By Bobby Parmar, Account Manager at FirstClass
Wow, what an event! The Institute of Legacy Management’s annual conference (ILM, for any readers who aren’t aware) was particularly special this year. Well, for us at least – but I’ll come on to that in a minute.
First, I have to say that there's nothing like being in a room full of like-minded people, all of whom are passionate about legacy management (and incredibly talented in their respective legacy management fields).
It’s also really quite inspiring to see so many people from some of the UK’s best-loved charities discussing the sector and sharing best practices.
But for us, having provided a key legacy management tool for charities’ legacy management programmes for almost three decades, there was something else, too.
Throughout the day, we continually bumped into people who, over the years we've worked together, have become like family.
From legacy managers at RNLI and Cancer Research UK to team members from RSPCA, Barnados and Legacy Link, it was great to see so many people in one place.
We also had the opportunity to meet with members of a steering group we've formed to help us shape the next version of our software – version 5 – in the most collaborative way possible.
Three members of the group, Angela Noguera-Horne from Cancer Research UK, Val Tabor from Barnados, and Daniel Pepper from RNIB, even shared some initial feedback from users, much of which suggests that they are generally happy with the product.
And, of course, following our recent national award win, having collected the Outstanding Partner to the Sector Award at the Smee & Ford Legacy Giving Awards 2024, many well-wishers - both customers and non-customers – were very kind about our recent success.
However, the biggest pat on the back came from ILM, which is eager to develop an official qualification on FirstClass. This recognition shows that we're becoming a standard part of the legacy management infrastructure and doing something right, too.
This year's ILM was exceptional, and the FirstClass team was incredibly proud to be a part of it.
Looking for an award-winning bequest management partner? Get in touch with our team today.
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