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Description
Charity Tool is a software solution tailored for Canadian charitable organizations, streamlining the process of printing and emailing tax receipts that comply with CRA regulations, thereby saving time and effort for administrators. It allows for the efficient management of donor details and transaction histories, facilitating a deeper understanding of donors to enhance the success of the charity. Users can easily capture contact details of donors while also searching for existing contributors interactively. The system supports tracking an unlimited number of donations and pledges, enabling the creation of detailed profiles for individuals, households, and businesses. It also allows users to jot down notes about each donor to keep track of important events and locate donor addresses via Google Maps. Donors who are not required to receive tax receipts can be flagged, and any information gaps can be monitored. Additionally, the software assists in managing fundraising campaigns by providing insights and analyses of organizational activities. Payments can be automatically matched to pledges, allowing for tracking from single payments to complex recurring donations, and facilitating the management of donation records linked to specific accounts. The tool can generate reports on collected, uncollected, and unfulfilled pledges, offering a comprehensive overview of the charity's financial landscape. Furthermore, the intuitive interface ensures that users can navigate easily, making it accessible even for those less tech-savvy.
Description
FirstClass is a specialized tool for managing bequests, tailored for charities and non-profit entities to effectively handle and enhance the gifts designated in wills, offering a unified platform for the entire lifecycle of legacy contributions. This tool was developed nearly thirty years ago by a coalition of charities and has since transformed into a premier solution, now relied upon by over 100 organizations to proficiently manage, monitor, and optimize their bequest revenue. It allows users to systematically arrange information in a coherent and uniform manner, establishing a definitive repository that encompasses comprehensive records of various assets including cash, real estate, and investments, as well as both draft and finalized estate accounts for thorough financial transparency. By enhancing the quality and precision of data, it equips teams to better project income and discover new avenues to boost revenue from legacy donations, ultimately fostering stronger relationships with donors and ensuring sustainability for charitable missions. The ongoing updates and responsive features of FirstClass continue to meet the evolving needs of organizations in the charitable sector.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$400.00/year
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Charity Tool
Country
Canada
Website
www.charitytool.com
Vendor Details
Company Name
FirstClass
Founded
1996
Country
United Kingdom
Website
www.firstclass-software.com
Product Features
Donation Management
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Product Features
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
