Best Fundraising Software with Planned Giving Capabilities

How Many Fundraising Software Products Does G2 Track?

Total Products under this Category: 392

Category Stats (Sep 2026)

  • Average Rating: 4.28/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Raise (+5.88%) - Among all products in this category, Raise recorded the largest rating increase compared to last month

Last updated: September 15, 2026

How Does G2 Rank Fundraising Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 17,200+ Authentic Reviews
  • 392+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Fundraising Software

G2 Grid® for Fundraising Software plotting products by satisfaction and market presence

Highlighted products: Givebutter, Donorbox, Zeffy, Bloomerang CRM, Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud), Bonterra Network for Good, Bonterra OneCause, and Blackbaud Raiser's Edge NXT.

Underlying data: [Grid® JSON](https://www.g2.com/categories/fundraising/grids.json?focus%5B%5D=givebutter&focus%5B%5D=donorbox&focus%5B%5D=zeffy&focus%5B%5D=bloomerang-crm&focus%5B%5D=agentforce-nonprofit-formerly-salesforce-nonprofit-cloud&focus%5B%5D=bonterra-network-for-good&focus%5B%5D=bonterra-onecause&focus%5B%5D=blackbaud-raiser-s-edge-nxt)

Donorbox

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-use donation forms, an AI-powered CRM, and seamless in-person giving options like Donorbox Live™ Kiosk, we empower organizations to maximize donations, build lasting donor relationships, and streamline their fundraising efforts – online and on-location. Join 100K+ nonprofits who trust Donorbox to grow their impact and sustain their mission.

Average Rating: 4.6/5.0

Total Reviews: 1,524

How Do G2 Users Rate Donorbox?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.8/10)
  • Reporting & Statistics: 8.4/10 (Category avg: 8.2/10)
  • Automation: 8.4/10 (Category avg: 8.2/10)
  • Interaction Tracking: 8.3/10 (Category avg: 8.4/10)

Who Is the Company Behind Donorbox?

  • Seller: Donorbox
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Arlington County, Virginia
  • Twitter: @Donorbox
    6,037 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    155 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Executive Director, Director
  • Top Industries: Non-Profit Organization Management, Religious Institutions
  • Company Size: 86% Small, 3% Medium

What Do G2 Reviewers Say About Donorbox?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of Donorbox, making online donations and setup quick and simple.
  • Users love the easy setup of Donorbox, allowing for quick and efficient fundraising campaign creation.
  • Users highlight the setup ease of Donorbox, enabling quick integration and efficient fundraising in minutes.
  • Users appreciate the easy setup and cost-effectiveness of Donorbox, making it ideal for volunteer-run organizations.
  • Users appreciate the low fees and quick setup of Donorbox, which simplifies fundraising and facilitates effective campaigns.
Cons
  • Users are frustrated with high fees that reduce the donations received by their nonprofits significantly.
  • Users express concern over transaction fees that reduce the impact of their donations, especially for smaller amounts.
  • Users feel that the pricing issues for integrations and premium features may be excessive for small-scale fundraisers.
  • Users express frustration with payment issues, citing fees and the need for multiple accounts for processing donations.
  • Users feel that the limited customization options hinder their ability to tailor Donorbox to their needs effectively.

What Are Recent G2 Reviews of Donorbox?

What Are G2 Users Discussing About Donorbox?

Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)

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. Salesforce.org (http://salesforce.org/) offers solutions built on the Salesforce platform, designed for the needs of nonprofits, educational institutions, and foundations. As a social enterprise, the more missions our technology supports, the more we’re able to invest back into innovation and communities, creating an endless circle of good. 2) The Nonprofit Cloud offers nonprofits solutions in: * Fundraising * Reporting and Analytics * Income Management * Donor Engagement * Donation Management * Marketing Communications and Engagement * Personalized Journeys * Marketing Automation * Community Portals * Attribution & AI * Program Management and Service Delivery * Program Delivery * Grants Management * Impact Measurement * Volunteer Management * Advocacy * Hotline/Helpline Management * Case Management * Project Management * Salesforce.org (http://salesforce.org/) also offers Foundations and grantmaking nonprofits outbound grants management solutions. 3) The Nonprofit Cloud has solutions to help you manage and deliver your programs and services, raise more funds, engage more effectively with your stakeholders, and understand and share your impact all on a single technology platform. And you don't have to go it alone. Nonprofits have unique technology needs so Salesforce.org (http://salesforce.org/) offers Success Services for: * Always-on expertise: learn from the people who know Salesforce best * Data-driven insights: plan your strategic roadmap * Design-led innovation: create experiences that delight your constituents We also have an incredible ecosystem of implementation partners with subject matter expertise to help you get your system configured right the first time and up and running quickly and effectively. Nonprofits everywhere are choosing the #1 CRM platform over Salesforce competitors like never before. Join them. * 89% of Salesforce.org customers say Salesforce has helped improve their ability to achieve their mission * +49% faster response to constituents * +24% donor retention * -32% service and support costs * -17% cost per dollar raised

