Quick Overview
- 1#1: PG Calc - Delivers precise actuarial calculations and customizable illustrations for all types of planned gifts including CRUTs, CLATs, and bequests.
- 2#2: Crescendo - Offers comprehensive planned giving software with calculations, proposals, donor management, and marketing automation for nonprofits.
- 3#3: StrelCheck - Provides fast and accurate planned gift illustrations and compliance-checked proposals for charitable gift annuities and trusts.
- 4#4: Blackbaud - Enterprise CRM platform with integrated planned giving modules for gift modeling, tracking, and donor relationship management.
- 5#5: GiftLegacy - Builds customized planned giving websites with interactive calculators and marketing tools to engage donors.
- 6#6: OurPlannedGift - Cloud-based platform for creating personalized planned gift proposals and illustrations with donor tracking.
- 7#7: DonorPerfect - Fundraising CRM with built-in planned giving tools for gift calculations, pledges, and campaign management.
- 8#8: NeonCRM - Nonprofit CRM featuring planned giving capabilities for opportunity tracking and gift annuity modeling.
- 9#9: Eagence - Cloud CRM with planned giving workflow automation, calculations, and integration for donor stewardship.
- 10#10: Virtuous - AI-powered CRM that supports planned giving through donor insights, segmentation, and gift opportunity management.
Tools were ranked based on functionality, accuracy in complex calculations (e.g., trusts, annuities), user experience, and overall value, ensuring top performers meet the diverse needs of modern planned giving initiatives.
Comparison Table
Planned giving software streamlines legacy planning efforts, and this comparison table breaks down top tools—including PG Calc, Crescendo, StrelCheck, Blackbaud, GiftLegacy, and more—to help organizations identify features and usability that align with their needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PG Calc Delivers precise actuarial calculations and customizable illustrations for all types of planned gifts including CRUTs, CLATs, and bequests. | specialized | 9.7/10 | 9.9/10 | 8.7/10 | 9.2/10 |
| 2 | Crescendo Offers comprehensive planned giving software with calculations, proposals, donor management, and marketing automation for nonprofits. | specialized | 9.2/10 | 9.6/10 | 8.4/10 | 8.7/10 |
| 3 | StrelCheck Provides fast and accurate planned gift illustrations and compliance-checked proposals for charitable gift annuities and trusts. | specialized | 7.8/10 | 8.5/10 | 9.2/10 | 7.2/10 |
| 4 | Blackbaud Enterprise CRM platform with integrated planned giving modules for gift modeling, tracking, and donor relationship management. | enterprise | 8.2/10 | 9.1/10 | 7.0/10 | 7.5/10 |
| 5 | GiftLegacy Builds customized planned giving websites with interactive calculators and marketing tools to engage donors. | specialized | 7.6/10 | 8.1/10 | 8.7/10 | 8.9/10 |
| 6 | OurPlannedGift Cloud-based platform for creating personalized planned gift proposals and illustrations with donor tracking. | specialized | 7.9/10 | 8.2/10 | 8.5/10 | 7.4/10 |
| 7 | DonorPerfect Fundraising CRM with built-in planned giving tools for gift calculations, pledges, and campaign management. | enterprise | 7.9/10 | 8.2/10 | 7.8/10 | 7.5/10 |
| 8 | NeonCRM Nonprofit CRM featuring planned giving capabilities for opportunity tracking and gift annuity modeling. | enterprise | 7.8/10 | 7.5/10 | 8.2/10 | 8.5/10 |
| 9 | Eagence Cloud CRM with planned giving workflow automation, calculations, and integration for donor stewardship. | enterprise | 7.8/10 | 8.5/10 | 7.2/10 | 7.4/10 |
| 10 | Virtuous AI-powered CRM that supports planned giving through donor insights, segmentation, and gift opportunity management. | enterprise | 6.8/10 | 6.2/10 | 8.7/10 | 6.5/10 |
Delivers precise actuarial calculations and customizable illustrations for all types of planned gifts including CRUTs, CLATs, and bequests.
Offers comprehensive planned giving software with calculations, proposals, donor management, and marketing automation for nonprofits.
Provides fast and accurate planned gift illustrations and compliance-checked proposals for charitable gift annuities and trusts.
Enterprise CRM platform with integrated planned giving modules for gift modeling, tracking, and donor relationship management.
