Planned Giving Websites for Nonprofits of All Sizes

A Friendly Note for Your Tech Team

We understand that IT departments have important concerns whenever an outside firm is brought in to host part of your digital presence—especially something as sensitive as a planned giving page.

Often, the first assumption is that we’re a software company or a SaaS provider. We’re not.

We offer a straightforward, donor-facing marketing tool built around principles rooted in IRS tax law (which we regularly update). It’s intentionally simple. There are no user logins, no donor accounts, and we do not collect or store any sensitive information like Social Security numbers or credit card data.

We get it—these are essentially simple marketing pages. There’s no backend complexity or sensitive data involved, which makes the security footprint incredibly small.

If a donor fills out a form—say, to request more information—their name or email address is passed directly to your team and not stored on our servers. We don’t retain any data. It’s a true pass-through setup.

Because we don’t handle sensitive information or operate as a software platform, frameworks like SOC II or HECVAT don’t apply. That said, we do take security seriously. Our system is hosted on secure GoDaddy servers, with all content delivered over HTTPS using TLS encryption.

The only realistic security concern would be the remote possibility of website defacement—something any public-facing site could theoretically face. Even that’s unlikely (let’s be honest—planned giving isn’t exactly a magnet for cybercriminals). In over 26 years and with more than 5,000 clients served, it has never happened. But if it ever did, our team is ready to act fast: we’d immediately take the site offline, restore clean pages, and notify your team without delay.

We’re also happy to meet with your IT staff if they’d like a walkthrough or have specific questions. Just let us know.