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

State of Idaho·Idaho

Planned Giving & Non-Cash Gift Platform Services

Closes in 3 days$200k – $800kRequest for Proposal
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Description

The State of Idaho seeks a single‑vendor solution that delivers a secure, ADA‑compliant, donor‑facing platform for planned‑giving, estate‑planning, and non‑cash gifts, including implementation, training, and ongoing support. The platform must integrate with the agency’s Allegiance CRM (or provide flat‑file export), meet stringent security (SSL, SOC 2 Type 2) and accessibility (WCAG 2.1 AA) standards, and include reporting on donor activity. The contract is a one‑year base period with possible renewals up to five years, and all proposals must be submitted via the IPRO portal by the stated deadline. • Deliver a web‑based charitable‑giving platform with planned‑giving, estate‑planning, and non‑cash‑gift modules. • Provide implementation services, staff training (2‑5 users), documentation, and ongoing technical support. • Ensure full compliance with ADA/Section 508/WCAG 2.1 AA, SSL encryption, and SOC 2 Type 2 audit requirements; integrate with Allegiance CRM or support flat‑file data export.

Attached files

Contact

Kevin Jarrett(Purchasing Officer)

[email protected]

Key dates

Opened
9/30/2026
Questions due
10/14/2026
Closes
11/4/2026
Duration
1 years

Last updated

Details

Type
Request for Proposal
Industry
Information Technology and Software Development
NAICS
541511
Solicitation №
1396

Budget estimate

$200,000 – $800,000

The contract will likely be priced based on a fixed‑price implementation plus annual maintenance and support. For a one‑year base period, a mid‑size vendor could charge roughly $200k‑$400k for development, integration, training, and initial support, with additional $100k‑$400k per renewal year for ongoing services. Thus the total potential earnings range from about $200,000 to $800,000 over the first year and possible extensions. Factors influencing the range include the complexity of integration with Allegiance CRM, the depth of custom estate‑planning tools, and the level of ongoing support required.

AI estimate from the solicitation

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