Legacy Giving That Works

Empower your supporters to protect what matters most and grow your planned giving program with a trusted estate planning platform.

Planned Giving, Simplified

Giving Docs helps nonprofits like yours offer a branded, easy-to-use will creation platform, a true gift to your supporters.

Relationship-Focused

Legacy giving is about relationships. We help you deepen connections that extend beyond a single gift, creating enduring loyalty and support.

Backed by Science

We use behavioral science to guide donors through the process with ease to remove obstacles and help them take meaningful action, confidently.

Team Efficiency

Give staff time back in their day to focus on what matters most: nurturing donor relationships.

Legacy giving should build trust — not create barriers.

Too often meaningful gifts go unrealized, and donor momentum fades, simply for lack of support. You deserve tools that make it easy for donors to protect what matters and shape their legacy with confidence.

That’s where Giving Docs comes in.

Our Toolkit

Every Tool Your Donors Need

Our comprehensive suite of tools empower donors to create or amend estate plans,
document legacy gift intentions and make gifts now.

Estate Planning Tools

  • Wills
  • Revocable Living Trust (CA)
  • Codicils
  • Beneficiary Designations
  • Financial Power of Attorney
  • Medical Directives

Current Giving Tools

  • Donor Advised Funds
  • Stock Gifts
  • Individual Retirement Accounts/Qualified Charitable Distributions

Our legal documents comply with the laws of all 50 states and D.C.

How It Works

Amplify Planned Giving in Three Simple Steps

01

Launch Your Custom-Branded Platform

Get a donor-centric platform tailored to your brand that is easy to share and designed to reflect your mission.

02

Engage Donors with Intuitive Tools

Give your supporters a trusted space to complete their wills with simple tools, backed by behavioral science.

03

Track Gifts and Grow Results

Track disclosed gifts, steward donor relationships, and show real impact through the Partner Portal.

Testimonials

Trusted by Leading Nonprofits 

Supporters nationwide have secured their futures with Giving Docs, fueling transformative impact for nonprofits everywhere.

Free Download

Legacy Society
Tips and Tricks

Your roadmap to engaging donors, increasing legacy gifts, and building momentum for planned giving—any time of year.