowment sub-accounting and gift annuity services.
Cons	Trust plans are unavailable in Louisiana Services are limited to U.S. residents Designed for individuals and families, not nonprofit gift management	Pricing requires contacting the company. Its stated company-size fit is mid-market and enterprise. Support channels are email and phone.
Our verdict	Trust & Will is a web-based estate-planning service for U.S. individuals and families. It guides users through state-specific wills and revocable living trusts, with related healthcare and power-of-attorney documents in its core plans.… Read the review →	Foundation Source Planned Giving brings software and services for organizations administering planned-gift programs. Offered through Foundation Source’s PG Calc division, it is positioned for nonprofits, financial institutions, advisors… Read the review →

Strengths and trade-offs

• Trust & Will — where it wins

  • State-specific wills and trusts with healthcare documents included
  • One-time plans cover wills, trusts, powers of attorney, and directives
  • Optional attorney access, Digital Safe storage, and document shipping

  Where it doesn't

  • Trust plans are unavailable in Louisiana
  • Services are limited to U.S. residents
  • Designed for individuals and families, not nonprofit gift management

• Foundation Source Planned Giving — where it wins

  • Combines gift calculations, illustrations, proposals and agreements.
  • Supports administration and compliance for life-income gifts.
  • Covers bequests, endowment sub-accounting and gift annuity services.

  Where it doesn't

  • Pricing requires contacting the company.
  • Its stated company-size fit is mid-market and enterprise.
  • Support channels are email and phone.

• Trust & Will8.2/10 · Free plan · paid from $199

  Guided, state-specific estate planning with optional attorney support.

  Visit Trust & WillFull verdict →
• FSFoundation Source Planned Giving7.7/10 · Pricing on request

  A broad planned-gift administration offering for organizations managing complex programs.

  Visit siteFull verdict →