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ease
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ease
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support

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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

No price information available.
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

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
Campaign Management
Customer Advocacy
Event Triggered Actions
Forms Management
Legislation Tracking
Petition Management
Political Advocacy
Rewards Program
Social Engagement

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

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Grant Management

Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
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

Alternatives

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Alternatives

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