Builds customized planned giving websites with interactive calculators and marketing tools to engage donors.
Cloud-based platform for creating personalized planned gift proposals and illustrations with donor tracking.
Fundraising CRM with built-in planned giving tools for gift calculations, pledges, and campaign management.
Nonprofit CRM featuring planned giving capabilities for opportunity tracking and gift annuity modeling.
Cloud CRM with planned giving workflow automation, calculations, and integration for donor stewardship.
AI-powered CRM that supports planned giving through donor insights, segmentation, and gift opportunity management.
PG Calc
specializedDelivers precise actuarial calculations and customizable illustrations for all types of planned gifts including CRUTs, CLATs, and bequests.
Proprietary calculation engine with real-time IRS table integration for guaranteed compliance
PG Calc is the premier planned giving software solution used by over 2,000 nonprofits to accurately calculate and illustrate complex charitable gifts such as CGAs, CRATs, CRUTs, life estates, and lead trusts. It ensures full IRS compliance with up-to-date mortality tables and discount rates, producing professional, customizable donor proposals and reports. The platform also includes estate planning tools and integrates with popular CRMs for seamless workflow.
Pros
- Unparalleled accuracy and IRS compliance with automatic updates
- Supports virtually every planned gift type with advanced modeling
- Professional illustrations and strong customer support
Cons
- Steep learning curve for non-experts
- Dated user interface
- Premium pricing may deter smaller organizations
Best For
Established nonprofits with active planned giving programs needing the most precise and compliant calculations.
Pricing
Custom subscription pricing starting around $3,000-$5,000 annually based on organization size and modules; free trial available.
Crescendo
specializedOffers comprehensive planned giving software with calculations, proposals, donor management, and marketing automation for nonprofits.
Interactive gift illustration engine that generates professional, branded proposals with dynamic IRS-compliant calculations in minutes.
Crescendo is a comprehensive fundraising software platform tailored for planned giving, offering advanced tools for gift illustrations, donor management, and marketing campaigns. It enables nonprofits to create customized proposals for bequests, charitable gift annuities, trusts, and other planned gifts with real-time calculations compliant with IRS regulations. The platform also includes donor portals, pipeline tracking, and analytics to optimize gift expectancies and stewardship.
Pros
- Extensive library of planned gift calculators and illustrations for CGAs, CRATs, CRUTs, and more
- Robust donor CRM with gift expectancy modeling and segmentation
- Seamless integrations with Blackbaud, WealthEngine, and email platforms
Cons
- Steep learning curve for advanced features
- Pricing can be prohibitive for smaller organizations
- Limited mobile app functionality compared to general CRMs
Best For
Mid-to-large nonprofits with dedicated planned giving teams needing sophisticated gift planning and donor tracking.
Pricing
Custom quote based on users and modules; typically $6,000-$20,000+ annually for mid-sized orgs.
StrelCheck
specializedProvides fast and accurate planned gift illustrations and compliance-checked proposals for charitable gift annuities and trusts.
Real-time verification of IRS Form 8879 filings for gift annuities and charitable remainder trusts
StrelCheck is a niche screening tool designed for nonprofits to verify donor names against IRS records, specifically identifying filings for gift annuities (Form 8879) and charitable remainder trusts. It enables development teams to quickly scan donor lists and uncover planned giving prospects who have already committed to these vehicles with the IRS. While powerful for lead qualification, it focuses solely on verification rather than full planned giving management or illustrations.
Pros
- Unique direct access to IRS planned giving filings
- Rapid bulk screening of donor lists with high accuracy
- Simple upload-and-report interface for quick results
Cons
- Narrow scope limited to gift annuities and CRTs only
- Lacks comprehensive planned giving tools like illustrations or CRM integration
- Costs can escalate with high-volume screening
Best For
Mid-sized nonprofits with large donor databases looking to identify IRS-filed planned gift prospects efficiently.
Pricing
Pay-per-check starting at $0.25/name (volume discounts); subscriptions from $495/month for 2,000 checks.
Blackbaud
enterpriseEnterprise CRM platform with integrated planned giving modules for gift modeling, tracking, and donor relationship management.
