Giving Docs
Giving Docs: Pairs supporter estate documents with legacy-intention tracking and donor stewardship. Ranked #8 of 20 in Planned Giving Software by our editors (6.6/10); pricing: Pricing on request; best for nonprofits pairing legacy giving with donor estate tools.
At a glance
- Editor score6.6 / 10
- PricingPricing on request
- Best forNonprofits pairing legacy giving with donor estate tools
- Free planNo
- Bequest documentationYes
- Facts checked28 Sep 2026
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.
Our verdict on Giving Docs
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, codicils, beneficiary designations, financial powers of attorney and medical directives. The platform also supports donor-advised fund grants, stock gifts and qualified charitable distributions. Nonprofit teams can record disclosed legacy intentions and review engagement through a Partner Portal. It is aimed at nonprofits seeking to connect donor estate planning with legacy-gift cultivation, rather than software focused on administering or calculating gifts.
CRM connections are a central part of the product’s fit. Listed integrations include Salesforce, Neon CRM, Blackbaud, Neon One and Virtuous, giving teams a way to connect donor data with systems they may already use. Stewardship tools and guidance, alongside engagement insights and reporting, support follow-up with supporters who disclose intentions. The portal is web-based and cloud-deployed. This combination suits organizations looking to bring supporter-facing estate documents and internal planned-giving activity into one workflow; buyers looking primarily for gift administration or calculations should consider a more specialized alternative.
According to the published pricing description, nonprofit access is an annual renewable subscription priced according to the size of the planned-giving marketing list, with organizations needing to contact sales for a quote. Supporters invited by a participating organization can use the tools at no cost; this is not a generally available free plan. Trust creation is specifically for California residents, so the estate-document offering is not uniform across all locations. Giving Docs may suit nonprofits prepared for quote-based purchasing and seeking both donor-facing estate tools and intention tracking, but is a weaker fit for teams requiring transparent self-serve pricing or broad gift-administration capabilities.
Giving Docs pricing
Giving Docs fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Gift types supported | Wills, charitable bequests, codicils, beneficiary designations, donor-advised fund grants, stock gifts, qualified charitable distributions |
| Bequest documentation | Yes |
| Gift calculators | Not verified |
| Gift administration | Not verified |
| CRM integrations | Salesforce, Neon CRM, Blackbaud, Neon One, Virtuous |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | Email, Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 5 integrations: Salesforce, Neon CRM, Blackbaud, Neon One, Virtuous See all → |
| Pricing | Pricing on request (source) |
| Website | about.givingdocs.com |
| Facts checked | 28 Sep 2026 |
Giving Docs integrations
Giving Docs lists 5 integrations on its own site.
- Salesforce
- Neon CRM
- Blackbaud
- Neon One
- Virtuous
See all Giving Docs integrations →
Alternatives to Giving Docs
- 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
- Foundation Source Planned GivingA broad planned-gift administration offering for organizations managing complex programs.7.7
See all Giving Docs alternatives →
Giving Docs vs the competition
- Giving Docs vs FreeWill
- Giving Docs vs Trust & Will
- Giving Docs vs Foundation Source Planned Giving
- Giving Docs vs PG Calc Bequest Manager
- Giving Docs vs PG Calc GiftWrap
- Giving Docs vs Gifted Legacies
Compare Giving Docs with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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