Giving Docs makes creating a legacy easy

We make it easy to create legacies

How it Works

Offer supporters the Giving Docs toolkit free of charge and increase their planned giving.

Create and manage their estate plan to easily support the people and causes they love.

Provides a premium estate planning platform that makes it easy to create a lasting legacy.

Not an estate planning expert or even know where to start thinking about a will?
We got you covered with our full suite of estate planning tools:

Legal Will

Codicil (Update to Will)

Healthcare Directive

Beneficiary Designation
Assistance

Qualified Charitable
Distribution Tool

Donor Advised Fund
Tool

Legal Will

Your instructions on how you would like your estate distributed

Codicil
(Update to Will)

Add a bequest to your existing will for your favorite cause

Qualified Charitable
Distribution Tool

Get instructions and a document to request a charitable distribution

Healthcare
Directive

Spell out your end of life wishes and assign a medical power of attorney

Beneficiary Designation
Assistance

Assign beneficiaries to your major assets, outside of your will

Donor Advised
Fund Tool

Get instructions to distribute gifts or update your Donor Advised Fund

Our documents are legally binding in all 50 states and D.C.