Launch a donor-first platform that’s easy to manage, aligned with your brand, and built to grow planned giving with confidence and care.
Your supporters want to leave a lasting impact. But most haven’t completed a will and your team doesn’t have time to wrestle with clunky tools or manage another complicated program.
That’s where Giving Docs comes in.
We help mission-driven organizations engage donors through intuitive, science-backed tools; all delivered through a branded platform. It’s easy to launch, effortless to manage, and designed to help you move from reactive fundraising to a more strategic, sustainable legacy program without adding to your team’s workload.
A seamless extension of your organization, featuring your logo, colors, and messaging, built to reflect your mission and inspire trust.
Wills, DAFs, beneficiary designations, and more presented in a way that’s clear, empowering, and easy to complete.
Our design is grounded in behavioral research, helping donors take action without pressure and making legacy planning feel accessible and meaningful.
Track disclosed gifts, measure engagement, and confidently report impact to leadership with data you can actually use.
Stewardship tools and guidance that help you stay connected to donors without relying on spreadsheets or extra admin.
Giving Docs isn’t just another tool; it was built by nonprofit professionals, estate planning attorneys, and behavioral scientists who understand your world and your donors.
Rooted in research from Duke University’s Center for Advanced Hindsight and vetted by the ACLU, our platform is purpose-built to inspire action while honoring trust.
We do all of the heavy lifting so you can so you can offer a legacy giving experience that reflects your values and deepens donor relationships.
Your co-branded platform is just the beginning. Giving Docs helps you launch quickly, engage donors with ease, and grow results, without adding to your to-do list.
You don’t need a large team or technical background to get started, just a mission that matters and a desire to serve your donors well.
We’ll handle the heavy lifting. Here’s how it works:
Get up and running quickly with a secure, easy-to-use portal that reflects your brand and walks donors through the process with clarity and care. Our team guides you every step of the way.
We use proven behavioral insights to gently guide donors toward completing their wills and sharing their intentions through the Giving Docs platform—no pressure, just meaningful progress.
From your first legacy commitment to long-term stewardship, our team partners with yours to build an outreach plan, offer guidance, and help turn intent into lasting impact.
Creating lasting impact for your mission far into the future.
