Best Fundraising Software with Planned Giving Capabilities

Below are the top-rated Fundraising Software with Planned Giving capabilities, as verified by G2’s Research team. Real users have identified Planned Giving as an important function of Fundraising Software. Compare different products that offer this feature so you can decide which is best for your business needs.

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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7 Listings in Fundraising Available
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    G2 Score
Donorbox
By Donorbox
(807)4.6 out of 5
Optimized for quick response
6th Easiest To Use in Fundraising software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Donorbox is an all-in-one fundraising platform designed to help nonprofits overcome key challenges like donor drop-off, limited resources, and the need for sustainable growth. With fast, easy-to-u

    Users
    • Executive Director
    • Director
    Industries
    • Non-Profit Organization Management
    • Religious Institutions
    Market Segment
    • 96% Small-Business
    • 3% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Donorbox is a fundraising platform that allows organizations to set up and manage their campaigns, accept recurring donations, and track donations and donor engagement.
    • Users like the platform's user-friendly interface, seamless integration with their websites, customizable donation forms, automated donor receipts, and the ability to easily generate QR codes for the page.
    • Users mentioned issues with the processing fees, limited customer service, difficulty in customizing the donor checkout experience, and problems with the user dashboard design.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Donorbox Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    555
    Easy Setup
    313
    Donations Management
    204
    Easy Donations
    187
    Intuitive
    170
    Cons
    High Fees
    129
    Donation Management
    74
    Missing Features
    63
    Fees Issues
    61
    Limited Customization
    61
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Donorbox features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 8.7
    8.4
    Reporting
    Average: 8.2
    8.5
    Automation
    Average: 8.1
    8.4
    Interaction Tracking
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Donorbox
    Company Website
    Year Founded
    2014
    HQ Location
    Arlington County, Virginia
    Twitter
    @Donorbox
    6,144 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    118 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Donorbox is an all-in-one fundraising platform designed to help nonprofits overcome key challenges like donor drop-off, limited resources, and the need for sustainable growth. With fast, easy-to-u

Users
  • Executive Director
  • Director
Industries
  • Non-Profit Organization Management
  • Religious Institutions
Market Segment
  • 96% Small-Business
  • 3% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Donorbox is a fundraising platform that allows organizations to set up and manage their campaigns, accept recurring donations, and track donations and donor engagement.
  • Users like the platform's user-friendly interface, seamless integration with their websites, customizable donation forms, automated donor receipts, and the ability to easily generate QR codes for the page.
  • Users mentioned issues with the processing fees, limited customer service, difficulty in customizing the donor checkout experience, and problems with the user dashboard design.
Donorbox Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
555
Easy Setup
313
Donations Management
204
Easy Donations
187
Intuitive
170
Cons
High Fees
129
Donation Management
74
Missing Features
63
Fees Issues
61
Limited Customization
61
Donorbox features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 8.7
8.4
Reporting
Average: 8.2
8.5
Automation
Average: 8.1
8.4
Interaction Tracking
Average: 8.3
Seller Details
Seller
Donorbox
Company Website
Year Founded
2014
HQ Location
Arlington County, Virginia
Twitter
@Donorbox
6,144 Twitter followers
LinkedIn® Page
www.linkedin.com
118 employees on LinkedIn®
FreeWill
By FreeWill
(18)4.9 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    FreeWill works with nonprofit development teams to ensure they're able to accept impactful gifts, whether given through tax-smart vehicles like donor-advised funds, stocks, or IRAs, or through a legac

    Users
    No information available
    Industries
    • Higher Education
    • Non-Profit Organization Management
    Market Segment
    • 50% Mid-Market
    • 44% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • FreeWill Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    13
    Customer Support
    6
    Intuitive
    6
    Simple
    4
    Features
    3
    Cons
    Expensive
    2
    Low Participation
    2
    Donation Issues
    1
    Time-Consuming
    1
    Understanding Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • FreeWill features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.7
    8.8
    Reporting
    Average: 8.2
    6.0
    Automation
    Average: 8.1
    6.9
    Interaction Tracking
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    FreeWill
    HQ Location
    United States
    LinkedIn® Page
    www.linkedin.com
    252 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

