Maximise your legacy income 

Put efficiency first with effective legacy management

FirstClass legacy management software helps charities and not-for-profit organisations simplify every aspect of their legacy administration. With nearly three decades of experience in the industry, FirstClass enables charities to stay organised, reduce admin time and accurately manage bequest income. 

Gain full visibility of your bequest income pipeline, with all data visible in one easy-to-use platform, detailed case records, income dashboards, and financial reporting tools.

FirstClass can also be seamlessly integrated with a range of CRM systems, as well as the Smee & Ford legacy notification service, to ensure you’re always up-to-date.

Charity success

As the world’s largest independent cancer research organisation, Cancer Research UK needs a reliable way to handle the high volume of bequests they receive. Since 2003, they have been using FirstClass as a key strategic tool, enabling them to comprehensively manage and report on their bequest revenue with ease.

“Everything within our department is managed by FirstClass. My team members and I couldn’t do our jobs without it; it’s the beating heart of the legacies team.”

Angela Noguera-Horne
Legacy Management Officer at Cancer Research UK

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.