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A government agency in Idaho issued “Planned Giving and Non-Cash Gift Platform Services” (RFP). Solicitation SYS-6844 closes on October 29, 2026. Eligibility: USA Organization. Submissions via Email.
Implement a comprehensive planned giving and non-cash gift platform that makes it easier for donors to understand, consider, and initiate charitable gifts while improving IdahoPTV's ability to identify, document, administer, and steward these opportunities. .
- Solution should complement IdahoPTV's existing fundraising and donor stewardship efforts while providing a positive, accessible, and straightforward experience for donors. The solution should be designed for donors with varying levels of familiarity with charitable giving and estate planning, including donors who may require education before deciding whether a particular giving vehicle is appropriate for them.
- Contractor must provide:
1 A comprehensive donor-facing charitable giving platform.
2 Online estate planning tools available at no cost to donors.
3 Legacy giving and gift intention documentation tools.
4 Non-cash gift solutions including stock, Exchange-Traded Fund (EFT), Qualified Charitable Distributions (QCDs) from Individual Retirement Account(s) (IRAs), Donor-Advised Funds (DAF), and/or other charitable giving vehicles.
5 Administrative dashboards and reporting tools.
6 Implementation and onboarding services.
7 Staff training and user support.
8 Ongoing software maintenance and technical support.
9 Flat-file data export or direct Allegiance CRM integration capabilities.
Ask any question about the RFP and its amendments. Instantly surface schedules, deliverables, compliance items, evaluation criteria, and budget details with 100% source-backed answers.
Quick answers about deadlines, eligibility and submission for this solicitation.
Proposals for SYS-6844 are due by October 29, 2026.
A government agency in Idaho. The buyer's contact and submission details are in the solicitation documents.
USA Organization.
Submissions are accepted via Email. Follow the instructions in the solicitation documents.
Contract term: 1 Year.
Questions and inquiries must be submitted by October 14, 2026.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
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