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  4. ›Planned Giving & Non-Cash Gift Platform Services

State of Idaho·Idaho

Planned Giving & Non-Cash Gift Platform Services

Closes 10/28/2026$200k – $800kRequest for Proposal
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Description

Idaho Public Television, via the State of Idaho Division of Purchasing, seeks a single‑vendor solution to deliver a donor‑facing platform that supports planned‑giving, estate‑planning, and non‑cash gift capabilities. The vendor must provide a secure, ADA/Section 508/WCAG 2.1 AA‑compliant SaaS solution, integrate with Allegiance CRM (or supply flat‑file export), and handle implementation, training, ongoing support, and monthly reporting. The contract is a fixed‑price, one‑year base period with optional renewals up to five years, and award will be based on a 1,000‑point weighted technical and cost evaluation. • Core platform must include online estate‑planning tools, non‑cash‑gift processing, education content, and robust reporting. • Must meet strict security (SSL, SOC 2 Type 2) and accessibility (VPAT, WCAG AA) requirements and retain records for three years. • Deliverables include implementation services, training for 2‑5 staff, monthly performance reports, and continuous technical support. • Submissions: Form A (certifications), Form B (technical – max 11 pages), Form C (pricing‑only Excel). All files uploaded via IPRO by 14 Oct 2026 23:59 MT.

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Kevin Jarrett(Purchasing Officer)

[email protected]

Key dates

Opened
9/30/2026
Questions due
10/14/2026
Closes
10/28/2026
Duration
1 year

Last updated

Details

Type
Request for Proposal
Industry
Information Technology and Software Development
NAICS
511210
Solicitation №
1396

Budget estimate

$200,000 – $800,000

The RFP does not disclose an estimated budget, but comparable statewide planned‑giving platforms typically range from $250,000 to $750,000 for a one‑year license, implementation, training, and support. Factors influencing the final amount include the level of customization required, integration complexity with Allegiance CRM, and the depth of ongoing support and reporting. A conservative estimate therefore spans roughly $200 k to $800 k.

AI estimate from the solicitation

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