Partner with Giving Docs to optimize your planned giving campaigns

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Our Approach

Marketing Campaigns

Custom, science-based
planned giving campaigns
that inspire donor action

Legacy Planner

Simple, scalable estate
planning tools you give your
donors to secure more bequests

Donor Insights

Robust, data-driven
reporting tools to track your
bequests and donors in real time

Use our expertise and tools to magnify your planned giving.


Future Gifts

Secure long-term funding
to support your

More Active Community

Increase volunteerism and
annual donations with legacy
commitments to your organization

Social Impact

Make estate planning
more affordable and
accessible to your community

Lasting Social Impact

We are more than just nifty fundraising software, and we’re not just focused on generating transactional bequests. We’re aiming for something bigger. We work with partners to help them achieve long term sustainability and growth, and dramatically improve the planned giving experience for all.

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