🔧 Tools in Planned Giving

MarketSmart

We help nonprofits raise more money, more efficiently.

A managed services and software provider that helps nonprofits qualify major and planned giving donors at scale.

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FreeWill

Secure your future and support the causes you love.

An online platform that provides free estate planning tools to consumers and helps nonprofits raise planned gifts.

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Virtuous

The Responsive Fundraising Platform

A CRM and fundraising platform designed to help nonprofits build personal relationships with donors.

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Bloomerang

The donor management platform that helps you do good.

A donor management CRM focused on donor retention and engagement, with capabilities for tracking planned gifts.

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CharityEngine

All-in-one fundraising software for nonprofits.

An enterprise-grade, all-in-one CRM and fundraising platform with planned giving capabilities.

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EverTrue

The Leader in Donor Engagement.

A donor engagement platform that provides insights and tools to identify and manage fundraising prospects.

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Enthuse

Branded fundraising for charities.

A fundraising technology provider with tools for donations, events, and corporate fundraising.

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Donorbox

Amplify your impact with our powerful fundraising software.

An online fundraising platform that helps nonprofits accept donations and manage donors.

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DonorPerfect

The most trusted fundraising growth platform for nonprofits.

A comprehensive fundraising and donor management CRM with features for tracking planned gifts.

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Salesforce.org Nonprofit Cloud

Power your purpose with the world's #1 AI CRM for nonprofits.

A comprehensive, configurable CRM platform for nonprofits with extensive capabilities for managing planned giving.

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Bonterra

Powering those who power social impact.

A comprehensive software platform for social good organizations, incorporating CRM, fundraising, and program management.

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Neon CRM

Software That Powers Thriving Nonprofits

A unified cloud platform for nonprofits with tools for fundraising, marketing, and program management.

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Blackbaud

AI-powered software built for fundraising, nonprofit accounting, education, CSR and more.

A leading provider of software and services for the social good community, with planned giving features in its core CRMs.

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Giving Docs

Legacy Giving, Made Effortless.

An estate planning platform that helps nonprofits grow their planned giving programs.

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PG Calc

Everything You Need in Planned Giving

Provides software and services for planned gift calculation, illustration, and administration.

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Crescendo Interactive

Planned Giving Marketing Solutions

Provides an integrated marketing system for nonprofits to close major and planned gifts.

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PlannedGiving.com

The industry leader in planned giving marketing.

A marketing and consulting firm that helps nonprofits inspire donors to create lasting legacies.

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Sharpe Group

Helping Nonprofits Raise Large Gifts

Provides planned giving consulting, donor communications, and training to nonprofits.

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TIAA Kaspick

Comprehensive planned gift and endowment management services.

Provides asset management and administration services for planned gifts and endowments.

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LifeLegacy

Supercharge your planned giving strategy.

Offers a white-labeled online will creation platform and donor analytics dashboard for nonprofits.

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Stelter

Your Planned Giving Marketing Partner

A marketing agency specializing in planned giving for nonprofits.

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Legacy Leaders

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A full-service planned giving vendor providing marketing and support services.

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GiveLegacy

The simplest way to write a will and give to charity.

An online will-writing platform that partners with charities in the UK and other regions.

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