SW-120231 - USA (Idaho) - Comprehensive Planned Giving and Non-Cash Gift Platform - Deadline October 29,2026

(1) Vendor needs to provide comprehensive planned giving and non–cash gift platform. – The Contractor must provide:• A comprehensive donor–facing charitable giving platform.• Online estate planning tools available at no cost to donors.• Legacy giving and gift intention documentation tools.• 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 other charitable giving vehicles.• Administrative dashboards and reporting tools.• Implementation and onboarding services.• Staff training and user support.• Ongoing software maintenance and technical support.• Flat–file data export or direct Allegiance CRM integration capabilities.– The Contractor must provide Service and Support:• A designated method for agency staff to submit support requests.• Technical assistance during the Contractor's published support hours.• Assistance with platform functionality, configuration, user administration, reporting, integrations, and other routine platform–related questions.• Troubleshooting and resolution of system errors or functionality issues.• Access to current user documentation, help resources, or knowledge bases.(2) All the questions must be submitted no later than October 14, 2026.