The Planned Giving Platform
The Planned Giving Platform: A referral workflow for charities connecting supporters with participating estate solicitors. Ranked #20 of 20 in Planned Giving Software by our editors (5.5/10); pricing: Pricing on request; best for charities seeking solicitor referrals for gifts in wills.
At a glance
- Editor score5.5 / 10
- PricingPricing on request
- Best forCharities seeking solicitor referrals for gifts in wills
- Free planNo
- Bequest documentationYes
- Facts checked28 Sep 2026
Where it wins
- Embeds a solicitor finder in charity Gifts in Wills pages
- Supports consent-based pledge notifications to charities
- Provides solicitor outcome forms and de-identified aggregate reporting
Where it doesn't
- Limited to charitable gifts in wills, not broader planned-gift operations
- Charities pay an annual subscription and a contribution per consultation
- Described as operating in a pilot in NSW and Victoria
Our verdict on The Planned Giving Platform
The Planned Giving Platform connects Australian charities and their supporters with participating independent Wills & Estate solicitors. A charity can embed its solicitor finder in a Gifts in Wills page, where supporters browse firms and request an initial consultation. The workflow is aimed at charities seeking solicitor referrals for bequests, rather than teams managing a wider range of planned gifts or their administration.
The referral process includes distinct roles and costs. Charities fund an annual subscription and a fixed contribution toward each initial consultation; the vendor asks charities to contact it for current pricing. Solicitors can join without a fee. Any further legal work is quoted and paid directly by the supporter, keeping that work separate from the platform’s initial-consultation contribution. This structure may suit charities that want a referral option on their bequest pages, provided they are comfortable with the ongoing subscription and per-consultation costs.
Solicitors submit consultation outcome forms through a dashboard. Charities receive pledge notifications only when supporters explicitly consent; other outcomes are reported in de-identified aggregate form. The product is described as operating in a pilot in NSW and Victoria, so its regional scope matters to charities elsewhere in Australia. Choose it if solicitor referrals and consent-based pledge reporting are the priority; consider another approach if you need gift calculators, gift administration, or tools for planned-gift types beyond bequests. It is a cloud web product, with email support and two-factor authentication listed.
The Planned Giving Platform pricing
The Planned Giving Platform fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Gift types supported | Charitable gifts in wills (bequests) |
| Bequest documentation | Yes |
| Gift calculators | No |
| Gift administration | No |
| CRM integrations | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | 2FA |
| Support | |
| Built for | Small business, Mid-market (editorial estimate) |
| Pricing | Pricing on request |
| Website | plannedgivingplatform.com.au |
| Facts checked | 28 Sep 2026 |
Alternatives to The Planned Giving Platform
- 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 The Planned Giving Platform alternatives →
Used The Planned Giving Platform? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used The Planned Giving Platform for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
The Planned Giving Platform is listed in our Planned Giving Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/the-planned-giving-platform/"><img src="https://www.itechguides.com/best/badge/the-planned-giving-platform.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.
Last updated · How we research and update