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About

FirstClass is a purpose-built bequest management tool designed specifically for charities and not-for-profit organizations to manage and optimize gifts left in wills, providing a centralized system to handle the full lifecycle of legacy donations. Originally created by a group of charities nearly three decades ago, it has evolved into a leading solution trusted by over 100 organizations to manage, track, and maximize their bequest income efficiently. It enables users to organize data in a structured and consistent format, creating a single source of truth that includes detailed records of assets such as cash, property, and investments, alongside draft and final estate accounts for complete financial visibility. It helps improve data quality and accuracy, allowing teams to forecast income more reliably and identify opportunities to increase revenue from legacy giving.

About

Benefit from a ‘one CRM’ (customer relationship management) solution, for use by staff in multiple countries and/or by agencies raising money on your behalf. If you’re an international charity seeking to test fundraising in new and emerging countries, or to deploy a unified CRM fundraising solution around the world, we can help make this happen for you. Imagine managing international campaigns and having automatic reporting and ‘dashboards’ which drill down to reveal the efficiency and results of campaigns across multiple geographies, giving you insights into where to target and key performance indicators (KPIs). We’re an award-winning team of experienced, senior charity professionals and Salesforce experts. Our mission – indeed, our passion – is to help charities, social enterprises and non-profits excel in their fundraising and supporter relationships.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Charities and non-profit organizations requiring a tool to manage, track, and maximize income from gifts in wills and legacy donations

Audience

Charities looking for a donation management platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FirstClass
Founded: 1996
United Kingdom
www.firstclass-software.com

Company Information

Giveclarity
Founded: 2014
United Kingdom
www.giveclarity.org/clarity-gift-aid

Alternatives

Alternatives

Harlequin CRM for Charities

Harlequin CRM for Charities

Harlequin Software
TournaKit Pro

TournaKit Pro

TournaKit
Piryx

Piryx

Rally.org

Categories

Categories

Integrations

Salesforce
iRaiser

Integrations

Salesforce
iRaiser
Claim FirstClass and update features and information
Claim FirstClass and update features and information
Claim Giveclarity and update features and information
Claim Giveclarity and update features and information