Giving Docs

Giving Docs is an innovative platform that enables supporters to create comprehensive estate plans that provide for both their loved ones and the causes they care about. We believe planned giving should be accessible to everyone, so we've created a solution that transforms donor intention into action. Through our behavioral science-driven approach, developed in partnership with Duke University's Center for Advanced Hindsight, we empower nonprofits to build stronger relationships with donors while securing their financial future.

Giving Docs has chosen to partner with DonateStock to enhance our comprehensive planned giving toolkit with seamless stock gifting capabilities. Recognizing that appreciated stock gifts offer significant tax advantages to donors while providing valuable support to nonprofits, we're making it easier than ever for donors to include stock gifts as part of their philanthropic strategy.

Giving Docs customers can now use DonateStock’s Easy Button for Stock Gifting in the Giving Docs toolkit. After registering with DonateStock, simply let us know and we’ll update your toolkit to include the industry’s best solution for stock gifting.

This powerful combination enables nonprofits to offer their supporters a complete suite of giving options—from bequests and beneficiary designations to stock gifts, IRA Qualified Charitable Distributions, and Donor Advised Funds. Giving Docs partners also gain access to custom content to educate and engage donors about the benefits of stock giving alongside other planned giving vehicles. Look for more opportunities to come from this growing partnership!