# Givingdocs

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/givingdocs
- **Dataset:** https://optimly.ai/brand/givingdocs.json
- **Markdown:** https://optimly.ai/brand/givingdocs/llms.txt
- **Official website:** https://givingdocs.com
- **Slug:** givingdocs
- **Categories:** sales-crm

## Overview

- **Tagline:** Offers a comprehensive suite of legally compliant tools (all 50 states and D.C.) delivered through a custom-branded, easy-to-use platform that leverages behavioral science to simplify the donor experience, deepen relationships, and improve staff efficiency by tracking gifts and providing resources for donor stewardship.
Source: Brand's website (https://givingdocs.com) · 2026-10-04

- **Description:** Givingdocs is a platform that empowers non-profits to grow their planned giving programs by offering supporters an easy-to-use, branded estate planning platform. It helps donors create or amend estate plans and document legacy gift intentions, while also providing tools for current giving, backed by behavioral science to guide donors and improve staff efficiency.
Source: Brand's website (https://givingdocs.com) · 2026-10-04

## Offerings

- **Core capabilities:**
  - A custom-branded
  - donor-centric platform offering estate planning tools (Wills
  - Revocable Living Trust
  - Codicils
  - Beneficiary Designations
  - Financial Power of Attorney
  - Medical Directives) and current giving tools (Donor Advised Funds
  - Stock Gifts
  - Individual Retirement Accounts/Qualified Charitable Distributions).
Source: Brand's website (https://givingdocs.com) · 2026-10-04

- **Pricing:** Not explicitly mentioned in the provided text.
Source: Brand's website (https://givingdocs.com) · 2026-10-04

## Audience

- **Target industry:** Non-profit organizations looking to streamline and grow their planned giving programs and engage donors in legacy giving.
Source: Brand's website (https://givingdocs.com) · 2026-10-04

Page last updated 2026-10-17.