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

By Fiona Paton June 9, 2026
The background How Daniel Pepper and FirstClass have grown together - and why he wouldn’t have it any other way. Some working relationships just work. They grow, they evolve, they quietly become indispensable - and before you know it, two decades have gone by. That’s exactly the story of Daniel Pepper and FirstClass. Daniel, who heads up legacy administration at the Royal National Institute of Blind People , has been working with FirstClass for around twenty years - a journey that began at the MS Society before he brought his expertise with FirstClass's latest version to RNIB. Not as a passive user, but as a genuine partner - contributing to the development of successive versions of the software, and now looking ahead to what FirstClass 5 will bring. It’s the kind of relationship that’s hard to manufacture and impossible to fake. A Team That Stays - and a System That Keeps Up Walk into Daniel’s world - figuratively speaking - and the first thing that strikes you is the warmth. He has never had to recruit in his eleven years at RNIB. Some of his team have been there eighteen to twenty years. It speaks to a culture where people feel genuinely valued, and where the work, however complex, feels meaningful. And complex it certainly is. Legacy administration isn’t just about processing paperwork. It demands a working knowledge of wills, tax, finance, surveyors, and everything in between. With over 1,200 cases to handle each year and legacy income of circa £37 million - a significant proportion of RNIB’s total income - the stakes are as high as they come. Getting it right, consistently, is non-negotiable. Which is exactly why having the right system matters so much. Daniel has a training approach that’s as simple as it is effective. When they moved to FirstClass 4 each morning, he’d place a fictitious letter or a will on his team’s desk and ask them to work through what needed to happen in FirstClass. No lectures. No manuals. Just real-world practice with the type of documents they would encounter. It kept everyone sharp, processes consistent, and meant the team could handle whatever came their way with confidence. When the move to FirstClass 5 comes, he plans to do the same - so the team hits the ground running from day one. And the team behind the software? Daniel is just as effusive. Knowledgeable, responsive, and refreshingly honest about what they can  and can’t do. In a world where over-promising is almost the norm, there’s something genuinely reassuring about a team that gives you a straight answer. It’s the kind of trust that takes time to build - and twenty years in, it’s clearly very much intact.
By Fiona Paton November 4, 2025
The background International Fund for Animal Welfare (IFAW) was founded in 1969, with the aim of stopping the commercial hunt for whitecoat seals on the east coast of Canada. IFAW has grown into a charity that works across seas, oceans, and in more than 40 countries around the world. IFAW is dedicated to building a world where animals and people can thrive together on a healthy planet. Through its work in the fields of biodiversity conservation and wildlife rescue, IFAW has had a major impact on ecosystems and communities around the world. With a third of the charity’s income stemming from legacies, IFAW has been using FirstClass to streamline, manage, and monitor this crucial revenue stream from its UK office for over 10 years. However, its international counterparts were using disparate systems that were incurring significantly more administration time than would have been required when using one standardised legacy management platform. In 2025, the decision to implement FirstClass across six new international territories was taken. 
A young woman in a wheelchair holds the hand of her friend who is standing behind her
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.
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