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

Foundation Source Planned Giving vs FirstClass

  • Updated Sep 2026
  • Both researched from official sources
  • 3 checks side by side
Higher score Foundation Source Planned Giving #3 in Planned Giving Software 7.7/10 Pricing on request ✓ 3 of 3 features Visit site
FirstClass #7 in Planned Giving Software 6.8/10 Pricing on request ✓ 1 of 3 features Contact FirstClass

Foundation Source Planned Giving leads on 2 checks, FirstClass on 0, and 1 is even. Who comes out ahead on the 3 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFoundation Source Planned Giving · 7.7/10
  • Most featuresFoundation Source Planned Giving · 3 of 3

Foundation Source Planned Giving scores higher on our rubric for planned giving software: 7.7 against 6.8 out of 10; our editors rank them #3 and #7.

Foundation Source Planned Giving offers gift calculators; FirstClass doesn't publish it. Foundation Source Planned Giving offers gift administration; FirstClass doesn't publish it.

Foundation Source Planned Giving is the better fit for organizations needing full planned-gift administration. FirstClass is the better fit for organizations focused on bequest tracking and stewardship.

  • Foundation Source Planned Giving fits best

    Organizations needing full planned-gift administration

  • FirstClass fits best

    Organizations focused on bequest tracking and stewardship

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

Side by side

Feature Foundation Source Planned Giving 7.7/10 Visit ↗ FirstClass 6.8/10 Visit ↗
At a glance
Editor score 7.7 6.8
Ranking #3 in Planned Giving Software #7 in Planned Giving Software
Best for Organizations needing full planned-gift administration Organizations focused on bequest tracking and stewardship
Pricing model Paid Paid
Starting price Not published Not published
Free plan Not published Not published
Free trial — —
Deployment Cloud Cloud, Self-hosted
Platforms Web Web
Support Email, Phone Phone · 24/7
Built for Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Foundation Source Planned Giving 3/3 · FirstClass 1/3
Bequest documentation ✓ ✓
Gift calculators ✓ (best) Not published
Gift administration ✓ (best) Not published
Specs
Gift types supported charitable remainder trusts, charitable lead trusts, gift annuities, bequests Bequests (Gifts in Wills); cash, property, investments
CRM integrations Not published Raiser's Edge NXT; Salesforce; Advanced Care NG; Microsoft Dynamics
Our review
Pros
  • Combines gift calculations, illustrations, proposals and agreements.
  • Supports administration and compliance for life-income gifts.
  • Covers bequests, endowment sub-accounting and gift annuity services.
  • 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
Cons
  • Pricing requires contacting the company.
  • Its stated company-size fit is mid-market and enterprise.
  • Support channels are email and phone.
  • Focuses on bequest management rather than broader gift administration
  • Feature availability varies by version
  • Pricing requires contacting sales
Our verdict

Foundation Source Planned Giving brings software and services for organizations administering planned-gift programs. Offered through Foundation Source’s PG Calc division, it is positioned for nonprofits, financial institutions, advisors…

Read the review →

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 →
  1. Foundation Source Planned GivingPlanned Giving Software 7.7Pricing on request
  2. FirstClassPlanned Giving Software 6.8Pricing on request

Strengths and trade-offs

  • Foundation Source Planned Giving — where it wins

    • Combines gift calculations, illustrations, proposals and agreements.
    • Supports administration and compliance for life-income gifts.
    • Covers bequests, endowment sub-accounting and gift annuity services.

    Where it doesn't

    • Pricing requires contacting the company.
    • Its stated company-size fit is mid-market and enterprise.
    • Support channels are email and phone.

  • 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
  • Foundation Source Planned Giving7.7/10 · Pricing on request

    A broad planned-gift administration offering for organizations managing complex programs.

    Visit siteFull verdict →
  • FirstClass6.8/10 · Pricing on request

    A focused system for recording bequests, estate details, communications, and income.

    Contact FirstClassFull verdict →

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