Planned giving is one of the most meaningful ways nonprofits can deepen donor relationships and build long-term impact. It reflects something powerful: a supporter’s intent to provide for the people and causes they love well into the future.
Yet for many fundraising teams, planned giving has been difficult to fully activate. The opportunity is clear. Donors want accessible ways to protect what matters most and make thoughtful decisions about their legacy. Nonprofits want to recognize that intent, respond with care, and build relationships that extend beyond a single campaign or annual gift. Too often, however, the tools, data, and donor signals connected to planned giving live outside the systems fundraisers rely on every day.
That disconnect can make it harder for nonprofits to understand when a donor has taken a meaningful step, personalize follow-up, or bring legacy giving into a broader stewardship strategy.
That is why Giving Docs is excited to expand our partnership with Virtuous, the responsive fundraising CRM platform for nonprofits. Through this new iteration, Virtuous customers can easily add Giving Docs into their contract, making it easier for nonprofit organizations to bring donor-friendly estate planning and legacy giving tools into their fundraising ecosystem.
“Planned giving is one of the clearest expressions of a donor’s long-term trust, but nonprofits need the right systems in place to recognize that intent and respond with care,” said Brantley Boyett, President and Co-Founder of Giving Docs. “Our partnership with Virtuous helps bring legacy giving into the everyday rhythm of donor engagement, so teams can make planned giving more accessible, more actionable, and more connected to the relationships they are already building.”
Why this partnership matters
Planned giving should not feel disconnected from the rest of the donor journey. When a supporter creates an estate plan, documents a legacy intention, or signals interest in making a future gift, that moment isn’t just a transaction or a data point. It is an expression of trust, generosity, and long-term commitment.
For fundraisers, that intent matters. It can indicate that a donor is ready for a deeper conversation, that they see themselves as part of the organization’s future, and that they may welcome thoughtful stewardship from the team. But when those signals are captured outside a nonprofit’s CRM or daily workflow, development teams can miss important opportunities to respond in a timely, personal, and relationship-centered way.
This partnership is designed to help change that.
With tailored integrations between Giving Docs and Virtuous, fundraising teams will be able to better identify planned giving prospects, track legacy gift activity, and steward supporters with more relevant outreach. By connecting planned giving activity to the systems fundraisers already use, nonprofits can move from simply capturing donor intent to acting on it with clarity and care.
Making planned giving more accessible for donors
Giving Docs helps nonprofits offer supporters free access to estate planning tools, including wills, codicils, beneficiary designations, financial powers of attorney, medical directives, and charitable giving tools. The platform is built to help donors protect the people they love while making it simple to include meaningful gifts to the organizations that have shaped their lives.
This accessibility is essential. Planned giving is not only for the wealthiest donors or the most complex estates. For many supporters, it is a deeply personal and practical way to continue making a difference beyond their lifetime. When nonprofits make these tools easier to access, they also make it easier for donors to translate values, gratitude, and long-term commitment into action.
By pairing Giving Docs’ donor-friendly estate planning experience with Virtuous’ CRM, automation, and donor engagement capabilities, nonprofits can make legacy giving easier to offer, easier to track, and easier to steward over time.
Helping fundraising teams act on donor intent
For Virtuous customers, this partnership offers a more integrated approach to managing planned giving programs as part of a larger fundraising strategy. Teams will be able to bring planned giving activity into donor engagement workflows, better understand donor signals, segment audiences more thoughtfully, personalize outreach, and ensure legacy giving conversations become part of the broader relationship.
This is especially valuable for organizations seeking to identify planned giving prospects earlier and respond to donor interest more effectively. When a donor takes a meaningful step toward leaving a legacy, that moment should not get lost. It should become the beginning of a deeper conversation.
“Best-in-class technology only creates impact when it is paired with best-in-class strategy,” said Gabe Cooper, Founder and CEO of Virtuous. “Giving Docs brings a donor-centered planned giving experience into the Virtuous ecosystem, helping nonprofits turn meaningful donor signals into timely stewardship, stronger relationships, and measurable growth.”
That shared belief is at the heart of this partnership. Technology alone doesn’t create generosity, and strategy alone cannot scale without the right systems in place. Nonprofits need both: tools that make planned giving easier for donors and connected data that helps fundraisers respond with intention.
A more connected future for legacy giving
At Giving Docs, we believe planned giving should be easy, ethical, and donor-centered. It should help supporters make thoughtful decisions about their future while giving nonprofits the tools they need to build lasting relationships.
Partnering with Virtuous helps remove unnecessary friction from that process. Together, Giving Docs and Virtuous are helping nonprofits expand access to planned giving tools in a way that feels practical for fundraising teams and meaningful for donors.
Legacy strategies work best when they are not treated as a separate campaign or a one-time ask. They work best when they become part of how nonprofits listen, respond, and care for their supporters over time.
Nonprofits interested in adding Giving Docs through Virtuous can email sales@virtuous.com or connect with our team.
