Trust & Will may suit people looking to create or update estate planning documents online, including wills or trusts.
Free plan From $49 a year AndroidiPhone & iPadWebAPI
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Best Planned Giving Software 2026
Facts read 28 Sep 2026 – 15 Oct 2026
Planned giving software helps organizations present, document and manage charitable gifts such as bequests. This list helps fundraisers and gift administrators compare tools before choosing a platform.
The standings: top 10
| Name | Record score | Runs on | Facts read |
|---|---|---|---|
| 01 Trust & Will | 5.7 | Android, iPhone & iPad, Web, API | 15 Oct 2026 |
| 02 FreeWill | 4.7 | Web | 15 Oct 2026 |
| 03 Blackbaud Raiser’s Edge NXT | 4.0 | Web, Windows, Mac, API | 4 Oct 2026 |
| 04 CresPro | 2.9 | iPhone & iPad, Web, Windows, Mac | 28 Sep 2026 |
| 05 Legacy Suite | 2.7 | Web | 28 Sep 2026 |
| 06 Willfora Legacy Giving Platform | 2.7 | Web | 28 Sep 2026 |
| 07 FirstClass | 2.4 | Web | 28 Sep 2026 |
| 08 Foundation Source Planned Giving | 2.4 | Web | 28 Sep 2026 |
| 09 LegacyPro Planned Giving Website | 2.4 | Web | 28 Sep 2026 |
| 10 PG Calc Bequest Manager | 2.4 | Web | 28 Sep 2026 |
Compare the published free-plan status, starting price details, supported gift types, bequest documentation, calculators, gift administration and CRM integrations. Listings use maker-published figures and are not scored.
02
FreeWill
FreeWill may suit people who want to prepare estate-planning documents online and make charitable gifts part of their plans.
Web Record4.7 Visit
03
Blackbaud Raiser’s Edge NXT
WebWindowsMac+1 Record4.0 Visit
04
CresPro
iPhone & iPadWebWindows+1 Record2.9 Visit
05
Legacy Suite
Web Record2.7 Visit
Before you choose
Check the plan and price
A free plan is available from an item in this category. FreeWill is marked as offering a free plan, while paid products may show pricing on request.
Match the pricing model to your budget and confirm what the published plan includes before contacting a vendor.
Match the platform
Listed products run on web, Windows, macOS, API, iOS or Android, depending on the product. Choose a platform that fits your staff, systems and access needs.
Check the product entry for its stated platform before planning deployment or integrations.
Review gift-planning tools
Compare the gift types supported, bequest documentation and gift calculators. These fields show how a product may support conversations with donors and planned-gift paperwork.
Look at gift administration features as well. They can affect how staff record and manage planned gifts after a donor makes a commitment.
Check CRM connections
CRM integrations are part of the comparison. Confirm whether a product connects with the customer relationship system your organization uses and what information can move between systems.
Questions
Is planned giving software available with a free plan?
Yes. FreeWill is marked as offering a free plan. Other listings may use paid pricing or state that no free plan is offered.
Which platforms do these products support?
The listed platform options are web, Windows, macOS, API, iOS and Android. Check the individual product entry for its stated platform.
How is paid pricing shown?
Paid products can show a pricing-on-request note. Review the product listing and contact the maker for the current price.
What planned-gift features can I compare?
The comparison covers gift types supported, bequest documentation, gift calculators and gift administration.
Can I compare CRM integrations?
Yes. CRM integrations are one of the comparison fields. Check the product details for the integration information provided.
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