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Average Ratings 0 Ratings

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Description

CharityEngine CRM simplifies the complicated world of online fundraising. Our nonprofit CRM makes fundraising easy. The intuitive design allows nonprofits to manage their online donations. Our CRM makes it easy to create branded online forms, secure, PCI-certified payments processing, and automated donor thank you emails. We even make it possible to set up gift matching. The latest in CRM technology for nonprofits will show your donors that you care.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

360MatchPro Yes 
Authorize.Net Yes 
Blackbaud Raiser's Edge NXT Yes 
Facebook Yes 
FedEx Ship Manager Yes 
Fiserv Engagement Advantage Yes 
Google Analytics Yes 
Google Maps Yes 
Microsoft Dynamics SL Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft Power BI Yes 
PayPal Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Symantec Asset Management Suite Yes 
Typeform Yes 
UPS Ready Yes 
X (Twitter) Yes 

Integrations

360MatchPro No 
Authorize.Net No 
Blackbaud Raiser's Edge NXT No 
Facebook No 
FedEx Ship Manager No 
Fiserv Engagement Advantage No 
Google Analytics No 
Google Maps No 
Microsoft Dynamics SL No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft Power BI No 
PayPal No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Symantec Asset Management Suite No 
Typeform No 
UPS Ready No 
X (Twitter) No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CharityEngine

Founded

1999

Country

United States

Website

www.charityengine.net

Vendor Details

Company Name

FirstClass

Founded

1996

Country

United Kingdom

Website

www.firstclass-software.com

Product Features

Advocacy

Advocate Management No 
Campaign Management No 
Customer Advocacy No 
Event Triggered Actions No 
Forms Management No 
Legislation Tracking No 
Petition Management No 
Political Advocacy No 
Rewards Program No 
Social Engagement No 

Donation Management

Campaign Management Yes 
Donation Tracking Yes 
Donor Database Yes 
Event Management Yes 
Gift Management Yes 
Grant Management Yes 
In-Kind Donations Yes 
Matching Donations Yes 
Mobile Donations Yes 
Online Donations Yes 
Pledge Management Yes 
Receipts / Statements Yes 
Recurring Donations Yes 
Volunteer Management Yes 

Fundraising

Alumni Management No 
Auction Management Yes 
CRM Yes 
Campaign Management Yes 
Contribution Tracking Yes 
Donor Management Yes 
Event Management Yes 
Gift Matching Management No 
Grant Management Yes 
Membership Management Yes 
Mobile Giving Yes 
Payment Processing Yes 
Pledge Management Yes 
Prospect Management Yes 
Raffles / Lotteries No 
Recurring Giving Yes 
Volunteer Management Yes 

Grant Management

Compliance Management Yes 
Contract Management Yes 
Grant Application Management Yes 
Grant Award Tracking Yes 
Grant Opportunity Search No 
Self-Registration No 

Nonprofit

Accounting No 
Committee Management No 
Donor Management Yes 
Dues Management Yes 
Event Management Yes 
Fundraising Management Yes 
Member Database Yes 
Membership Management Yes 
Social Media Management No 
Volunteer Management Yes 

Product Features

Nonprofit

Accounting No 
Committee Management No 
Donor Management No 
Dues Management No 
Event Management No 
Fundraising Management No 
Member Database No 
Membership Management No 
Social Media Management No 
Volunteer Management No 

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