Willfora Legacy Giving Platform
Willfora Legacy Giving Platform: Legacy-gift management and donor Will creation, with a free donor-facing Will service. Ranked #15 of 20 in Planned Giving Software by our editors (5.9/10); pricing: Free plan · pricing on request; best for charities building legacy-gift programs and Will campaigns.
At a glance
- Editor score5.9 / 10
- PricingFree plan · pricing on request
- Best forCharities building legacy-gift programs and Will campaigns
- Free planYes
- Bequest documentationYes
- Facts checked28 Sep 2026
Where it wins
- Tracks gifts from multiple channels and supports reporting and forecasting.
- Embeds charitable-gift prompts in donor-facing Will creation.
- Automates thank-you notes and supports spreadsheet or CRM imports.
Where it doesn't
- Charity-platform pricing requires a sales conversation.
- Available as a cloud-based web platform.
- Support is via email and documentation.
Our verdict on Willfora Legacy Giving Platform
Willfora Legacy Giving Platform helps charities and nonprofit organizations capture donor gift intentions, manage legacy gifts, and run digital Will-writing campaigns. Its intended users include nonprofits, hospital foundations, universities, and churches, with company-size fit spanning small organizations through enterprise. Donors can create, download, sign, and update Wills through the donor-facing service, including Wills with charitable bequests. For organizations seeking to connect legacy-gift tracking with donor engagement, the appeal is the combination of gift management and Will creation rather than a general-purpose fundraising system.
The platform brings together legacy gifts from multiple channels, real-time donor gift insights, and reporting and forecasting for legacy-gift programs. Organizations can import gifts from spreadsheets or CRMs, while automated thank-you notes and communications support stewardship. Willfora also offers digital Will-writing campaigns and customizable charitable-gift prompts within the Will-creation flow. The donor-facing Will service is free and allows unlimited updates. That gives charities a way to pair gift-intention tracking with a donor-facing Will experience; organizations whose main need is broader gift administration should weigh whether this focused workflow fits their program.
The donor Will service is free, while charity-platform pricing is handled through a sales conversation; the published offering does not give charities a self-serve price comparison. Willfora is cloud-based and web-based, with email and documentation as support channels. The category features include cash, residual, and property gifts, as well as bequest documentation. Willfora is a fit for charities that want legacy-gift tracking, forecasting, and donor Will campaigns in one focused service, especially when a free donor-facing Will experience matters. Organizations that need a specified upfront charity-platform price or support beyond email and documentation may prefer to compare other options before choosing.
Willfora Legacy Giving Platform pricing
Willfora Legacy Giving Platform fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Not verified |
| Gift types supported | cash gifts, residual gifts, property gifts |
| Bequest documentation | Yes |
| Gift calculators | Not verified |
| Gift administration | Not verified |
| CRM integrations | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | Free plan · pricing on request |
| Website | willfora.com |
| Facts checked | 28 Sep 2026 |
Alternatives to Willfora Legacy 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 Willfora Legacy Giving Platform alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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