# Giving Docs
> Giving Docs is on a mission to build a better world by helping to grow planned giving programs. Our online estate and gift planning platform empowers nonprofit organizations to dramatically amplify bequests, while enabling people to create more impactful legacies.

Canonical page: https://marketplace.virtuous.org/partners/giving-docs
Marketplace: Virtuous Marketplace
Last updated: 2026-05-01
Logo: https://assets.partnerfleet.app/mtx5h4vvh0u1ic01gvxj4r3224r2

## At a glance
- Services: [Legacy Giving & Estate Planning](https://marketplace.virtuous.org/t/service-solutions/fundraising-and-development/legacy-giving-and-estate-planning)
- Vertical Focus: All Nonprofits
- Website: [www.about.givingdocs.com](https://www.about.givingdocs.com/)

## Call to actions
- **Contact Us** — submit the contact form on https://marketplace.virtuous.org/partners/giving-docs
- [Learn More](https://www.about.givingdocs.com/)

## About
Empower your supporters to create their wills and other estate plans and leave meaningful gifts—all at no cost to them. Giving Docs helps your organization bridge the gap from intention to action.  Our comprehensive suite of tools empower donors to both create or amend estate plans and document legacy gift intentions.Our platform includes robust tracking and reporting tools, ensuring nonprofits can engage donors and measure impact effortlessly.

## Services
- **Offerings:** — For Organizations:Custom Branded Landing PageYour dedicated client success manager will work with you to design a Giving Docs landing page tailored to your organization, featuring approved logos, colors, and imagery for a seamless brand experience.Comprehensive Marketing & Communications SupportWe provide a full-service strategy to integrate Giving Docs into your existing planned giving marketing efforts, amplifying engagement. Your client success manager will collaborate with you to develop a campaign launch plan, refine marketing strategies, and craft custom messaging. Through ongoing meetings, they will track engagement, analyze results, and adjust strategies to maximize impact.For Donors:Our all-in-one platform equips donors to create or update their estate plans while documenting their legacy gift intentions.Estate Planning Tools: Wills, Revocable Living Trust (for California residents), Codicils, Beneficiary Designations, Financial Power of Attorney, and Advance Healthcare Directive.Current Giving Tools: Donor-Advised Funds, Stock Gifts, and Qualified Charitable Distributions.

## Resources
- [Ask a Responsive Fundraiser: Planned Giving Edition](https://virtuous.org/blog/ask-a-responsive-fundraiser-planned-giving/)
- [Charitable Giving Trends and Strategies: A Behavior-Driven Approach](https://www.givingdocs.com/paper/7/charitable-giving-trends)
- [Unlocking the Potential of Planned Giving for Your Nonprofit with Brantley Boyett- What the fundraising the podcast](https://malloryerickson.com/podcast/229-unlocking-the-potential-of-planned-giving-for-your-nonprofit-with-brantley-boyett/) — In this episode of What the Fundraising, Mallory is joined by Brantley Boyett, co-founder and president of GivingDocs, to unpack the world of planned giving, behavioral science, and the role of AI in fundraising. With a background as a reformed attorney and years of research alongside Duke University, Brantley brings a wealth of insights into how nonprofits can unlock the potential of legacy giving—no matter their size.Mallory and Brantley break down common misconceptions around planned giving, including why it doesn’t have to be intimidating, and how organizations can integrate AI-driven behavioral insights to communicate more effectively with donors. Brantley shares what nonprofits need to have in place before launching a planned giving program, and how technology can help – but not replace – the essential human relationships at the heart of giving.