What Giving Docs does

Giving Docs is a private for-profit software company founded in 2017 and headquartered in Austin, Texas, that provides a custom-branded estate planning platform to nonprofit organizations. The platform enables nonprofits to offer their donors will creation, revocable living trusts (CA), codicils, beneficiary designations, financial and medical directives, alongside current-giving tools for donor-advised funds, stock gifts, and qualified charitable distributions from IRAs. Underlying technology delivers a behaviorally-informed user experience with documents compliant across all 50 states and the District of Columbia, hosted on SOC 2-certified infrastructure, and includes a Partner Portal for tracking disclosed gifts and stewarding donor relationships. Founded and led by Dan Barasch (CEO) alongside co-founders Robert Guice (CTO) and Gavin Gillas, the company operates with an 11–50 person team.

The company operates a B2B subscription model, licensing the platform to nonprofit organizations that deploy it under their own brand to engage donors in planned giving programs. Its go-to-market combines enterprise field sales (driven by a "Book a demo" consultative process with quote-based pricing) with content marketing through blogs, educational resources, and lead-generation tools such as a Handraiser Calculator. Direct-to-individual donor access is offered as a secondary channel via a "For Individuals" pathway.

Named customers include Feeding America, Hanover College, and Central Park Conservancy, all of whom have publicly credited the platform with surfacing documented planned gift commitments at yields exceeding traditional direct-marketing efforts. The company positions its offering as a tool for nonprofits to deepen donor relationships beyond single gifts, demonstrating real program impact through disclosed-gift tracking.

Name

Giving Docs

Legal name

Giving Docs

Website

https://givingdocs.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Giving Docs is a custom-branded estate planning platform for nonprofit organizations, enabling donors to create wills, trusts, and charitable giving documents. The Austin, Texas-based company licenses its SaaS platform to nonprofits to support planned giving programs.

Ownership category

akta.pro rank

Product category

Estate Planning Software

NAICS

Grantmaking and Giving Services (81321), Other Grantmaking and Giving Services (813219), Grantmaking and Giving Services (8132), Trusts, Estates, and Agency Accounts (52592)

akta.pro primary industry

Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD)

akta.pro secondary industries

Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH), Philanthropic & Charitable Trust Services (FSAAANAI), Grantmaking & Philanthropic Funds (Institutional Donors) (BPADAOAB)

Keywords

• Estate planning software
• Planned giving platform
• Nonprofit fundraising tools
• Will creation platform
• Legacy giving solutions

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations

Revenue model

1. Platform Subscription for Nonprofits: Giving Docs provides its estate planning platform to nonprofit organizations on a subscription or licensing basis, enabling them to offer branded will creation and planned giving tools to their donors. Nonprofits pay for access to the platform and tools to grow their planned giving programs.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Giving Docs provides a custom-branded, donor-centric estate planning platform for nonprofit organizations. Donors use the platform to create wills, revocable living trusts, codicils, beneficiary designations, financial powers of attorney, medical directives, and current giving instruments (donor-advised funds, stock gifts, IRAs/QCDs), with legal documents compliant across all 50 states and D.C. Nonprofits access a Partner Portal to track disclosed gifts and steward donor relationships.

Product overview

Giving Docs is a single unified estate planning platform designed for nonprofits. The platform consists of estate planning tools (Wills, Revocable Living Trust for California, Codicils, Beneficiary Designations, Financial Power of Attorney, and Medical Directives) paired with current giving tools (Donor Advised Funds, Stock Gifts, and Individual Retirement Accounts/Qualified Charitable Distributions). The platform is custom-branded for each nonprofit organization and includes a Partner Portal for tracking disclosed gifts and stewarding donor relationships.

Differentiator

Problem solved

Functional benefit

Products and services

• Giving Docs Estate Planning Platform A custom-branded estate planning platform delivered to nonprofit organizations on a subscription basis, enabling their donors to create wills, revocable living trusts, codicils, beneficiary designations, financial powers of attorney, medical directives, and current giving instruments (donor-advised funds, stock gifts, IRAs/QCDs). Documents are compliant across all 50 states and D.C., and a Partner Portal lets nonprofits track disclosed gifts and steward donor relationships.

Quantifiable outcome

• More documented planned gift commitments and notifications of previously unknown gifts compared to traditional direct marketing

Named customers3 records

Segments2 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• FreeWill: FreeWill is a direct competitor offering a free online estate planning platform widely adopted by nonprofits for planned giving programs. It targets the same nonprofit-donor dual GTM and competes head-to-head on will creation, beneficiary tools, and QCD/DAF support.
• Trust & Will: Trust & Will is a direct-to-consumer estate planning platform offering wills, trusts, and related documents online. It overlaps with Giving Docs' document suite and individual donor use cases, though its primary GTM is consumer rather than nonprofit.
• Wealth.com: Wealth.com is an estate planning platform serving financial advisors and wealth management firms with document generation and client collaboration tools. It overlaps with Giving Docs on the underlying estate planning document engine and 50-state compliance capabilities.
• PG Calc: PG Calc provides planned giving software and consulting to nonprofits, including gift calculators and donor management. It is a direct competitor serving the same nonprofit planned giving market with deeper analytics and consulting-led services.
• Crescendo Interactive: Crescendo Interactive is an established planned giving marketing and CRM platform for nonprofits. It serves the same planned giving buyer (nonprofit development teams) with overlapping software functionality around gift illustrations, donor stewardship, and marketing.

Regional players

• Bloomerang: Bloomerang is a donor management and fundraising CRM for U.S. nonprofits. It is comparable as a software platform sold into the same nonprofit development buyer that purchases Giving Docs, and represents a potential integration or channel partner.

Emerging players

• Vanilla: Vanilla is an estate planning software platform for financial advisors with similar document-generation functionality. It competes on adjacent channels (RIAs and wealth firms) that Giving Docs could expand into.
• Everplans: Everplans is an end-of-life planning platform providing digital storage and document creation for wills, healthcare directives, and legacy information. It is comparable in addressing the same consumer planning workflow that Giving Docs' individual donor portal targets.
• Snug: Snug is an online estate planning service offering wills, healthcare directives, and trusts to consumers. It overlaps with the underlying document-generation technology stack and competes for individual donors in the same end market.

Broad incumbents

• LegalZoom: LegalZoom is a broad incumbent offering wills, trusts, and estate planning documents alongside a much wider legal services portfolio. It is comparable as an alternative for both individual donors and small nonprofits evaluating self-service estate planning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Giving Docs