FreeWill works with nonprofit development teams to ensure they're able to accept impactful gifts, whether given through tax-smart vehicles like donor-advised funds, stocks, or IRAs, or through a legac

Users
No information available
Industries
  • Higher Education
  • Non-Profit Organization Management
Market Segment
  • 50% Mid-Market
  • 44% Small-Business
FreeWill Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
13
Customer Support
6
Intuitive
6
Simple
4
Features
3
Cons
Expensive
2
Low Participation
2
Donation Issues
1
Time-Consuming
1
Understanding Issues
1
FreeWill features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.7
8.8
Reporting
Average: 8.2
6.0
Automation
Average: 8.1
6.9
Interaction Tracking
Average: 8.3
Seller Details
Seller
FreeWill
HQ Location
United States
LinkedIn® Page
www.linkedin.com
252 employees on LinkedIn®

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Salesforce Nonprofit Cloud
By Salesforce
(83)4.1 out of 5
View top Consulting Services for Salesforce Nonprofit Cloud
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    1) At Salesforce.org, we believe technology when used for good can change the world. It is the most powerful equalizer of our time, providing access to data, knowledge, and above all, connections. Sal

    Users
    No information available
    Industries
    • Non-Profit Organization Management
    Market Segment
    • 61% Small-Business
    • 35% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Salesforce Nonprofit Cloud Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customizability
    4
    Customization
    4
    Features
    4
    CRM Integration
    2
    Organization
    2
    Cons
    Difficult Learning
    2
    Difficult Setup
    2
    Expertise Required
    2
    Learning Curve
    2
    Setup Difficulty
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Salesforce Nonprofit Cloud features and usability ratings that predict user satisfaction
    7.9
    Has the product been a good partner in doing business?
    Average: 8.7
    9.1
    Reporting
    Average: 8.2
    7.8
    Automation
    Average: 8.1
    9.3
    Interaction Tracking
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Salesforce
    Year Founded
    1999
    HQ Location
    San Francisco, CA
    Twitter
    @salesforce
    584,164 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    78,543 employees on LinkedIn®
    Ownership
    NYSE:CRM
Product Description
How are these determined?Information
This description is provided by the seller.

1) At Salesforce.org, we believe technology when used for good can change the world. It is the most powerful equalizer of our time, providing access to data, knowledge, and above all, connections. Sal

Users
No information available
Industries
  • Non-Profit Organization Management
Market Segment
  • 61% Small-Business
  • 35% Mid-Market
Salesforce Nonprofit Cloud Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customizability
4
Customization
4
Features
4
CRM Integration
2
Organization
2
Cons
Difficult Learning
2
Difficult Setup
2
Expertise Required
2
Learning Curve
2
Setup Difficulty
2
Salesforce Nonprofit Cloud features and usability ratings that predict user satisfaction
7.9
Has the product been a good partner in doing business?
Average: 8.7
9.1
Reporting
Average: 8.2
7.8
Automation
Average: 8.1
9.3
Interaction Tracking
Average: 8.3
Seller Details
Seller
Salesforce
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
584,164 Twitter followers
LinkedIn® Page
www.linkedin.com
78,543 employees on LinkedIn®
Ownership
NYSE:CRM
Read Salesforce Nonprofit Cloud Reviews
Virtuous
By Virtuous
(207)4.4 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    More than just a CRM, Virtuous fully integrates marketing automation, events, online giving, portfolio management, volunteer management, and even more to provide a unified, responsive fundraising plat

