FirstClass
FirstClass: A focused system for recording bequests, estate details, communications, and income. Ranked #7 of 20 in Planned Giving Software by our editors (6.8/10); pricing: Pricing on request; best for organizations focused on bequest tracking and stewardship.
At a glance
- Editor score6.8 / 10
- PricingPricing on request
- Best forOrganizations focused on bequest tracking and stewardship
- Bequest documentationYes
- Founded1996 · London, United Kingdom
- Facts checked28 Sep 2026
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
Our verdict on FirstClass
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 and bequests due and received. Teams can associate communication history with each bequest and use customisable letter and email templates. Its core emphasis is planned gifts through wills, with cash, property, and investments among the gift types it covers. It suits organisations whose work centres on recording bequests and stewarding those relationships rather than managing every form of planned giving in one system.
The product connects with Raiser's Edge NXT, Salesforce, Advanced Care NG, and Microsoft Dynamics, which can make it a fit for teams that want bequest records alongside an existing donor CRM. Financial and management reports add a view beyond individual cases. FirstClass is available as a web product and offers cloud and self-hosted deployment, including an on-premises server installation option. The vendor notes that features vary by version, so organisations comparing deployment approaches should establish which version includes the functions they need.
According to the vendor's pricing model, prospective buyers contact sales rather than select a published self-serve plan. Phone support is offered, with 24/7 support listed. FirstClass is a stronger fit for charities and nonprofits that need structured bequest records, estate information, communication tracking, and reporting. Organisations seeking a wider platform centred on calculations or gift administration may prefer a product with broader planned-giving coverage. Its focused scope is an advantage for teams prioritising bequest stewardship, but a limitation when requirements extend well beyond it.
FirstClass pricing
FirstClass fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Gift types supported | Bequests (Gifts in Wills); cash, property, investments |
| Bequest documentation | Yes |
| Gift calculators | Not verified |
| Gift administration | Not verified |
| CRM integrations | Raiser's Edge NXT; Salesforce; Advanced Care NG; Microsoft Dynamics |
| Deployment | Cloud, Self-hosted |
| Platforms | Web |
| Support | Phone · 24/7 |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 4 integrations: Raiser's Edge NXT, Salesforce, Advanced Care NG, Microsoft Dynamics |
| Pricing | Pricing on request |
| Website | firstclass-software.com |
| Facts checked | 28 Sep 2026 |
FirstClass integrations
FirstClass lists 4 integrations on its own site.
- Raiser's Edge NXT
- Salesforce
- Advanced Care NG
- Microsoft Dynamics
Alternatives to FirstClass
- FreeWillFree online estate-document creation for individuals, with a California-only living trust.9.0
- Trust & WillGuided, state-specific estate planning with optional attorney support.8.2
- Foundation Source Planned GivingA broad planned-gift administration offering for organizations managing complex programs.7.7
See all FirstClass alternatives →
FirstClass vs the competition
- FirstClass vs FreeWill
- FirstClass vs Trust & Will
- FirstClass vs Foundation Source Planned Giving
- FirstClass vs PG Calc Bequest Manager
- FirstClass vs PG Calc GiftWrap
- FirstClass vs Gifted Legacies
Compare FirstClass with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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