18.1
Trust & Will is an online platform for creating or updating wills, trusts, and other estate planning documents.
Free planAndroidiOSWeb
Best Planned Giving Software in 2026
Planned giving software helps organisations document bequests, calculate gift values, administer gifts and connect records with a CRM. Tools may also support gift types such as bequests and other planned contributions. Compare gift types, bequest documentation, calculators, administration tools and CRM integrations. Check for a real free plan, paid pricing details and Android support before choosing; platform…
26.9
FreeWill provides web-based tools for making wills and other estate-planning documents.
Free planWeb
35.9
Blackbaud Raiser’s Edge NXT is a web-based fundraising CRM for managing donor information and relationships.
WebAPImacOS
- 4
CresPro
iOSWebmacOSWindows5.3 - 5
FirstClass
Web4.7 - 64.7
- 74.7
- 84.7
- 9
PG Calc GiftWrap
WebWindows4.7 - 10
PG Calc Planned Giving Manager
WebWindows4.7 - 114.6
- 124.6
- 13
Giving Docs
Web4.6 - 14
Legacy Suite
Web4.6 - 15
LegacyCenter
Web4.6 - 164.6
- 174.6
- 184.6
- 194.6
- 20
Crescendo Admin
Windows4.5
Choosing well
Check device and web access
Android support can matter when staff or donors need mobile access, so verify it in the product details. Category platforms can include Android, iOS, web, Windows, macOS and APIs.
A web option may suit browser-based work, while Windows or macOS support can fit desktop processes.
Review free and paid terms
A free plan is available in this category, while paid products may list pricing on request. Confirm what the free plan covers and ask for a quote when no public price is shown.
Compare the pricing model with your organisation's budget before entering gift records.
Match gift planning features
Look for support for the gift types your programme handles. Bequest documentation and gift calculators can help with planning and recording donor commitments.
Gift administration features matter after a commitment is documented, so compare how a product handles ongoing administration.
Check CRM connections
If donor records already live in a CRM, review the available CRM integrations and API support. Confirm which records and fields can move between systems before selecting a tool.
Questions people ask
Is there planned giving software with a free plan?
Yes. A free plan is offered by a product in this category. Check the plan terms and compare them with paid options.
Do these tools work on Android?
Android is a possible platform in this category, but support varies by product. Check the platform details for the tool you are considering.
What gift types should I compare?
Compare the gift types a product supports, along with bequest documentation, gift calculators and gift administration features.
Can planned giving software connect to a CRM?
CRM integrations are a comparison point for this category. Review the listed integrations and API support for compatibility with your records.
How is pricing shown?
Products may be free or paid. Paid entries can show a price-on-request note, so ask the provider for current terms when no public price is listed.