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Head-to-head · Planned Giving Software

Trust & Will vs Giving Docs

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

Trust & Will leads on 1 check, Giving Docs on 1, and 0 are even. Who comes out ahead on the 2 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreTrust & Will · 8.2/10
  • Free planonly Trust & Will
  • Most featuresGiving Docs · 1 of 3

Trust & Will scores higher on our rubric for planned giving software: 8.2 against 6.6 out of 10; our editors rank them #2 and #8.

Trust & Will offers free plan; Giving Docs doesn't. Giving Docs offers bequest documentation; Trust & Will doesn't publish it.

Trust & Will is the better fit for individuals seeking guided estate planning with attorney. Giving Docs is the better fit for nonprofits pairing legacy giving with donor estate tools.

  • Trust & Will fits best

    Individuals seeking guided estate planning with attorney

  • 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 Trust & Will 8.2/10 Visit ↗ Giving Docs 6.6/10 Visit ↗
At a glance
Editor score 8.2 6.6
Ranking #2 in Planned Giving Software #8 in Planned Giving Software
Best for Individuals seeking guided estate planning with attorney Nonprofits pairing legacy giving with donor estate tools
Pricing model Free plan + paid Paid
Starting price Not published Not published
Free plan ✓ (best) —
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 Small business, Mid-market, Enterprise
Features Trust & Will 0/3 · Giving Docs 1/3
Bequest documentation Not published ✓ (best)
Gift calculators Not published 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
  • 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
  • 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
  • Trust plans are unavailable in Louisiana
  • Services are limited to U.S. residents
  • Designed for individuals and families, not nonprofit gift management
  • 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

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 →

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. Trust & WillPlanned Giving Software 8.2Free plan · paid from $199
  2. Giving DocsPlanned Giving Software 6.6Pricing on request

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

  • 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.

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