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Head-to-head · Planned Giving Software

PG Calc Bequest Manager vs FirstClass

  • Updated Sep 2026
  • Both researched from official sources
  • 3 checks side by side
Higher score PG Calc Bequest Manager #4 in Planned Giving Software 7.4/10 Pricing on request · 90-day trial ✓ 1 of 3 features Visit PG Calc
FirstClass #7 in Planned Giving Software 6.8/10 Pricing on request ✓ 1 of 3 features Contact FirstClass

PG Calc Bequest Manager leads on 0 checks, FirstClass on 0, and 3 are 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 scorePG Calc Bequest Manager · 7.4/10

PG Calc Bequest Manager scores higher on our rubric for planned giving software: 7.4 against 6.8 out of 10; our editors rank them #4 and #7.

PG Calc Bequest Manager is the better fit for teams managing bequests through probate. FirstClass is the better fit for organizations focused on bequest tracking and stewardship.

  • PG Calc Bequest Manager fits best

    Teams managing bequests through probate

  • 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 PG Calc Bequest Manager 7.4/10 Visit ↗ FirstClass 6.8/10 Visit ↗
At a glance
Editor score 7.4 6.8
Ranking #4 in Planned Giving Software #7 in Planned Giving Software
Best for Teams managing bequests through probate Organizations focused on bequest tracking and stewardship
Pricing model Paid Paid
Starting price Not published Not published
Free plan — Not published
Free trial — —
Deployment Cloud Cloud, Self-hosted
Platforms Web Web
Support Email, Phone, Docs Phone · 24/7
Integrations 5 integrations 4 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features PG Calc Bequest Manager 1/3 · FirstClass 1/3
Bequest documentation ✓ ✓
Gift calculators — Not published
Gift administration Not published Not published
Specs
Gift types supported will, revocable living trust, beneficiary designation Bequests (Gifts in Wills); cash, property, investments
CRM integrations PG Calc Planned Giving Manager; PG Calc Mini Manager; PG Calc Gift Annuity Manager; Blackbaud eCRM; Blackbaud Raiser's Edge 7 Raiser's Edge NXT; Salesforce; Advanced Care NG; Microsoft Dynamics
Our review
Pros
  • Tracks wills, trusts and beneficiary-designation gifts through distribution
  • Combines estate documents, probate tasks and notifications in one workflow
  • Reports on bequest values, cash flow and pipeline
  • 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 sales
  • No gift calculators
  • The free evaluation account is limited to 90 days
  • Focuses on bequest management rather than broader gift administration
  • Feature availability varies by version
  • Pricing requires contacting sales
Our verdict

PG Calc Bequest Manager is web-based software for nonprofit planned-giving programs that need to manage charitable bequests from initial intention through probate and distribution. It records wills, revocable living trusts and beneficiary…

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. PG Calc Bequest ManagerPlanned Giving Software 7.4Pricing on request · 90-day trial
  2. FirstClassPlanned Giving Software 6.8Pricing on request

Strengths and trade-offs

  • PG Calc Bequest Manager — where it wins

    • Tracks wills, trusts and beneficiary-designation gifts through distribution
    • Combines estate documents, probate tasks and notifications in one workflow
    • Reports on bequest values, cash flow and pipeline

    Where it doesn't

    • Pricing requires contacting sales
    • No gift calculators
    • The free evaluation account is limited to 90 days

  • 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
  • PG Calc Bequest Manager7.4/10 · Pricing on request · 90-day trial

    Tracks charitable bequests from intention through probate, distribution and stewardship.

    Visit PG CalcFull 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