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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

Easily create, sign, review, and manage all forms of gift documentation in one place. Spend more time cultivating a major gift and demonstrating impact by securing multi-year commitments for the annual gift. 3x your mid-level revenue and scale multi-year pledges to every level for 90%+ retention. Make 100% participation the standard by documenting commitments for all of your advisory boards. Digitize the bequest intention process to ensure fast and accurate documentation. Empower all of your ambassadors to secure pledges from your most loyal supporters. Start every year ahead with multi-year membership agreements. Givzey is a rapidly-growing, Boston-based digital fundraising solutions company, built by fundraisers for nonprofit organizations. As fundraising’s first digital gift agreement platform, Givzey empowers fundraisers to easily and immediately formalize and book pledges of all sizes by scaling multi-year giving strategies to all levels of giving.

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

Nonprofits in need of a solution to manage their fundraising operations and pledges

Support

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

Support

Phone Support Not 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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

Givzey
United States
givzey.com

Alternatives

Alternatives

MemSys

MemSys

Herlick Data Systems
Harlequin CRM for Charities

Harlequin CRM for Charities

Harlequin Software
DonorExpress

DonorExpress

DonorExpress Software
Foundant

Foundant

Foundant Technologies

Categories

Nonprofit Supported

Categories

Fundraising Supported

Integrations

Blackbaud CRM Not Supported
Ellucian Not Supported
Gmail Not Supported
Microsoft Excel Not Supported
Microsoft Outlook Not Supported
Salesforce Not Supported

Integrations

Blackbaud CRM Supported
Ellucian Supported
Gmail Supported
Microsoft Excel Supported
Microsoft Outlook Supported
Salesforce Supported
Claim FirstClass and update features and information
Claim FirstClass and update features and information
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Claim Givzey and update features and information