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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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

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

Nonprofit Supported

Categories

Integrations

Salesforce Not Supported
iRaiser Not Supported

Integrations

Salesforce Supported
iRaiser Supported
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