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Security at Giving Docs: A Letter from our CEO

Announcing our SOC 2 Type 2 certification, and an update on our commitment to privacy and security

I am thrilled to announce that this summer, Giving Docs achieved SOC 2 Type 2 security certification. This means that over the past year, a third party auditor has closely reviewed Giving Docs’ data security practices, policies, procedures, and operations, and certified that our company meets the highest standards of security and compliance.

Data security and privacy have always been fundamental to our business. After all, our platform empowers people to develop the most important financial transaction they will ever make: their estate plan.

So I wanted to take this moment to share a few more details about our commitment to security.

  • Cloud Security: We offer maximum security with complete customer isolation in a multi-tenant cloud architecture; all data is also encrypted at rest and in transmission to prevent any unauthorized access and to prevent data breaches.

  • Personnel: All employees and contractors undergo background checks and sign confidentiality agreements or NDAs; and we regularly conduct employee security training and testing.

  • Development and Testing: All development projects follow secure development lifecycle principles, in line with OWASP Top 10 recommendations; we deploy third party penetration testing and vulnerability scanning of all production and systems.

Finally, I’d like to congratulate our team for achieving this certification- it is no small feat! I invite anyone interested in learning more to visit our Privacy and Security Policy, or to request our full SOC 2 Type 2 report by emailing us at

Dan Barasch CEO, Giving Docs


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