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Be the First in the Class and achieve the ‘gold standard’ in bequest management

FirstClass has become an industry ‘gold standard’. In many cases, its use across the UK’s diverse range of charities is regarded – perhaps unofficially – as a qualification, with those with experience of using it seen as having an additional and highly coveted skillset.


However, FirstClass is not just used by charities. It’s also used by high-profile benchmarking organisations and industry authorities such as Legacy Foresight and Legacy Link. As a result, FirstClass has a reach and positive impact that goes far beyond a typical industry product or traditional supplier/customer relationship.

Have you ever wondered how other charities manage their legacy income, do they use software like FirstClass, and how do they ensure they get the most out of their platform?


FirstClass is excited to introduce our new series of 'Lunch and Learn' sessions focused on Legacy Best Practices, and delivered by our training partner Legacy Link. 

These free one-hour sessions that are open to anyone who is interested in tools to effectively and efficiently manage legacy income. 


Each quarter we'll explore new topics, discuss challenges, and share how people also use FirstClass to achieve this. From managing your bequest pipeline to accruals, valuations, and much more you can be sure to learn and benefit from these best practice sessions.


For our second session we are delighted to collaborate with the Institute of Legacy Management (ILM). Paul Browne (Head of Legacy Administration at Legacy Link and ILM Board Member will host this session to discuss best practices, tools, and tips to optimise your legacy income alongside Bobby Parmar (FirstClass).


Both Paul and Bobby are very keen to make these sessions as interactive as possible. To assist with this and ensure we cover areas of interest please choose from the topics listed here. There will also be an opportunity to ask questions on the day.


We hope you can make it and look forward to seeing you there – click here to register.

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