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FOR ORGANIZATIONS     How It Works      Our Toolkit      Results      Security      Pricing

HOW GIVING DOCS WORKS

We support every stage of the planned giving donor journey.

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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

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Currently for California
residents only

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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.

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Codicils

Codicils

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Helps donors organize and communicate with their financial institutions regarding beneficiaries on life insurance and retirement accounts.

Beneficiary Designations

Beneficiary Designations

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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.

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Medical Directives

Medical Directives

Current Giving Tools

Allows donors with existing DAF accounts to recommend grants to your organization.

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Donor Advised Fund Grants

Donor Advised Fund Grants

Facilitates current
gifts of stock.

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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.

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Individual Retirement Accounts/ Qualified Charitable Distributions

Individual Retirement Accounts/ Qualified Charitable Distributions

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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.

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Effective

Best-in-class product and 
marketing support backed 
by behavioral science data

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Collaborative

Easy customizations and 
integrations within other 
vendors, partners, and CRMs

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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.

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Four out of five gifts on Giving Docs are disclosed to the organization

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Every dollar spent on Giving Docs leads to $88 in planned gift intentions

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.

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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.

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