Purpose-built bequest management software

Optimise income and save admin time with FirstClass – designed by charities, for charities.

FirstClass solution to manage Gifts in Wills

SOFTWARE THAT MAKES A DIFFERENCE

FirstClass solution to manage Gifts in Wills

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.

Pet charity

ABOUT FIRSTCLASS

Trusted by more than 100 charities

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.

Improve data quality for optimal outcomes

Improve data quality

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.

Increase revenue

Increase revenue and accurately forecast income

We help you understand the optimal systems and processes you need to engage your audience and maximise your bequest income stream.

Work more efficiently with established best practices

Work more efficiently

Charities and hospices that rely on FirstClass

FirstClass customer stories

A young woman in a wheelchair holds the hand of her friend who is standing behind her

Major cancer charity puts efficiency first with FirstClass

By Tayla Brand • December 3, 2024
Since it was formed in 1911, Macmillan Cancer Support has grown into one of the largest British charities. Raising money to provide vital cancer services, campaign for better cancer care and support the cancer workforce, Macmillan Cancer Support is now nationally recognised and hugely respected.
A patient undergoing an eye examination

Vision for growth sees The Macular Society choose FirstClass

August 12, 2024
The Macular Society was founded in 1987 to provide support for people with Macular Disease – a degenerative condition that impacts the macula, which forms part of the retina at the back of the eye.

FirstClass sends iconic college’s legacy programme to the top of the class

April 15, 2024
Imperial College London (Imperial) is a world-leading university for science, technology, engineering, medicine and business. It was founded in 1907 with a mission to use science to try to understand more of the universe, and improve the lives of more people in it. Viewing science as more than simply a subject but a mindset, a bias for inquiry and action, and the pursuit of knowledge and new ideas with grit, humility, creativity and courage, Imperial now has a number of campuses throughout London and the South East of England.
Show More

FirstClass in action

Legacy Link

“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

Why FirstClass