Gifted Legacies

At a glance

• Editor score
  6.9 / 10
• Pricing
  Pricing on request
• Best for
  Teams managing legacy gifts from inquiry to completion
• Bequest documentation
  Yes
• Facts checked
  28 Sep 2026

• Where it wins

  • Combines legacy marketing with segmented promotional mailings.
  • Automates communications, notifications, tasks and reminders.
  • Tracks legators, executors, gift values and probate-to-completion administration.

• Where it doesn't

  • Pricing requires contacting the vendor for a demo.
  • Runs on the web as a cloud deployment.
  • Gift calculators are not included.

Our verdict on Gifted Legacies

Gifted Legacies is a cloud-based legacy management system from Westwood Forster for charities and other organisations managing legacy gifts. It brings marketing, communications with pledgers and administration from probate to completion into one system. Teams can capture inquiries through website forms, keep legator histories and correspondence, and record executors, next of kin, other named charities and estimated gift values. Its scope makes it relevant to organisations that need to coordinate legacy work beyond the initial inquiry, including small, mid-market and enterprise teams.

The marketing and workflow tools cover both outreach and follow-through. The system supports segmented promotional mailings, automated communication plans and notifications, and scheduling for meetings, tasks and reminders. These features connect promotional activity with ongoing contact and administration, rather than treating legacy marketing as a separate mailing function. The software is configurable to an organisation’s processes, and automatic data flow to finance and other systems can help connect legacy records with downstream work. Organisations seeking a gift calculator should look elsewhere: Gifted Legacies does not include that feature.

Administration is a central part of the product’s scope, with records and workflows spanning probate to completion. That is a fit for teams that need to maintain interaction histories and coordinate executors and other named parties alongside gift values. According to the vendor, prospective customers can request a demo; pricing uses a contact-sales model, so teams should expect to speak with the vendor rather than select from published rates. Support is available by email and phone. Gifted Legacies suits organisations looking for a configurable legacy marketing and administration system; teams focused on calculating gifts, or needing a different specialist scope, should compare alternatives.

Gifted Legacies pricing

Gifted Legacies fact sheet

Alternatives to Gifted Legacies

• 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
• FSFoundation Source Planned GivingA broad planned-gift administration offering for organizations managing complex programs.7.7

See all Gifted Legacies alternatives →

Gifted Legacies vs the competition

• GLGifted Legacies vs FreeWill
• GLGifted Legacies vs Trust & Will
• GLFSGifted Legacies vs Foundation Source Planned Giving
• GLPCGifted Legacies vs PG Calc Bequest Manager
• GLPCGifted Legacies vs PG Calc GiftWrap
• GLFGifted Legacies vs FirstClass

Compare Gifted Legacies with any tool side by side →

Featured on iTechGuides

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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

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Last updated 29 Sep 2026 · How we research and update