Average Rating: 4.1/5.0

Total Reviews: 82

How Do G2 Users Rate Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)?

  • Has the product been a good partner in doing business?: 7.8/10 (Category avg: 8.8/10)
  • Reporting & Statistics: 9.1/10 (Category avg: 8.2/10)
  • Automation: 7.8/10 (Category avg: 8.2/10)
  • Interaction Tracking: 9.3/10 (Category avg: 8.4/10)

Who Is the Company Behind Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)?

  • Seller: Salesforce
  • Year Founded: 1999
  • HQ Location: San Francisco, CA
  • Twitter: @salesforce
    579,511 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    89,711 employees on LinkedIn®
  • Ownership: NYSE:CRM

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management
  • Company Size: 62% Small, 34% Medium

What Do G2 Reviewers Say About Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)?

AI-generated summary from verified user reviews

Pros
  • Users value the customizability of Agentforce Nonprofit, enhancing fundraising and program management with tailored features.
  • Users value the customization capabilities of Agentforce Nonprofit, enhancing fundraising and program management efficiency.
  • Users value the customizability and extensive features of Agentforce Nonprofit, enhancing fundraising and program management.
  • Users appreciate the customizable CRM integration of Agentforce Nonprofit, enhancing program management and transaction efficiency.
  • Users value the robust data storage of Agentforce Nonprofit, facilitating easy information retrieval and access.
Cons
  • Users find the confusing terminology challenging when managing data, though training improves their experience.
  • Users find it takes time to acclimate due to the difficult learning curve compared to other Salesforce products.
  • Users find the difficult learning curve challenging as it differs from other Salesforce products.
  • Users find the product expensive due to aggressive billing and subpar customer service and implementation issues.
  • Users find the high fees and aggressive billing process a significant drawback of Agentforce Nonprofit.

What Are Recent G2 Reviews of Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)?

What Are G2 Users Discussing About Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)?

FreeWill

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 legacy commitment in a will or trust. Never miss a gift with FreeWill’s suite of products: Planned Giving Suite includes: - Legacy Gifts - Estate Planning Tools - Featureships Smart Giving Suite includes: - Donor-Advised Funds - Stocks & Securities - Qualified Charitable Distributions - Crypto

Average Rating: 4.9/5.0

Total Reviews: 18

How Do G2 Users Rate FreeWill?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • Reporting & Statistics: 8.8/10 (Category avg: 8.2/10)
  • Automation: 6.0/10 (Category avg: 8.2/10)
  • Interaction Tracking: 6.9/10 (Category avg: 8.4/10)

Who Is the Company Behind FreeWill?

Who Uses This Product?

  • Top Industries: Higher Education, Non-Profit Organization Management
  • Company Size: 50% Medium, 44% Small

What Are Recent G2 Reviews of FreeWill?

