Giving Docs

Legacy Giving Management

Giving Docs aims to democratize estate planning while amplifying planned giving.

Our easy-to-use software-as-a-service empowers nonprofit organizations to reach a much wider audience of current and prospective donors, and helps planned giving officers complete the final step in the planned giving journey. The Giving Docs platform empowers individual donors to complete a comprehensive estate plan, using an array of tools including will and codicil builders, health care directives, beneficiary designations, qualified charitable distributions, donor advised funds, stocks gifts, and other assets.

Giving Docs Site Info

Giving Docs Setup Info


Product Affiliations

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Discover your nonprofit’s potential

When you have an easy-to-use software ecosystem, the sky’s the limit for your nonprofit. Let’s get there together.



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