Planned Giving
Compare 23 planned giving tools to find the right one for your needs
🔧 Tools
Compare and find the best planned giving for your needs
MarketSmart
A managed services and software provider that helps nonprofits qualify major and planned giving donors at scale.
FreeWill
An online platform that provides free estate planning tools to consumers and helps nonprofits raise planned gifts.
Virtuous
A CRM and fundraising platform designed to help nonprofits build personal relationships with donors.
Bloomerang
A donor management CRM focused on donor retention and engagement, with capabilities for tracking planned gifts.
CharityEngine
An enterprise-grade, all-in-one CRM and fundraising platform with planned giving capabilities.
EverTrue
A donor engagement platform that provides insights and tools to identify and manage fundraising prospects.
Enthuse
A fundraising technology provider with tools for donations, events, and corporate fundraising.
Donorbox
An online fundraising platform that helps nonprofits accept donations and manage donors.
DonorPerfect
A comprehensive fundraising and donor management CRM with features for tracking planned gifts.
Salesforce.org Nonprofit Cloud
A comprehensive, configurable CRM platform for nonprofits with extensive capabilities for managing planned giving.
Bonterra
A comprehensive software platform for social good organizations, incorporating CRM, fundraising, and program management.
Neon CRM
A unified cloud platform for nonprofits with tools for fundraising, marketing, and program management.
Blackbaud
A leading provider of software and services for the social good community, with planned giving features in its core CRMs.
Giving Docs
An estate planning platform that helps nonprofits grow their planned giving programs.
PG Calc
Provides software and services for planned gift calculation, illustration, and administration.
Crescendo Interactive
Provides an integrated marketing system for nonprofits to close major and planned gifts.
PlannedGiving.com
A marketing and consulting firm that helps nonprofits inspire donors to create lasting legacies.
Sharpe Group
Provides planned giving consulting, donor communications, and training to nonprofits.
TIAA Kaspick
Provides asset management and administration services for planned gifts and endowments.
LifeLegacy
Offers a white-labeled online will creation platform and donor analytics dashboard for nonprofits.
Stelter
A marketing agency specializing in planned giving for nonprofits.
Legacy Leaders
A full-service planned giving vendor providing marketing and support services.
GiveLegacy
An online will-writing platform that partners with charities in the UK and other regions.