Giving Docs
Legacy Giving, Made Effortless.
Overview
Giving Docs offers nonprofit organizations a trusted, donor-friendly estate planning platform that drives legacy giving. Backed by behavioral science and built for impact, our tools help nonprofits grow planned giving participation and long-term donor value. The platform provides tools for donors to create wills, facilitate gifts of stocks, DAFs, and QCDs, all through a custom-branded portal for the nonprofit.
✨ Key Features
- Custom-Branded Estate Planning Portal
- Online Will Creation for Donors
- Tools for DAF, Stock, and QCD Gifts
- Bequest and Legacy Gift Documentation
- Real-Time Donor Insights and Analytics
- Marketing and Communications Support
🎯 Key Differentiators
- Backed by behavioral science research from Duke University
- High gift disclosure rate
- Comprehensive suite of estate planning tools beyond just wills
Unique Value: Empowers nonprofits to offer a comprehensive, branded estate planning toolkit to their donors for free, simplifying the legacy giving process and increasing documented commitments through a behavioral science-backed approach.
🎯 Use Cases (4)
✅ Best For
- Increasing the number of documented legacy gift commitments for nonprofits.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Organizations not focused on individual donor fundraising or legacy giving.
🏆 Alternatives
Unlike some alternatives that may focus solely on will creation, Giving Docs provides a broader suite of tools (DAFs, Stock, QCDs) and emphasizes a full-service strategy with marketing support to ensure program success.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Dedicated Support (All clients receive a dedicated client success manager. tier)
💰 Pricing
Free tier: The will-making tool is free for donors of partner organizations.
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