In 2015, our co-founders brought together their legal expertise and a shared belief in making estate planning more approachable. They saw a gap: too many people weren’t creating wills, not because they didn’t care, but because the process felt confusing or intimidating. At the same time, nonprofits were eager to grow legacy giving but lacked the tools and time to do it well.
So, they decided to build something better.
Partnering with behavioral scientists from Duke University’s Center for Advanced Hindsight, they created Giving Docs—a donor-first platform designed to reduce friction, spark generosity, and support nonprofits without adding to their workload.
Today, we’re proud to serve hundreds of mission-driven organizations across the U.S., helping them launch ethical, effective campaigns, uncover previously undocumented gifts, and make legacy giving a natural, trusted part of donor relationships.
We put legacies first—empowering donors and organizations to create enduring impact through thoughtful, strategic giving.
We believe legacy giving should start with what donors truly need—not just what nonprofits hope to raise. When you offer estate planning as a service, you build deeper, more lasting relationships rooted in trust and shared values.
Every part of our platform is informed by behavioral insights from our partnership with Duke University’s Center for Advanced Hindsight. By reducing friction and guiding donors with clarity, we make estate planning feel simple, empowering, and purpose-driven.
We design technology that strengthens relationships between donors and the causes they care about. By turning complex processes into clear, mission-aligned experiences, we help nonprofits inspire generosity that lasts.
In partnership with the Center for Advanced Hindsight at Duke University, we’ve embedded proven behavioral insights into every step of the donor experience. The result is a platform that makes estate planning feel accessible, approachable, and motivating.
Our tools are simple to use and designed with a donor-centric lens. Donors can create a will that protects what matters most—their loved ones and the causes they care about—without confusion or complexity.
We don’t just hand over software. We collaborate with your team to craft thoughtful strategies, support campaign planning, and nurture donor relationships, so legacy giving becomes a natural and sustainable part of your development work.
Brantley co-founded Giving Docs to encourage legacy giving through accessible estate planning. After receiving his JD and BFA from the University of Texas at Austin, he spent over a decade as a practicing attorney. He served as Visiting Research Fellow at Duke University and was a Senior Lecturing Fellow at Duke University School of Law.
Robert is an experienced engineer and entrepreneur, starting his first business early in college, and has spent over two decades building customized software-as-a-service (SaaS) solutions. He holds a BS from Louisiana State University, and began his career working for the Department of Energy in Louisiana. He has a passion for technology with a purpose. Robert lives in Austin, Texas with his wife and two children and loves spending time traveling and/or in nature whenever possible.
Lindsay has worked in the nonprofit sector as a volunteer, board member and employee (often all three at once) for over a decade. She currently serves on the Board of the Colorado Planned Giving Roundtable, and previously led partner engagement at the Colorado Nonprofit Association. She has a MA from Regis University and a BA from Colorado State University. She lives in Crested Butte, deep in the Rocky Mountains of Colorado, with her partner and cat Teocalli.
Ali has spent more than 15 years in the world of nonprofit fundraising. As a gift officer, she successfully cultivated and closed multiple six-figure planned gifts. Most recently, she was on the customer success team at Gravyty. Ali’s diligence and industry expertise position her clients for success, and she’s proud of the ways in which she’s incorporated empathy, creativity, and candor into her work. Ali and her spouse live in Massachusetts. Libraries and road trips are two of her very favorite things.
Tyler is a seasoned expert in proactive planned giving marketing. Specializing in utilizing fundraising technology to boost donor engagement. A Robert Morris University graduate, he applies his comprehensive expertise to advance philanthropic efforts. He resides in Thousand Oaks, CA, with his wife, their two children, and beloved dog. An active community member, he dedicates time coaching and supporting youth sports. Tyler cherishes exploring new destinations with his family, and enjoys golf, pickleball, basketball, and staying active.
Holly is an experienced marketing professional. She is dedicated to empowering nonprofits in advancing their missions by partnering with them to achieve their estate planning goals. With a Bachelor’s degree in Liberal Studies from California Polytechnic State University in San LuisObispo, she brings a well-rounded perspective to the ever-evolving marketing landscape. Holly and her husband live in southern California with their two, very busy, young boys. Outside of work, she can be found making sourdough bread and cheering on her boys at the baseball field.
Ellie is a strategic innovator passionate about expanding impact through creative marketing and collaboration. With firsthand experience as a fundraiser and deep knowledge of nonprofit giving, she has supported over 150 organizations with planned and major giving strategies. A proud nonprofit cheerleader, Ellie helps build sustainable philanthropic communities through forward-thinking solutions. Outside of work, she’s usually chasing her two spirited boys or exploring new running trails.
Dakota has built her career in the nonprofit sector, serving as a volunteer, board member, and advisor. At the Arizona Community Foundation, she supported fundholders, legacy donors, and nonprofits to create lasting impact. With a background in outreach and operations, she has developed systems and trainings to strengthen collaboration and efficiency. Dakota serves on several nonprofit boards and is deeply committed to community engagement. She lives in Arizona and enjoys hiking, traveling, and time with loved ones.
An attorney who began her career focused on Trusts & Estates, Jade also brings 15+ years of nonprofit experience. She served as Director of Estate Planning at Human Rights Campaign and National Vice President of Individual Giving at Muscular Dystrophy Association. Jade earned her JD from Georgetown University and a BA from Humboldt State University. She serves as Board President for the National Capital Gift Planning Council, lives near Washington D.C., and has four incredible kids and one adorable dog.
