Planned Giving & Non-Cash Gift Platform Services

The State of Idaho Division of Purchasing, on behalf of Idaho Public Television, is requesting proposals for planned giving and non-cash gift platform services under RFP 1396, with proposals due October 28, 2026 and questions due October 14, 2026.

The vendor must deliver a donor-facing charitable giving platform integrating planned giving, estate planning, and non-cash gift solutions. Core deliverables include online estate planning tools available at no cost to donors, legacy giving documentation, support for non-cash gifts (stocks, exchange-traded funds, qualified charitable distributions from IRAs, and donor-advised fund grants), implementation and onboarding services, staff training for two to five individuals, ongoing technical support, administrative dashboards, and monthly reporting.

The vendor must hold current AICPA SOC 2 Type 2 audit certification, comply with ADA accessibility requirements including WCAG 2.1 Level AA standards, use SSL encryption, and maintain data ownership documentation confirming Idaho Public Television retains all donor and organizational data. The vendor is prohibited from selling, renting, or sharing donor information with third parties.

The contract term is one year with an anticipated total term of five years upon mutual written agreement for renewal or extension. Evaluation will be conducted on a pass/fail basis for mandatory submission requirements, with responsive proposals scored across qualifications and experience (200 points), approach (300 points), obstacles/challenges/risks (200 points), and pricing (300 points), for a total of 1,000 points. Award will be issued by Contract Purchase Order from the State's ERP system to the responsive, responsible offeror with the highest total normalized score.