Virtuous CRM+

Virtuous CRM+ is the AI-powered, Responsive donor management platform that brings your fundraising data and workflows into one modern, connected system. Virtuous CRM+ equips fundraisers to personalize outreach across the entire giving journey and automate internal work. Key Capabilities: - Unified fundraising data in one connected platform to give fundraisers a complete 360-degree view of every donor’s giving, engagement, and relationships. - Real-time donor behavior and engagement insights to reveal timely opportunities for outreach and deepen donor connection. - Automated workflows and task assignments to trigger personalized emails, calls, texts, and actions based on real-time donor behavior. - Integrated email, SMS, and online giving tools to simplify multichannel communication and keep donor journeys consistent and relevant. - Dynamic segmentation powered by real-time data to help teams deliver targeted campaigns that drive stronger results. - Advanced reporting and operational tools to analyze trends, monitor KPIs, and support finance, development, and leadership needs. Seamless Integration With Other Virtuous Products: - Frictionless online giving experiences using Virtuous Raise to increase conversions, recurring gifts, and average gift size. - AI-powered donor profile enrichment using Virtuous Insights to identify high-potential donors. - Enterprise-grade reporting using Virtuous Analytics to forecast performance and inform strategic decisions. - Event and volunteer management using Virtuous Volunteer to unify giving and service data. - AI-generated outreach using Virtuous Momentum to accelerate personalized communication. Nonprofits Using Virtuous CRM+ Have Seen: - 12% increase in donor retention - 0% increase in average gift size - 20% decrease in administrative time Virtuous CRM+ helps nonprofits build deeper donor relationships, automate what matters most, and grow generosity with clarity and confidence.

Average Rating: 4.3/5.0

Total Reviews: 280

How Do G2 Users Rate Virtuous CRM+?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.8/10)
  • Reporting & Statistics: 8.0/10 (Category avg: 8.2/10)
  • Automation: 8.3/10 (Category avg: 8.2/10)
  • Interaction Tracking: 8.5/10 (Category avg: 8.4/10)

Who Is the Company Behind Virtuous CRM+?

  • Seller: Virtuous
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Phoenix, AZ
  • Twitter: @VirtuousCRM
    892 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    204 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director of Development
  • Top Industries: Non-Profit Organization Management, Religious Institutions
  • Company Size: 63% Small, 35% Medium

What Do G2 Reviewers Say About Virtuous CRM+?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive interface of Virtuous CRM+, making it easy to navigate and manage tasks.
  • Users value the intuitive interface of Virtuous CRM+, making it easy and efficient to navigate and use.
  • Users value the knowledgeable and helpful customer support of Virtuous CRM+, enhancing their experience and efficiency.
  • Users love the easy integrations of Virtuous CRM+, streamlining their work for email marketing and event tracking.
  • Users love the intuitive email marketing features of Virtuous CRM+, streamlining their outreach and donor engagement effortlessly.
Cons
  • Users find Virtuous CRM+ expensive for small enterprises, albeit acknowledging its overall quality and effectiveness.
  • Users find form design issues limit practicality for information collection and desire more customization options.
  • Users note integration issues with Virtuous CRM+, impacting functionality despite some helpful event capabilities.
  • Users wish for more customization options in forms to enhance their experience with Virtuous CRM+.
  • Users find that payment issues with forms often hinder effective information collection and payment processing.

What Are Recent G2 Reviews of Virtuous CRM+?

What Are G2 Users Discussing About Virtuous CRM+?

Bonterra EveryAction

Bonterra EveryAction 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, grants, and pledges, cultivate planned giving, run custom reports, and ultimately raise more money. Boost your nonprofit's digital marketing efforts by running optimized, targeted, multi-channel digital campaigns that drive results and increase fundraising and engagement with EveryAction.

Average Rating: 4.3/5.0

Total Reviews: 281

How Do G2 Users Rate Bonterra EveryAction?

  • Has the product been a good partner in doing business?: 7.9/10 (Category avg: 8.8/10)
  • Reporting & Statistics: 8.0/10 (Category avg: 8.2/10)
  • Automation: 7.5/10 (Category avg: 8.2/10)
  • Interaction Tracking: 8.1/10 (Category avg: 8.4/10)

Who Is the Company Behind Bonterra EveryAction?

  • Seller: Bonterra
  • Company Website:
  • Year Founded: 2022
  • HQ Location: Austin, United States
  • Twitter: @BonterraTech
    922 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,329 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Executive Director, Organizer
  • Top Industries: Non-Profit Organization Management, Civic & Social Organization
  • Company Size: 71% Small, 27% Medium

What Do G2 Reviewers Say About Bonterra EveryAction?

