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Best Planned Giving Software in 2026

Planned giving software supports work with gifts arranged for the future, such as bequests and other planned gifts. This list is for people comparing software for gift planning, administration and related donor work.

  1. 1

    FreeWill

    Free plan Web

    FreeWill covers several common estate-planning documents, with free edits and a no-cost plan. Its own guidance says people with complex needs should seek legal counsel.

    7.0 Free plan Visit site
  2. 2

    Trust & Will

    Free plan AndroidAPIiPhone+1

    Trust & Will offers plans for wills and trusts, with a free starting option and optional attorney access.

    6.9 Free plan · paid from $199 Visit site
  3. 3

    Blackbaud Raiser’s Edge NXT

    Paid APIMacWeb+1

    Choose Blackbaud Raiser’s Edge NXT if a mid-sized or large nonprofit needs donor relationship management alongside fundraising and engagement tools.

    6.1 Pricing on request Visit site
  4. 4

    Legacy Suite

    Free plan Web
    5.6 Free plan · pricing on request Visit site
  5. 5

    Willfora Legacy Giving Platform

    Free plan Web
    5.4 Free plan · pricing on request Visit site
  6. 6

    CresPro

    Paid iPhoneMacWeb+1
    5.1 Visit site
  7. 7

    Crescendo Admin

    Paid Windows
    4.6 Visit site
  8. 8

    Crescendo Interactive GiftLegacy

    Paid Web
    4.6 Pricing on request Visit site
  9. 9

    FirstClass

    Paid Web
    4.6 Pricing on request Visit site
  10. 10

    Foundation Source Planned Giving

    Paid Web
    4.5 Pricing on request Visit site
  11. 11

    Gifted Legacies

    Paid Web
    4.4 Pricing on request Visit site
  12. 12

    Giving Docs

    Paid Web
    4.3 Pricing on request Visit site
  13. 13

    LegacyCenter

    Paid Web
    4.3 Pricing on request Visit site
  14. 14

    LegacyPro Planned Giving Website

    Paid Web
    4.3 Pricing on request Visit site
  15. 15

    LegacyPlanner

    Paid Web
    4.2 Visit site
  16. 16

    PG Calc Bequest Manager

    Paid Web
    4.2 Pricing on request · 90-day trial Visit site
  17. 17

    PG Calc GiftWrap

    Paid WebWindows
    4.2 Pricing on request Visit site
  18. 18

    PG Calc Planned Giving Manager

    Paid WebWindows
    4.2 Pricing on request Visit site
  19. 19

    PhilanthroPlan GPC Anywhere

    Paid Web
    4.0 Visit site
  20. 20

    The Planned Giving Platform

    Paid Web
    3.8 Pricing on request Visit site

#1Places #1, #2, #3, #4, #5 on this list can be bought by the makers of the software on it. See the price

Compare free plans, paid pricing and platform support before choosing. Check whether a free plan or trial fits your needs, and review the licence if reading or changing code matters. Look at gift types, bequest documentation, calculators, administration and CRM integrations.

Questions

Is planned giving software available with a free plan?

Yes. A free plan is listed for FreeWill. Other products may be paid, with pricing shown on request.

What platforms do these products support?

Listed platform support includes web, Windows, macOS, API, iOS and Android. Check the product details for the platform you need.

What should I compare between products?

Compare free plan, paid pricing, gift types, bequest documentation, gift calculators, gift administration and CRM integrations.

Do paid products show public prices?

Several paid products list pricing on request. Contact the provider to confirm the cost and what is included.

How can I check whether code is open source?

Read the software licence. A free plan describes cost, while an open-source licence describes rights to inspect, change and share code.

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