Suggestions appear as you type. Use the up and down arrows to choose one and Enter to open it.

This page's audience real numbers from our own analytics — open to see them
–Visitors
–Page views
–Clicks to vendors
–Time on page
–Reading now
Clicks to vendors, by tool
  • –
Top countries
  • –
Devices
  • –

– · counted by iTechGuides's own first-party analytics, bots removed, every figure rounded down · how we count

Head-to-head · Planned Giving Software

FirstClass vs Giving Docs

  • Updated Sep 2026
  • Both researched from official sources
  • 2 checks side by side
Higher score FirstClass #7 in Planned Giving Software 6.8/10 Pricing on request ✓ 1 of 3 features Contact FirstClass
Giving Docs #8 in Planned Giving Software 6.6/10 Pricing on request ✓ 1 of 3 features Visit Giving Docs

FirstClass leads on 0 checks, Giving Docs on 0, and 2 are even. Who comes out ahead on the 2 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFirstClass · 6.8/10

FirstClass scores higher on our rubric for planned giving software: 6.8 against 6.6 out of 10; our editors rank them #7 and #8.

FirstClass is the better fit for organizations focused on bequest tracking and stewardship. Giving Docs is the better fit for nonprofits pairing legacy giving with donor estate tools.

  • FirstClass fits best

    Organizations focused on bequest tracking and stewardship

  • Giving Docs fits best

    Nonprofits pairing legacy giving with donor estate tools

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature FirstClass 6.8/10 Visit ↗ Giving Docs 6.6/10 Visit ↗
At a glance
Editor score 6.8 6.6
Ranking #7 in Planned Giving Software #8 in Planned Giving Software
Best for Organizations focused on bequest tracking and stewardship Nonprofits pairing legacy giving with donor estate tools
Pricing model Paid Paid
Starting price Not published Not published
Free plan Not published —
Free trial — —
Deployment Cloud, Self-hosted Cloud
Platforms Web Web
Support Phone · 24/7 Email, Phone
Integrations 4 integrations 5 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features FirstClass 1/3 · Giving Docs 1/3
Bequest documentation ✓ ✓
Gift calculators Not published Not published
Gift administration Not published Not published
Specs
Gift types supported Bequests (Gifts in Wills); cash, property, investments Wills, charitable bequests, codicils, beneficiary designations, donor-advised fund grants, stock gifts, qualified charitable distributions
CRM integrations Raiser's Edge NXT; Salesforce; Advanced Care NG; Microsoft Dynamics Salesforce, Neon CRM, Blackbaud, Neon One, Virtuous
Our review
Pros
  • Links bequest cases with contacts, estate details, and communication history
  • Income dashboards track targets and bequests due and received
  • Integrates with Raiser's Edge NXT, Salesforce, Advanced Care NG, and Dynamics
  • Branded portal offers wills, codicils and other estate documents to supporters.
  • Tracks disclosed legacy intentions with engagement insights and reporting.
  • Connects donor data with Salesforce, Blackbaud and other CRM systems.
Cons
  • Focuses on bequest management rather than broader gift administration
  • Feature availability varies by version
  • Pricing requires contacting sales
  • Nonprofit pricing is quote-based and varies with planned-giving list size.
  • Trust creation is limited to California residents.
  • Does not list gift administration or gift calculations.
Our verdict

FirstClass is bequest and legacy management software for charities, hospices, and other nonprofit organisations. It brings case and contact records together with asset, liability, and estate-account details, while dashboards show targets…

Read the review →

Giving Docs combines online estate-planning tools for supporters with planned-giving tracking and stewardship tools for nonprofit teams. Organizations can offer an invitation-based, custom-branded portal where supporters create wills,…

Read the review →
  1. FirstClassPlanned Giving Software 6.8Pricing on request
  2. Giving DocsPlanned Giving Software 6.6Pricing on request

Strengths and trade-offs

  • FirstClass — where it wins

    • Links bequest cases with contacts, estate details, and communication history
    • Income dashboards track targets and bequests due and received
    • Integrates with Raiser's Edge NXT, Salesforce, Advanced Care NG, and Dynamics

    Where it doesn't

    • Focuses on bequest management rather than broader gift administration
    • Feature availability varies by version
    • Pricing requires contacting sales

  • Giving Docs — where it wins

    • Branded portal offers wills, codicils and other estate documents to supporters.
    • Tracks disclosed legacy intentions with engagement insights and reporting.
    • Connects donor data with Salesforce, Blackbaud and other CRM systems.

    Where it doesn't

    • Nonprofit pricing is quote-based and varies with planned-giving list size.
    • Trust creation is limited to California residents.
    • Does not list gift administration or gift calculations.

More comparisons

All planned giving software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update