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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.

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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 patient undergoing an eye examination
August 12, 2024
The background 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. Since the 1990s, the charity has helped thousands of people struggling with sight loss and continues to invest heavily in groundbreaking research to find a cure. Its legacy programme has also grown considerably over the last two decades. In 2009, the charity had 12 known legacy pledges. In 2024, it secured almost 600, growing legacy income from hundreds of thousands of pounds to £4m. This growth trajectory led The Macular Society to choose bequest management software FirstClass in 2023.
April 15, 2024
The background 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. With total charitable income amounting to £60m a year, £5m of which originates from bequest giving, the legacy team decided that it was time to accelerate its legacy programme in order to boost legacy-related revenue. Yet, with a legacy management infrastructure historically built around manual methods using a combination of spreadsheets and CRM, the legacy team established that this was not enough to effectively maximise the value of its estates. In order to do this whilst futureproofing its legacy management capabilities, increasing revenue and improving the efficiency of the legacy management team, Imperial chose FirstClass – making it the first educational institution ever to incorporate the platform.
a woman in a purple shirt is hugging a bald man
November 30, 2023
The background As part of an international Christian voluntary network dedicated to tackling poverty in all its forms by providing practical assistance to those in need, St Vincent de Paul Society has been helping people since 1844. With over 10,000 members, all of whom are motivated by faith and committed to visiting vulnerable people across England and Wales to offer friendship, St Vincent de Paul Society has a strong national presence. However, with an annual legacy income of £800,000, it relies heavily on financial support to continue funding its good work.  One critical source of revenue is bequest income which, since late 2023, the organisation has been managing using FirstClass.
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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

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