Sophisticated gift illustration engine that generates customizable, donor-ready proposals with precise tax and income projections
Blackbaud offers planned giving software integrated into its robust nonprofit CRM platform, such as Raiser's Edge NXT and Blackbaud CRM, allowing organizations to model complex gift scenarios including charitable gift annuities, remainder trusts, bequests, and life insurance gifts. It provides tools for generating professional gift illustrations, marketing campaigns, and donor tracking to streamline solicitation and management. The solution excels in scalability for mid-to-large nonprofits with sophisticated fundraising needs.
Pros
- Comprehensive gift modeling and calculation tools for annuities, trusts, and estates
- Seamless integration with Blackbaud's CRM and fundraising ecosystem
- Advanced reporting and donor segmentation for targeted planned giving campaigns
Cons
- High cost with custom pricing that may overwhelm smaller organizations
- Steep learning curve due to complex interface and extensive features
- Limited standalone use without broader Blackbaud suite commitment
Best For
Mid-to-large nonprofits with established CRM systems seeking integrated, enterprise-level planned giving capabilities.
Pricing
Custom enterprise pricing, typically starting at $10,000+ annually based on modules, users, and organization size; contact sales for quote.
GiftLegacy
specializedBuilds customized planned giving websites with interactive calculators and marketing tools to engage donors.
Free, embeddable calculators supporting complex gift types like GRATs and CLATs with real-time IRS-compliant illustrations
GiftLegacy is a web-based planned giving platform designed for nonprofits, offering embeddable calculators for gift illustrations like bequests, charitable gift annuities (CGAs), charitable remainder trusts (CRUTs), and donor-advised funds. It enables organizations to engage donors directly on their websites with instant, customizable gift scenarios while tracking interactions for marketing insights. The tool emphasizes donor education and lead generation over full CRM functionality.
Pros
- Extensive library of accurate gift calculators for 20+ planned giving vehicles
- Seamless website embedding with custom branding and no coding required
- Free tier available with solid analytics for donor engagement tracking
Cons
- Lacks built-in donor relationship management or CRM integrations
- Limited advanced compliance tools like gift acceptance policies or legal document generation
- Relies heavily on website traffic, less effective for offline donor outreach
Best For
Small to mid-sized nonprofits needing affordable, donor-facing planned giving calculators to boost marketing and lead generation.
Pricing
Free basic plan; Pro plans start at $99/month for advanced customization and unlimited usage.
OurPlannedGift
specializedCloud-based platform for creating personalized planned gift proposals and illustrations with donor tracking.
Branded donor portal allowing prospects to interactively explore and model planned gifts in real-time
OurPlannedGift is a cloud-based planned giving platform that enables nonprofits to create customized gift illustrations for donors, supporting options like bequests, charitable gift annuities (CGAs), remainder trusts, and lead trusts. It provides real-time calculations, proposal generation, and a branded donor portal for self-service gift exploration. The software integrates with popular CRMs such as Blackbaud, Salesforce, and DonorPerfect to streamline donor management and tracking.
Pros
- User-friendly interface for quick gift illustrations and proposals
- Strong donor portal for self-service engagement
- Seamless integrations with major CRM systems
Cons
- Limited advanced modeling for complex trusts compared to enterprise tools
- Reporting and analytics lack depth for large-scale operations
- Pricing can be steep for very small nonprofits
Best For
Mid-sized nonprofits seeking intuitive tools for donor-facing planned gift illustrations and basic management.
Pricing
Subscription-based pricing starts at $295/month for the Starter plan, with Pro ($495/month) and Enterprise (custom) tiers available.
DonorPerfect
enterpriseFundraising CRM with built-in planned giving tools for gift calculations, pledges, and campaign management.
Integrated Planned Giving Center with donor-specific gift illustrations and real-time CRM syncing
DonorPerfect is a comprehensive cloud-based fundraising CRM platform with a dedicated Planned Giving module designed for nonprofits to manage complex gift planning. It provides tools for tracking donor interests in bequests, trusts, annuities, and other deferred gifts, along with gift calculators and customizable illustrations. The software integrates planned giving data directly into the core donor database, enabling seamless prospecting, stewardship, and reporting.
Pros
- Seamless integration with full donor CRM for unified relationship management
- Built-in gift calculators and illustration tools for common planned vehicles like CGAs and CRUTs
- Strong reporting and marketing automation for planned giving campaigns
Cons
- Limited advanced modeling for highly complex estate or financial planning scenarios
- Pricing scales up quickly for smaller organizations with add-ons
- User interface shows some dated elements despite recent updates
Best For
Mid-sized nonprofits needing an integrated CRM with reliable planned giving tools rather than standalone specialist software.
