Protect Every Legacy Gift
A legacy management solution for arts and heritage organisations
A purpose-built solution for preserving every legacy gift
FirstClass legacy management software helps arts and heritage organisations simplify every aspect of legacy administration, helping you stay organised, reduce manual effort, and accurately track and forecast legacy income.
Gain full visibility of your bequest income pipeline, with data from multiple sources in one easy-to-use platform, detailed case records, income dashboards, and financial reporting tools.
Every case, contact and communication lives in one place, so nothing is lost between spreadsheets or separate systems. And whatever your size or caseload, there’s a package to fit: from a single licence to a fuller deployment, so you only pay for what you need.
Sector Challenges: Arts & Heritage Organisations
Small Teams
Legacy administration frequently sits with one person, fitted around fundraising or programming
Resrticted Gifts
Many bequests are earmarked for a specific purpose, such as an acquisition, a named fund, or protecting a particular site.
Funder Reporting
Trustees and funders such as the Arts Council or National Lottery Heritage Fund expect accurate, audit-ready records.
Relationships
A supporter's connection, as a visitor, member or volunteer, can span decades before a gift comes to light.
Arts & heritage success
The National Trust manages up to 1,500 legacy cases at any time, funding around £60 million a year in conservation work. FirstClass has grown alongside the Trust for two decades, giving Jenny Alexander's team full ownership of the system and the confidence to keep finding new ways to use it.
"Even a caseload of twenty can outgrow a spreadsheet, the audit trail turns fragile, and the risk builds quietly in the background. FirstClass scales down just as effectively as it scales up."
Katharine Palmer
Legacy Officer at Imperial College London
Income dashboards
Easily view income figures and targets.
Enabling full visibility of your pipeline.
Rapid access to records
Keeping all your communications on brand.
Customisable templates
Financial reports
Pre-built to provide quick access to important figures.
Updated automatically with every new communication.
Contact records
From our friendly team just a phone call away.
FirstClass support
FirstClass solutions
With decades of experience supporting organisations in optimising their legacy income, the award-winning FirstClass team is here to help you take your legacy administration to the next level.
