Best Foundation Source Planned Giving Alternatives in 2026
The top Foundation Source Planned Giving alternatives are FreeWill, Trust & Will and PG Calc Bequest Manager: 15 planned giving software our editors would look at instead of Foundation Source Planned Giving, in our ranking order.
Foundation Source Planned Giving: A broad planned-gift administration offering for organizations managing complex programs. Where it falls short: pricing requires contacting the company..
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Best forIndividuals creating wills and basic estate documents
Free online estate-document creation for individuals, with a California-only living trust.
9.0/10★★★★☆Visit FreeWill -
Best forIndividuals seeking guided estate planning with attorney
Guided, state-specific estate planning with optional attorney support.
8.2/10★★★★☆Visit Trust & Will -
Best forTeams managing bequests through probate
Tracks charitable bequests from intention through probate, distribution and stewardship.
- Bequest documentation
7.4/10★★★★☆Visit PG Calc -
Best forOrganizations administering life-income gifts
A flexible administration system for organizations managing complex planned gifts.
- Gift administration
- Bequest documentation
7.1/10★★★★☆Contact PG Calc -
Best forTeams managing legacy gifts from inquiry to completion
A cloud-based system for managing legacy gifts from inquiry through administration.
- Bequest documentation
6.9/10★★★☆☆Request a demo -
Best forOrganizations focused on bequest tracking and stewardship
A focused system for recording bequests, estate details, communications, and income.
- Bequest documentation
6.8/10★★★☆☆Contact FirstClass -
Best forNonprofits pairing legacy giving with donor estate tools
Pairs supporter estate documents with legacy-intention tracking and donor stewardship.
- Bequest documentation
6.6/10★★★☆☆Visit Giving Docs -
Best forAdvisors creating planned-gift proposals and illustrations
Broad planned-gift illustration coverage, but no gift administration.
- Gift calculators
- Bequest documentation
6.6/10★★★☆☆Visit CresPro -
Best forTeams administering charitable gift annuities
A focused desktop tool for tracking annuities, payments, reserves and tax filings.
- Gift administration
6.2/10★★★☆☆Try Crescendo Admin -
Best forFundraisers calculating and illustrating planned gifts
A calculation and illustration suite for fundraisers preparing planned-gift proposals.
- Gift calculators
6.2/10★★★☆☆Visit PG Calc -
Best forNonprofits building donor-facing planned-giving programs
A donor-engagement suite for nonprofits, not a gift-administration system.
- Gift calculators
- Bequest documentation
6.2/10★★★☆☆Visit Crescendo -
Best forOrganizations wanting a free donor legacy portal
A web-based legacy-giving portal with estate tools, commitments, and campaign integration.
- Bequest documentation
6.0/10★★★☆☆Visit Legacy Suite -
Best forTeams combining will planning with CRM-based outreach
A donor will-planning service with CRM outreach tools, but no gift administration.
- Bequest documentation
5.9/10★★★☆☆Visit LegacyPlanner -
Best forCharities building legacy-gift programs and Will campaigns
Legacy-gift management and donor Will creation, with a free donor-facing Will service.
- Bequest documentation
5.9/10★★★☆☆Visit Willfora -
Best forExisting Raiser’s Edge NXT users needing broad fundraising
Broad fundraising and donor management with planned giving as one part of a larger platform.
5.8/10★★★☆☆Visit Blackbaud
Foundation Source Planned Giving Alternatives: Common Questions
What is the best alternative to Foundation Source Planned Giving?
FreeWill: #1 in our Planned Giving Software ranking, with an editor score of 9.0 out of 10. Free online estate-document creation for individuals, with a California-only living trust.
Is there a free alternative to Foundation Source Planned Giving?
Yes. FreeWill, Trust & Will, Legacy Suite and Willfora Legacy Giving Platform have a free plan or a free tier.
Foundation Source Planned Giving vs Each Alternative
| # | Tool | Free plan | Paid from | Gift types supported | Bequest documentation | Gift calculators | Gift administration | Score |
|---|---|---|---|---|---|---|---|---|
| 3 | Foundation Source Planned Giving | — | — | charitable remainder trusts, charitable lead trusts, gift annuities, bequests | Yes | Yes | Yes | 7.7 |
| 1 | FreeWill | Yes | None | — | — | — | — | 9.0 |
| 2 | Trust & Will | Yes | — | — | — | — | — | 8.2 |
| 4 | PG Calc Bequest Manager | No | — | will, revocable living trust, beneficiary designation | Yes | No | — | 7.4 |
| 5 | PG Calc GiftWrap | No | — | Charitable gift annuities; charitable remainder trusts; pooled income funds; bequests | Yes | No | Yes | 7.1 |
| 6 | Gifted Legacies | — | — | — | Yes | No | — | 6.9 |
| 7 | FirstClass | — | — | Bequests (Gifts in Wills); cash, property, investments | Yes | — | — | 6.8 |
| 8 | Giving Docs | No | — | Wills, charitable bequests, codicils, beneficiary designations, donor-advised fund grants, stock gifts, qualified charitable distributions | Yes | — | — | 6.6 |
| 9 | CresPro | No | — | Bequests; charitable gift annuities; charitable remainder and lead trusts; unitrusts; pooled income funds; life estates; IRA gifts; donor-advised funds; bargain sales; blended gifts | Yes | Yes | No | 6.6 |
| 10 | Crescendo Admin | No | — | immediate, deferred, flexible and term-of-years charitable gift annuities | — | — | Yes | 6.2 |
| 11 | PG Calc Planned Giving Manager | No | — | Charitable gift annuities, charitable trusts, and other planned gifts | — | Yes | — | 6.2 |
| 12 | Crescendo Interactive GiftLegacy | No | — | Bequests; charitable gift annuities; charitable remainder trusts; donor-advised funds; IRA charitable rollovers; beneficiary-designation gifts | Yes | Yes | No | 6.2 |
| 13 | Legacy Suite | Yes | — | bequests; endowment gifts; restricted funds; faith-based contributions | Yes | — | — | 6.0 |
| 14 | LegacyPlanner | No | — | Bequests; QCDs; cryptocurrency; stocks; donor-advised funds; charitable remainder trusts; gift annuities; beneficiary designations | Yes | — | No | 5.9 |
| 15 | Willfora Legacy Giving Platform | Yes | — | cash gifts, residual gifts, property gifts | Yes | — | — | 5.9 |
| 16 | Blackbaud Raiser’s Edge NXT | — | — | — | — | — | — | 5.8 |
Head-to-Head
- 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
Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
Last updated · How we research and update