Foundation Source Planned Giving
Foundation Source Planned Giving: A broad planned-gift administration offering for organizations managing complex programs. Ranked #3 of 20 in Planned Giving Software by our editors (7.7/10); pricing: Pricing on request; best for organizations needing full planned-gift administration.
At a glance
- Editor score7.7 / 10
- PricingPricing on request
- Best forOrganizations needing full planned-gift administration
- Bequest documentationYes
- Founded2000 · Fairfield, Connecticut, United States
- Facts checked28 Sep 2026
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.
Our verdict on Foundation Source Planned Giving
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 and other organizations handling planned gifts. The scope covers charitable remainder trusts, charitable lead trusts, gift annuities and bequests, with tools for illustrations, gift administration, compliance and reporting. Its broad remit suits teams that need to manage gifts beyond the initial proposal, while organizations seeking a narrowly focused calculator may find the offering broader than necessary.
The operational coverage is a central consideration. The product includes gift calculations and illustrations, proposal and agreement creation, life-income gift administration and compliance, bequest management and reporting, and endowment sub-accounting. IRS calculations are included for charitable remainder and lead trusts. Gift annuity services, consulting, marketing and outsourced administration are also part of the offering. This combination may fit organizations that want technology alongside program services; teams looking only for a calculation tool may not need the wider administrative scope.
The published pricing model is contact sales, so an organization must speak with the company to discuss pricing. The deployment is cloud-based, with web and API platforms, and support is available by email and phone. Foundation Source lists SOC 2 compliance. These details may help buyers evaluate fit, but organizations that require public plan pricing or different deployment or support arrangements may prefer to compare alternatives. Overall, it is suited to mid-market and enterprise organizations needing administration across trusts, annuities and bequests; smaller programs with simpler needs should assess whether they need its breadth and services.
Foundation Source Planned Giving pricing
Foundation Source Planned Giving fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Gift types supported | charitable remainder trusts, charitable lead trusts, gift annuities, bequests |
| Bequest documentation | Yes |
| Gift calculators | Yes |
| Gift administration | Yes |
| CRM integrations | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | Email, Phone |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Pricing | Pricing on request |
| Website | foundationsource.com |
| Facts checked | 28 Sep 2026 |
Alternatives to Foundation Source Planned Giving
- FreeWillFree online estate-document creation for individuals, with a California-only living trust.9.0
- Trust & WillGuided, state-specific estate planning with optional attorney support.8.2
- PG Calc Bequest ManagerTracks charitable bequests from intention through probate, distribution and stewardship.7.4
See all Foundation Source Planned Giving alternatives →
Foundation Source Planned Giving vs the competition
- Foundation Source Planned Giving vs FreeWill
- Foundation Source Planned Giving vs Trust & Will
- Foundation Source Planned Giving vs PG Calc Bequest Manager
- Foundation Source Planned Giving vs PG Calc GiftWrap
- Foundation Source Planned Giving vs Gifted Legacies
- Foundation Source Planned Giving vs FirstClass
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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