Trust & Will vs PG Calc GiftWrap

Trust & Will8.2Visit PCPG Calc GiftWrap7.1Visit

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

PC PG Calc GiftWrap #5 in Planned Giving Software 7.1/10 Pricing on request ✓ 2 of 3 features Contact PG Calc

• Trust & Will fits best

  Individuals seeking guided estate planning with attorney

• PG Calc GiftWrap fits best

  Organizations administering life-income gifts

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Side by side

Feature	Trust & Will 8.2/10 Visit ↗	PCPG Calc GiftWrap 7.1/10 Visit ↗
At a glance
Editor score	8.2	7.1
Ranking	#2 in Planned Giving Software	#5 in Planned Giving Software
Best for	Individuals seeking guided estate planning with attorney	Organizations administering life-income gifts
Pricing model	Free plan + paid	Paid
Starting price	Not published	Not published
Free plan	✓ (best)	—
Free trial	—	—
Deployment	Cloud	Cloud, Self-hosted
Platforms	Web	Web, Windows
Support	Email, Live chat, Phone, Tickets, Community, Docs	Email, Phone, Docs
Compliance	SOC 2, HIPAA	2FA
Built for	Solo, Small business	Small business, Mid-market, Enterprise
Features Trust & Will 0/3 · PG Calc GiftWrap 2/3
Bequest documentation	Not published	✓ (best)
Gift calculators	Not published	—
Gift administration	Not published	✓ (best)
Specs
Gift types supported	Not published	Charitable gift annuities; charitable remainder trusts; pooled income funds; bequests
CRM integrations	Not published	PG Calc Planned Giving Manager (PGM); PG Calc Mini Manager
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	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
Cons	Trust plans are unavailable in Louisiana Services are limited to U.S. residents Designed for individuals and families, not nonprofit gift management	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
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 →	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 →

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

• 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

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

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

  Visit Trust & WillFull verdict →
• PCPG Calc GiftWrap7.1/10 · Pricing on request

  A flexible administration system for organizations managing complex planned gifts.

  Contact PG CalcFull verdict →