AI-generated summary from verified user reviews

Pros
  • Users find Bonterra EveryAction to have excellent ease of use, allowing nonprofits to manage campaigns smoothly and efficiently.
  • Users praise the seamless integration and versatility of Bonterra EveryAction, enhancing contact management and audience segmentation.
  • Users value the sophisticated integrations of Bonterra EveryAction, enabling seamless functionality across various organizing tools.
  • Users value the robust tracking capabilities of Bonterra EveryAction, enabling efficient fundraising and comprehensive data management.
  • Users appreciate the ease of email communication with EveryAction, enjoying seamless organization and integration for their campaigns.
Cons
  • Users face a steep learning curve with Bonterra EveryAction, making adaptation challenging for those unfamiliar with the system.
  • Users find difficult learning due to the lack of a user guide and a steep learning curve for the interface.
  • Users experience limited customization options, affecting user-friendly tools and reporting capabilities in Bonterra EveryAction.
  • Users find the interface not intuitive, making navigation and basic tasks unnecessarily complex for beginners.
  • Users find Bonterra EveryAction not user-friendly, citing its complex interface and confusing navigation as major hurdles.

What Are Recent G2 Reviews of Bonterra EveryAction?

Virtuous Momentum

Virtuous Momentum is the AI-powered fundraising agent that helps mid-level and major gift officers accelerate giving through daily outreach prioritization, personalized email drafts, and intelligent donor plans. Key Capabilities: - Daily priority lists powered by agentic AI to show fundraisers exactly which donors to contact and why. - AI-crafted email drafts in the fundraiser’s voice to personalize outreach at scale and reduce writing time. - Adaptive donor plans that evolve in real time to guide next steps and maintain consistent cultivation across large portfolios. - Automatic CRM logging of emails, calls, notes, and meetings to eliminate administrative work and maintain clean data. - Smart reminders and milestone alerts to ensure gift officers never miss stewardship moments, pledges, or follow-ups. - Prospect discovery and opportunity surfacing to highlight donors with giving potential using behavioral, network, and wealth data. - Inbox and portfolio intelligence to reveal patterns, momentum, and engagement trends across donor groups. - Enterprise-ready integrations and governance controls to support secure deployments in sophisticated fundraising teams. Nonprofits Using Virtuous Momentum Have Seen: - 6x increase in outreach efficiency - 8.3 seconds per email send time - 17% increase in donations Virtuous Momentum helps fundraisers treat their donors more like humans with the help of AI.

Average Rating: 4.5/5.0

Total Reviews: 3

How Do G2 Users Rate Virtuous Momentum?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • Reporting & Statistics: 7.8/10 (Category avg: 8.2/10)
  • Automation: 8.9/10 (Category avg: 8.2/10)
  • Interaction Tracking: 10.0/10 (Category avg: 8.4/10)

Who Is the Company Behind Virtuous Momentum?

  • Seller: Virtuous
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Phoenix, AZ
  • Twitter: @VirtuousCRM
    892 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    204 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Medium, 33% Small

What Are Recent G2 Reviews of Virtuous Momentum?

HighTide

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, and gain a crystal-clear picture of your efforts—all in a system tailor-made to your mission to maximize your impact. • Donor Management: Build comprehensive donor profiles, manage households, and track every interaction to deepen relationships and enhance fundraising efforts. • Fundraising Tools: Manage gifts, pledges, and campaigns with a complete picture of how donors and prospects engage with your organization. • Moves Management: Refuel your pipeline and grow your donor base, managing all of the details with intuitive task management, file storage, and tracking that’s created just for you. • Custom Database: Track everything important to your organization: fundraising, people, programs, volunteers, grants, facilities, operations, and more - with a database built to the exact needs of your organization by our team of experts. • Comprehensive Reporting & Insights: Gain actionable insights through custom dashboards, visual reports, and advanced segmentation to inform strategic decisions with more visibility than ever before on your impact. • AI Importing: Reclaim hours and have pristine data using AI importing for batch entry, data cleanup, validation, and formatting. • Enterprise Security: HighTide has been created with security at the forefront. It’s capable of supporting enterprise-level data security standards for any organization, with HIPAA and FERPA compliance, PCI-DSS Level 2 certification, advanced data encryption, and 24/7 security monitoring.

Who Is the Company Behind HighTide?