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Head-to-head · Planned Giving Software

Gifted Legacies vs FirstClass

  • Updated Sep 2026
  • Both researched from official sources
  • 2 checks side by side
Higher score Gifted Legacies #6 in Planned Giving Software 6.9/10 Pricing on request ✓ 1 of 3 features Request a demo
FirstClass #7 in Planned Giving Software 6.8/10 Pricing on request ✓ 1 of 3 features Contact FirstClass

Gifted Legacies leads on 0 checks, FirstClass 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 scoreGifted Legacies · 6.9/10

Gifted Legacies scores higher on our rubric for planned giving software: 6.9 against 6.8 out of 10; our editors rank them #6 and #7.

Gifted Legacies is the better fit for teams managing legacy gifts from inquiry to completion. FirstClass is the better fit for organizations focused on bequest tracking and stewardship.

  • Gifted Legacies fits best

    Teams managing legacy gifts from inquiry to completion

  • FirstClass fits best

    Organizations focused on bequest tracking and stewardship

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Side by side

Feature Gifted Legacies 6.9/10 Visit ↗ FirstClass 6.8/10 Visit ↗
At a glance
Editor score 6.9 6.8
Ranking #6 in Planned Giving Software #7 in Planned Giving Software
Best for Teams managing legacy gifts from inquiry to completion 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 Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Gifted Legacies 1/3 · FirstClass 1/3
Bequest documentation ✓ ✓
Gift calculators — 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
  • Combines legacy marketing with segmented promotional mailings.
  • Automates communications, notifications, tasks and reminders.
  • Tracks legators, executors, gift values and probate-to-completion administration.
  • 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 vendor for a demo.
  • Runs on the web as a cloud deployment.
  • Gift calculators are not included.
  • Focuses on bequest management rather than broader gift administration
  • Feature availability varies by version
  • Pricing requires contacting sales
Our verdict

Gifted Legacies is a cloud-based legacy management system from Westwood Forster for charities and other organisations managing legacy gifts. It brings marketing, communications with pledgers and administration from probate to completion…

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. Gifted LegaciesPlanned Giving Software 6.9Pricing on request
  2. FirstClassPlanned Giving Software 6.8Pricing on request

Strengths and trade-offs

  • Gifted Legacies — where it wins

    • Combines legacy marketing with segmented promotional mailings.
    • Automates communications, notifications, tasks and reminders.
    • Tracks legators, executors, gift values and probate-to-completion administration.

    Where it doesn't

    • Pricing requires contacting the vendor for a demo.
    • Runs on the web as a cloud deployment.
    • Gift calculators are not included.

  • 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