    Users
    • Director of Development
    Industries
    • Non-Profit Organization Management
    • Religious Institutions
    Market Segment
    • 63% Small-Business
    • 35% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Virtuous is a marketing and CRM platform designed for non-profit organizations, offering features such as donor management, fundraising, event management, and integration with other tools.
    • Reviewers like the platform's intuitive interface, seamless integration with other tools, quick and helpful support, detailed reports and dashboards, and the flexibility it offers in managing donations and donor relations.
    • Reviewers mentioned limitations in customizing certain fields or reports, high cost for smaller organizations, challenges in implementation, lack of robust marketing tools, and issues with certain features like the search function and bulk update interface.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Virtuous Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    40
    Features
    32
    Automation
    20
    Customer Support
    20
    Donor Management
    18
    Cons
    Missing Features
    18
    Limited Features
    11
    Poor Customer Support
    10
    Limitations
    9
    Technical Issues
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Virtuous features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 8.7
    7.9
    Reporting
    Average: 8.2
    8.2
    Automation
    Average: 8.1
    8.5
    Interaction Tracking
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Virtuous
    Company Website
    Year Founded
    2014
    HQ Location
    Phoenix, AZ
    Twitter
    @VirtuousCRM
    900 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    193 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

More than just a CRM, Virtuous fully integrates marketing automation, events, online giving, portfolio management, volunteer management, and even more to provide a unified, responsive fundraising plat

Users
  • Director of Development
Industries
  • Non-Profit Organization Management
  • Religious Institutions
Market Segment
  • 63% Small-Business
  • 35% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Virtuous is a marketing and CRM platform designed for non-profit organizations, offering features such as donor management, fundraising, event management, and integration with other tools.
  • Reviewers like the platform's intuitive interface, seamless integration with other tools, quick and helpful support, detailed reports and dashboards, and the flexibility it offers in managing donations and donor relations.
  • Reviewers mentioned limitations in customizing certain fields or reports, high cost for smaller organizations, challenges in implementation, lack of robust marketing tools, and issues with certain features like the search function and bulk update interface.
Virtuous Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
40
Features
32
Automation
20
Customer Support
20
Donor Management
18
Cons
Missing Features
18
Limited Features
11
Poor Customer Support
10
Limitations
9
Technical Issues
9
Virtuous features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 8.7
7.9
Reporting
Average: 8.2
8.2
Automation
Average: 8.1
8.5
Interaction Tracking
Average: 8.3
Seller Details
Seller
Virtuous
Company Website
Year Founded
2014
HQ Location
Phoenix, AZ
Twitter
@VirtuousCRM
900 Twitter followers
LinkedIn® Page
www.linkedin.com
193 employees on LinkedIn®
Get a quote
Bonterra Development & Digital (formerly EveryAction)
By Bonterra
(267)4.3 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Bonterra Development & Digital puts power behind your fundraising program within our unified CRM. You'll discover a better, more user-friendly platform to grow donor relationships, track prospects

    Users
    • Executive Director
    • Organizer
    Industries
    • Non-Profit Organization Management
    • Political Organization
    Market Segment
    • 70% Small-Business
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • EveryAction is a CRM tool with integrated features for tracking supporter actions, fundraising, and contact management, primarily used by non-profit organizations and political campaigns.
    • Users like the platform's versatility, allowing them to manage fundraising, send emails, track contributions, and view data all in one place, and appreciate the ease of use, intuitive data entry, and the ability to customize the platform to their needs.
    • Users experienced issues with the product's user experience, particularly when creating lists and reports, found the process to merge and delete contact duplicates cumbersome, and expressed frustration with the lack of documentation for setting up certain features and the limitations in available integrations.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Bonterra Development & Digital (formerly EveryAction) Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    26
    Features
    18
    Intuitive
    12
    Tracking
    10
    Customer Support
    9
    Cons
    Learning Curve
    6
    Poor Customer Support
    6
    Technical Issues
    6
    Difficult Learning
    5
    Difficult Learning Curve
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Bonterra Development & Digital (formerly EveryAction) features and usability ratings that predict user satisfaction
    7.9
    Has the product been a good partner in doing business?
    Average: 8.7
    8.0
    Reporting
    Average: 8.2
    7.5
    Automation
    Average: 8.1
    8.1
    Interaction Tracking
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Bonterra
    Company Website
    Year Founded
    2022
    HQ Location
    Austin, United States
    Twitter
    @BonterraTech
    847 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,289 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Bonterra Development & Digital puts power behind your fundraising program within our unified CRM. You'll discover a better, more user-friendly platform to grow donor relationships, track prospects

