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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.
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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
(1,214)4.6 out of 5
Optimized for quick response
6th Easiest To Use in Fundraising software
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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
    • 88% 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 platform that facilitates the process of receiving donations for various organizations and causes.
    • Reviewers frequently mention the ease of setup, user-friendly interface, and the ability to handle recurring donations as key benefits of using Donorbox.
    • Users experienced issues with the length of time for payout, the lack of customization options, and the confusion in setting up certain features like Apple Pay.
  • 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
    423
    Easy Setup
    319
    Setup Ease
    263
    Donations Management
    224
    Fundraising
    177
    Cons
    High Fees
    104
    Pricing Issues
    82
    Donation Management
    80
    Payment Issues
    69
    Limited Customization
    63
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Donorbox features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 8.7
    8.4
    Reporting
    Average: 8.2
    8.4
    Automation
    Average: 8.1
    8.3
    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
    6,090 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    148 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
  • 88% 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 platform that facilitates the process of receiving donations for various organizations and causes.
  • Reviewers frequently mention the ease of setup, user-friendly interface, and the ability to handle recurring donations as key benefits of using Donorbox.
  • Users experienced issues with the length of time for payout, the lack of customization options, and the confusion in setting up certain features like Apple Pay.
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
423
Easy Setup
319
Setup Ease
263
Donations Management
224
Fundraising
177
Cons
High Fees
104
Pricing Issues
82
Donation Management
80
Payment Issues
69
Limited Customization
63
Donorbox features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 8.7
8.4
Reporting
Average: 8.2
8.4
Automation
Average: 8.1
8.3
Interaction Tracking
Average: 8.3
Seller Details
Seller
Donorbox
Company Website
Year Founded
2014
HQ Location
Arlington County, Virginia
Twitter
@Donorbox
6,090 Twitter followers
LinkedIn® Page
www.linkedin.com
148 employees on LinkedIn®
(86)4.1 out of 5
View top Consulting Services for Salesforce Nonprofit Cloud
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  • 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
    • 62% 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
    2
    Customization
    2
    Features
    2
    CRM Integration
    1
    Donations Management
    1
    Cons
    Confusing Terminology
    1
    Difficult Learning
    1
    Difficult Learning Curve
    1
    Learning Curve
    1
    Training Required
    1
  • 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
    Year Founded
    1999
    HQ Location
    San Francisco, CA
    Twitter
    @salesforce
    577,838 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    86,064 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
  • 62% 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
2
Customization
2
Features
2
CRM Integration
1
Donations Management
1
Cons
Confusing Terminology
1
Difficult Learning
1
Difficult Learning Curve
1
Learning Curve
1
Training Required
1
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
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
577,838 Twitter followers
LinkedIn® Page
www.linkedin.com
86,064 employees on LinkedIn®
Ownership
NYSE:CRM

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  • 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
    12
    Intuitive
    6
    Customer Support
    5
    Features
    3
    Free Services
    3
    Cons
    Expensive
    2
    Low Participation
    2
    Donation Issues
    1
    Time-Consuming
    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
    251 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
12
Intuitive
6
Customer Support
5
Features
3
Free Services
3
Cons
Expensive
2
Low Participation
2
Donation Issues
1
Time-Consuming
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
251 employees on LinkedIn®
(215)4.4 out of 5
Optimized for quick response
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Director of Development
    Industries
    • Non-Profit Organization Management
    • Religious Institutions
    Market Segment
    • 62% Small-Business
    • 36% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Virtuous CRM+ 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
    14
    Customer Support
    10
    Features
    10
    Automation
    8
    Integrations
    8
    Cons
    Missing Features
    7
    Limitations
    5
    Poor Customer Support
    4
    Expensive
    3
    Limited Features
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Virtuous CRM+ 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
    902 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    200 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Director of Development
Industries
  • Non-Profit Organization Management
  • Religious Institutions
Market Segment
  • 62% Small-Business
  • 36% Mid-Market
Virtuous CRM+ 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
14
Customer Support
10
Features
10
Automation
8
Integrations
8
Cons
Missing Features
7
Limitations
5
Poor Customer Support
4
Expensive
3
Limited Features
3
Virtuous CRM+ 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
902 Twitter followers
LinkedIn® Page
www.linkedin.com
200 employees on LinkedIn®
(279)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 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

    Users
    • Executive Director
    • Organizer
    Industries
    • Non-Profit Organization Management
    • Political Organization
    Market Segment
    • 71% Small-Business
    • 27% 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 contact management and database tool that integrates across teams for organizing, communications, and development, and Bonterra is a software that offers fundraising, CRM, email outreach, and event planning capabilities.
    • Users like the user-friendly interface of EveryAction, its ability to manage contacts effectively, track email metrics, and its integration with other systems, while Bonterra is appreciated for its reliability, user-friendliness, and efficient all-in-one solutions.
    • Users reported limitations in EveryAction's applications, difficulty in understanding the platform due to its numerous features, issues with data segmentation and duplicate detection, and slow customer support response, while Bonterra was criticized for its lack of user-friendliness and intuitive use, and missing capabilities.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Bonterra 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
    21
    Features
    18
    Integrations
    10
    Intuitive
    9
    Customer Support
    8
    Cons
    Learning Curve
    10
    Difficult Learning
    8
    Not User-Friendly
    8
    Limited Customization
    7
    Not Intuitive
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Bonterra 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
    913 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 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

Users
  • Executive Director
  • Organizer
Industries
  • Non-Profit Organization Management
  • Political Organization
Market Segment
  • 71% Small-Business
  • 27% 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 contact management and database tool that integrates across teams for organizing, communications, and development, and Bonterra is a software that offers fundraising, CRM, email outreach, and event planning capabilities.
  • Users like the user-friendly interface of EveryAction, its ability to manage contacts effectively, track email metrics, and its integration with other systems, while Bonterra is appreciated for its reliability, user-friendliness, and efficient all-in-one solutions.
  • Users reported limitations in EveryAction's applications, difficulty in understanding the platform due to its numerous features, issues with data segmentation and duplicate detection, and slow customer support response, while Bonterra was criticized for its lack of user-friendliness and intuitive use, and missing capabilities.
Bonterra 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
21
Features
18
Integrations
10
Intuitive
9
Customer Support
8
Cons
Learning Curve
10
Difficult Learning
8
Not User-Friendly
8
Limited Customization
7
Not Intuitive
7
Bonterra 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
913 Twitter followers
LinkedIn® Page
www.linkedin.com
1,289 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 d

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Virtuous Momentum 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
    Customer Support
    1
    Donor Management
    1
    Ease of Use
    1
    Easy Setup
    1
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Virtuous Momentum 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
    Virtuous
    Company Website
    Year Founded
    2014
    HQ Location
    Phoenix, AZ
    Twitter
    @VirtuousCRM
    902 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    200 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 d

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Virtuous Momentum 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
Customer Support
1
Donor Management
1
Ease of Use
1
Easy Setup
1
Cons
This product has not yet received any negative sentiments.
Virtuous Momentum 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
Virtuous
Company Website
Year Founded
2014
HQ Location
Phoenix, AZ
Twitter
@VirtuousCRM
902 Twitter followers
LinkedIn® Page
www.linkedin.com
200 employees on LinkedIn®
  • 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. Leave 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
    Year Founded
    2023
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    2 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. Leave 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
Year Founded
2023
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®