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Head-to-head · Planned Giving Software

FreeWill vs FirstClass

  • Updated Sep 2026
  • Both researched from official sources
  • 2 checks side by side
Higher score FreeWill #1 in Planned Giving Software 9.0/10 Free plan Free plan✓ 0 of 3 features Visit FreeWill
FirstClass #7 in Planned Giving Software 6.8/10 Pricing on request ✓ 1 of 3 features Contact FirstClass

FreeWill leads on 1 check, FirstClass on 1, and 0 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 scoreFreeWill · 9.0/10
  • Free planonly FreeWill
  • Most featuresFirstClass · 1 of 3

FreeWill scores higher on our rubric for planned giving software: 9.0 against 6.8 out of 10; our editors rank them #1 and #7.

FreeWill offers free plan; FirstClass doesn't publish it. FirstClass offers bequest documentation; FreeWill doesn't publish it.

FreeWill is the better fit for individuals creating wills and basic estate documents. FirstClass is the better fit for organizations focused on bequest tracking and stewardship.

  • FreeWill fits best

    Individuals creating wills and basic estate documents

  • 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 FreeWill 9.0/10 Visit ↗ FirstClass 6.8/10 Visit ↗
At a glance
Editor score 9.0 6.8
Ranking #1 in Planned Giving Software #7 in Planned Giving Software
Best for Individuals creating wills and basic estate documents Organizations focused on bequest tracking and stewardship
Pricing model Free Paid
Starting price Not published Not published
Free plan ✓ (best) Not published
Free trial — —
Deployment Cloud Cloud, Self-hosted
Platforms Web Web
Support Email, Docs Phone · 24/7
Built for Solo Small business, Mid-market, Enterprise
Features FreeWill 0/3 · FirstClass 1/3
Bequest documentation Not published ✓ (best)
Gift calculators Not published Not published
Gift administration Not published Not published
Specs
Gift types supported Not published Bequests (Gifts in Wills); cash, property, investments
CRM integrations Not published Raiser's Edge NXT; Salesforce; Advanced Care NG; Microsoft Dynamics
Our review
Pros
  • Creates wills, healthcare directives, and financial powers of attorney online
  • Includes beneficiary planning and unlimited free document edits
  • Provides state-specific signing and witnessing instructions
  • 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
  • Revocable living trust creation is limited to California residents
  • Documents are downloaded or printed, not stored as maintained copies
  • Focused on individual estate planning, not nonprofit gift-program administration
  • Focuses on bequest management rather than broader gift administration
  • Feature availability varies by version
  • Pricing requires contacting sales
Our verdict

FreeWill is a web-based self-help service for individuals creating estate-planning documents. It supports online creation of a last will and testament, an advance healthcare directive, and a durable financial power of attorney. Users can…

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. FreeWillPlanned Giving Software 9.0Free plan
  2. FirstClassPlanned Giving Software 6.8Pricing on request

Strengths and trade-offs

  • FreeWill — where it wins

    • Creates wills, healthcare directives, and financial powers of attorney online
    • Includes beneficiary planning and unlimited free document edits
    • Provides state-specific signing and witnessing instructions

    Where it doesn't

    • Revocable living trust creation is limited to California residents
    • Documents are downloaded or printed, not stored as maintained copies
    • Focused on individual estate planning, not nonprofit gift-program administration

  • 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

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