Pricing
Custom subscription pricing starting at ~$100/user/month for base CRM; Planned Giving module included in mid-to-higher tiers or available as ~$50-100/month add-on.
NeonCRM
enterpriseNonprofit CRM featuring planned giving capabilities for opportunity tracking and gift annuity modeling.
Integrated planned giving module with donor portal for self-service pledge tracking and updates
NeonCRM is a cloud-based CRM platform tailored for nonprofits, offering robust planned giving tools within its donor management ecosystem. It enables tracking of bequests, charitable gift annuities, trusts, and other deferred gifts, along with solicitation campaigns and pledge management. The software integrates planned giving data with broader fundraising, events, and membership features for a unified nonprofit operations hub.
Pros
- Affordable all-in-one CRM with seamless planned giving integration
- Intuitive interface and mobile app for donor management
- Strong reporting tools for tracking gift pipelines and donor histories
Cons
- Lacks advanced actuarial calculations found in specialized planned giving software
- Customization for complex gift scenarios can be limited
- Steep learning curve for advanced reporting and integrations
Best For
Small to mid-sized nonprofits seeking an integrated CRM with solid planned giving functionality without needing a standalone tool.
Pricing
Starts at $99/month for up to 500 contacts, scales to $500+/month for larger lists; custom enterprise pricing available.
Eagence
enterpriseCloud CRM with planned giving workflow automation, calculations, and integration for donor stewardship.
Interactive gift illustration tools that generate customizable, shareable proposals for donors
Eagence is a cloud-based fundraising CRM platform tailored for nonprofits, with specialized tools for planned giving including gift illustrations, donor modeling, and legacy gift tracking. It enables organizations to create personalized gift proposals for annuities, trusts, and bequests, while integrating donor management and marketing automation. The software streamlines the entire planned giving process from prospecting to stewardship.
Pros
- Robust planned giving calculators for complex gifts like CGAs and CRUTs
- Integrated CRM for seamless donor tracking and segmentation
- Marketing automation to nurture planned gift prospects
Cons
- Steep learning curve for non-technical users
- Custom pricing can be expensive for smaller organizations
- Limited third-party integrations compared to larger CRMs
Best For
Mid-sized nonprofits needing an all-in-one fundraising CRM with strong planned giving illustration capabilities.
Pricing
Custom pricing starting around $500/month based on user count and features; contact for quote.
Virtuous
enterpriseAI-powered CRM that supports planned giving through donor insights, segmentation, and gift opportunity management.
AI-powered donor journey mapping for personalized planned giving cultivation
Virtuous is an AI-powered CRM platform designed for nonprofits, particularly faith-based organizations, offering donor management, fundraising automation, and engagement tools. It supports planned giving through donor tracking, pledge management, and relationship cultivation features, but lacks specialized tools like gift illustrations or annuity calculators. Overall, it's a versatile fundraising solution with some applicability to legacy giving strategies.
Pros
- Intuitive, modern interface with excellent mobile app
- Strong automation and AI-driven donor insights for engagement
- Robust integrations with payment processors and email tools
Cons
- Limited specialized planned giving features like gift planning calculators
- Pricing can be steep for smaller organizations
- Reporting for complex legacy gifts is basic
Best For
Mid-sized nonprofits needing an all-in-one CRM with basic planned giving support alongside general fundraising.
Pricing
Custom quote-based pricing, typically starting at $400-$600/month based on contacts and features, with annual contracts.
Conclusion
The top planned giving software tools reviewed deliver specialized solutions, with PG Calc leading as the top choice for its precise actuarial calculations and extensive customization across CRUTs, CLATs, and bequests. Crescendo stands out for its comprehensive suite including donor management and marketing automation, while StrelCheck impresses with its rapid, compliance-validated proposals for charitable gift annuities and trusts. Each tool caters to unique organizational needs, ensuring nonprofits find the right fit.
Don’t miss out—explore PG Calc to leverage its tailored features for driving meaningful donor relationships and successful legacy giving initiatives.
Tools Reviewed
All tools were independently evaluated for this comparison