FirstClass comparisons
FirstClass is compared head-to-head with FreeWill, Trust & Will and Foundation Source Planned Giving and more: 7 head-to-heads in Planned Giving Software, each with the specs and prices we checked.
FirstClass head-to-head
- 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
- FirstClass vs Giving Docs
FirstClass vs each of them
| # | Tool | Free plan | Paid from | Gift types supported | Bequest documentation | Gift calculators | Gift administration | Score |
|---|---|---|---|---|---|---|---|---|
| 7 | FirstClass | — | — | Bequests (Gifts in Wills); cash, property, investments | Yes | — | — | 6.8 |
| 1 | FreeWill | Yes | None | — | — | — | — | 9.0 |
| 2 | Trust & Will | Yes | — | — | — | — | — | 8.2 |
| 3 | Foundation Source Planned Giving | — | — | charitable remainder trusts, charitable lead trusts, gift annuities, bequests | Yes | Yes | Yes | 7.7 |
| 4 | PG Calc Bequest Manager | No | — | will, revocable living trust, beneficiary designation | Yes | No | — | 7.4 |
| 5 | PG Calc GiftWrap | No | — | Charitable gift annuities; charitable remainder trusts; pooled income funds; bequests | Yes | No | Yes | 7.1 |
| 6 | Gifted Legacies | — | — | — | Yes | No | — | 6.9 |
| 8 | Giving Docs | No | — | Wills, charitable bequests, codicils, beneficiary designations, donor-advised fund grants, stock gifts, qualified charitable distributions | Yes | — | — | 6.6 |
Compare FirstClass with any planned giving software
These are the matchups our editors wrote up. The compare tool pairs FirstClass with any other product in Planned Giving Software — and up to four at once — from the same checked specs.
Compare FirstClass with any tool side by side →
Every planned giving software head-to-head →
Our full FirstClass verdict, pricing and fact sheet →
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Compared by iTechGuides Editors · Editorial team · Updated Sep 2026
Last updated · How we research and update