Users
  • Executive Director
  • Organizer
Industries
  • Non-Profit Organization Management
  • Political Organization
Market Segment
  • 70% Small-Business
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • EveryAction is a CRM tool with integrated features for tracking supporter actions, fundraising, and contact management, primarily used by non-profit organizations and political campaigns.
  • Users like the platform's versatility, allowing them to manage fundraising, send emails, track contributions, and view data all in one place, and appreciate the ease of use, intuitive data entry, and the ability to customize the platform to their needs.
  • Users experienced issues with the product's user experience, particularly when creating lists and reports, found the process to merge and delete contact duplicates cumbersome, and expressed frustration with the lack of documentation for setting up certain features and the limitations in available integrations.
Bonterra Development & Digital (formerly EveryAction) Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
26
Features
18
Intuitive
12
Tracking
10
Customer Support
9
Cons
Learning Curve
6
Poor Customer Support
6
Technical Issues
6
Difficult Learning
5
Difficult Learning Curve
5
Bonterra Development & Digital (formerly EveryAction) features and usability ratings that predict user satisfaction
7.9
Has the product been a good partner in doing business?
Average: 8.7
8.0
Reporting
Average: 8.2
7.5
Automation
Average: 8.1
8.1
Interaction Tracking
Average: 8.3
Seller Details
Seller
Bonterra
Company Website
Year Founded
2022
HQ Location
Austin, United States
Twitter
@BonterraTech
847 Twitter followers
LinkedIn® Page
www.linkedin.com
1,289 employees on LinkedIn®
Get a quote
Momentum Engagement Platform
By Momentum
(2)5.0 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Momentum is the first AI-powered inbox built specifically for fundraisers. Powered by AI and behavioral science, Momentum makes sure every fundraiser always knows who to get in touch with, when to rea

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Momentum Engagement Platform Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    2
    Easy Setup
    2
    Affordable
    1
    Automation
    1
    Customer Support
    1
    Cons
    Report Generation
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Momentum Engagement Platform features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.7
    6.7
    Reporting
    Average: 8.2
    10.0
    Automation
    Average: 8.1
    10.0
    Interaction Tracking
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Momentum
Product Description
How are these determined?Information
This description is provided by the seller.

Momentum is the first AI-powered inbox built specifically for fundraisers. Powered by AI and behavioral science, Momentum makes sure every fundraiser always knows who to get in touch with, when to rea

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Momentum Engagement Platform Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
2
Easy Setup
2
Affordable
1
Automation
1
Customer Support
1
Cons
Report Generation
1
Momentum Engagement Platform features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.7
6.7
Reporting
Average: 8.2
10.0
Automation
Average: 8.1
10.0
Interaction Tracking
Average: 8.3
Seller Details
Seller
Momentum
Read Momentum Engagement Platform Reviews
HighTide
By HighTide Software
0 ratings
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    HighTide is the next-gen nonprofit CRM, built for—and by—fundraisers and nonprofit leaders to manage every aspect of your organization with ease. Supercharge fundraising, deepen donor relationships, a

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • HighTide features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    HighTide Software
    Year Founded
    2023
    HQ Location
    Ashland, US
    LinkedIn® Page
    www.linkedin.com
    14 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

HighTide is the next-gen nonprofit CRM, built for—and by—fundraisers and nonprofit leaders to manage every aspect of your organization with ease. Supercharge fundraising, deepen donor relationships, a

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
HighTide features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
HighTide Software
Year Founded
2023
HQ Location
Ashland, US
LinkedIn® Page
www.linkedin.com
14 employees on LinkedIn®
Read HighTide Reviews
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