SOFTWARE THAT MAKES A DIFFERENCE
Bequest management software FirstClass was designed by charities, for charities that needed to manage Gifts in Wills and optimise their bequest pipeline, too.
It’s been the market leader for nearly three decades, saving charity teams time and money, while also helping maximise bequest income.
ABOUT FIRSTCLASS
FirstClass was launched nearly three decades ago, after a group of charities identified the need to build a software solution that could enable them to manage their bequest processes and attract Gifts in Wills, too.
Since then, the FirstClass team has worked closely with charities to continuously evolve and develop the software to enhance user experience and bequest management best practices.
Organise your data in a structured, logical and consistent format, saving time and boosting income while centralised records create a single source of truth.
Record individual assets, cash, property and investments alongside draft and final estate accounts, giving you full visibility into everything your organisation is due.
We help you understand the optimal systems and processes you need to engage your audience and maximise your bequest income stream.
“With FirstClass, charities can gain access to insights and data that simply isn’t available to those who don’t use the system. I can say with 100 per cent certainty that those who do perform much better. There is nothing like it on the market. Nothing else comes close.’’
Paul Browne, Head of Legacy, Administration, Legacy Link
After I began leading the legacy team, we installed FirstClass and never looked back. It has been developed by legacy professionals, it’s bespoke to the nature of our work and it does everything we need it to do.”
Emma Colborne, Head of Legacy Administration at Blue Cross
‘’I would highly recommend FirstClass. I have used this platform for 6 years and could not imagine using anything else. FirstClass has the ability to record every aspect of each legacy case as well as being able to record any relevant notes. The team are excellent and always at hand to sort any queries.’’
Annette Fuller, Legacy Team Manager, RNLI
Evolution House, Caxton Road, Preston, Lancashire, PR2 9ZB, United Kingdom
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Australia: +61 (0) 2 9191 6333
New Zealand: +64 (0) 44 880 880
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