Comprehensive Planned Giving and Non-Cash Gift Platform
Overview
Settle Signals
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Deadline to submit questions: October 14th, 2024
Closing Date: See IPRO Event Main Page
Public Opening Date: First business day after event closes at 10:30 am MT
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Idaho Public Television
DESCRIPTION
The issuing organization seeks a vendor to provide a comprehensive planned giving and non-cash gift platform. The solution must include a donor-facing charitable giving platform, no-cost online estate planning tools, legacy giving and gift intention documentation, and support for non-cash gift vehicles such as stocks, exchange-traded funds, qualified charitable distributions from individual retirement accounts, donor-advised funds, and other charitable giving options.
The platform must also provide administrative dashboards, reporting tools, implementation and onboarding services, staff training, user support, ongoing software maintenance, and technical assistance. Data capabilities must include flat-file exports or direct integration with Allegiance CRM.
The contractor must provide a designated method for submitting support requests, assistance during published support hours, help with platform functionality, configuration, user administration, reporting, integrations, and routine platform questions, as well as troubleshooting and resolution of system issues. Current user documentation, help resources, or knowledge bases must also be available. Questions must be submitted by October 14, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due October 29, 2026. Questions must be submitted by October 14, 2024.
- Who issued this RFP?
- It was issued by Idaho Public Television. The work is located in Boise, Idaho, United States.
- Who is a good fit for this opportunity?
- Providers of planned giving and charitable donation technology platforms
- Experience supporting non-cash gifts, estate planning, donor-advised funds, and qualified charitable distributions
- Capable of integrating with Allegiance CRM or providing reliable flat-file data exports
- Established implementation, training, customer support, and software maintenance capabilities
- Experience serving nonprofit or charitable organizations
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.