Strategic integrations that empower legacy, amplify impact, and reduce friction.
At Giving Docs, we believe estate planning should be simple, mission-aligned, and designed to drive meaningful action. We partner with leading experts in planned giving marketing, technology, and strategy to help elevate your efforts without adding to your workload.
We partner with leaders in planned giving marketing to make it easier for you to unlock donor intent and build enduring connections with your donors. If you already work with one of our partners, adding Giving Docs is the natural next step – elevating your program with intuitive tools for greater impact.
Together, we help nonprofits do more to help your planned giving programs grow in scale, impact, and efficiency.
Our platform connects with innovative tools to support generosity.
Giving Docs can integrate with donor management systems to help your team steward legacy relationships.
We also offer custom API solutions that integrate seamlessly with your existing systems.
Current integrations include:
We’re proud to collaborate with trusted advisory partners who share our values and bring deep expertise in the nonprofit and financial sectors. Together, we drive smarter strategies and stronger results.
Our partners include:
We collaborate with a nationwide network of expert consultants who can help nonprofits of all sizes build, launch, or grow their planned giving programs. From foundational planning to advanced strategy, we’ll connect you with professionals who align with your mission and have the strategic insight to move it forward.
Giving Docs makes planned giving easier for you and more meaningful for your donors—reach out to see how it can become part of your success story.
