FOR ORGANIZATIONS How It Works • Our Toolkit • Results • Partners • Security • Pricing
OUR TOOLKIT
Our comprehensive suite of tools empower donors to both create or amend estate plans and document legacy gift intentions.
Estate Planning Tools
Allows donors to plan for the distribution of assets in their estates, leave charitable bequests, appoint a personal representative, nominate a guardian for their minor children, and name caregivers for pets.
Wills
Wills
Currently for California
residents only
Revocable Living Trust (CA)
Revocable Living Trust (CA)
Legally amend a will to add a charitable bequest without changing any other aspect of the will.
Codicils
Codicils
Helps donors organize and communicate with their financial institutions regarding beneficiaries on life insurance and retirement accounts.
Beneficiary Designations
Beneficiary Designations
Allows donors to choose who will manage their financial affairs if they are incapacitated.
Financial Power of Attorney
Financial Power of Attorney
Lets donors appoint a healthcare proxy and state their wishes
for end-of-life care.
Medical Directives
Medical Directives
Current Giving Tools
Allows donors with existing DAF accounts to recommend grants to your organization.
Donor Advised Fund Grants
Donor Advised Fund Grants
Facilitates current
gifts of stock.
Stock Gifts
Stock Gifts
For donors age 70½ or older, this tool helps them make a current charitable gift from their IRA required minimum distribution.
Individual Retirement Accounts/ Qualified Charitable Distributions
Individual Retirement Accounts/ Qualified Charitable Distributions
Our documents are legally binding in all 50 states and D.C.
HOW WE'RE DIFFERENT
Why partner with Giving Docs? Because our platform is the most effective, affordable, collaborative and secure option out there.
RESULTS
The numbers speak for themselves: Giving Docs delivers extraordinary support for planned giving programs.
Four out of five gifts on Giving Docs are disclosed to the organization
Every dollar spent on Giving Docs leads to $88 in planned gift intentions
STRATEGIC PARTNERS
Amplify your planned giving potential with our partners to deliver top-tier results.
MARKETING INTEGRATIONS
Organizations are able to add
Giving Docs to their PG marketing contract, while we work in collaboration with these partners to streamline campaigns, segment contact lists, and much more
TECH INTEGRATIONS
Increase giving by adding TGB Crypto tools and more
Add a streamlined DAF tool to your planned giving product
Facilitate donor stewardship and
outreach with state-of-the-art AI tools
Simplify stock giving with an easy-to-implement stock donation button
CRM INTEGRATIONS
RENXT
Automatically import data points from Giving Docs’ Partner Portal to your CRM
SECURITY
Donors come first. We’re here to ensure all donor data is always kept private and secure.
Giving Docs is committed to protecting donors’ privacy. We commit to never sell or rent names or personal information to anyone else. We also pledge to never sell, rent or provide outside access to our mailing list. Giving Docs successfully completed the AICPA Service Organization Control (SOC) 2 Type 2 audit.
The audit confirms that Giving Docs’ information security practices, policies, procedures, and operations meet the SOC 2 standards for security. For more information, please see our Privacy Policy, our Security Policy, and our Terms of Service.
PRICING