ABOUT Our Toolkit • How We're Different • Results • Security • Pricing
HOW GIVING DOCS WORKS
We support every stage of the planned giving donor journey.
Our Toolkit
Our comprehensive suite of tools empower donors to both create or amend estate plans and document legacy gift intentions.
Estate Planning
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
Donor 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.
Effective
Best-in-class product and
marketing support backed
by behavioral science data
Affordable
Flexible, all-inclusive
pricing based on target
list size
Collaborative
Easy customizations and
integrations within other
vendors, partners, and CRMs
Secure
Highest level of donor
data privacy and security
compliance
RESULTS
The numbers speak for themselves: Giving Docs delivers extraordinary support for planned giving programs.
80%
Disclosure rate
58%
Completed wills with charitable gifts
88%
$ secured to contract value
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
Giving Docs offers highly competitive pricing based on the size of an organization’s planned giving donor target list. We commit to no steep price increases or hidden fees, and we charge one all-inclusive price for our entire suite of planned giving tools.