FirstClass goes Global

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.


“Trying to understand pipelines, trends, and forecasting figures across seven different countries is a challenge in itself. This is further compounded when the data you’re trying to make sense of is being held in different platforms, software, and even manual spreadsheets. As IFAW’s UK office had enjoyed the transparency and single source of data afforded by FirstClass over a 10-year period, it made sense to roll the platform out across our global offices."


Georgina Hyman, Legacy Management Director at IFAW

The project


In the absence of a single, automated legacy management platform, IFAW’s Global Legacy Administration Manager, Niall Mason, was spending a significant amount of time reconciling key data relating to critical areas of legacy management from multiple sources.

 

Similarly, accessing sensitive information relating to contentious cases was difficult – if not impossible – to achieve.

 

Recognising the need for transformation, Georgina Hyman, Global Legacy Director, championed a strategic initiative to overhaul how IFAW’s legacies were managed worldwide. This included a strong internal commitment to professionalise and standardise legacy management processes across all regions.

 

In July 2025, FirstClass was rolled out to Australia, Canada, France, Germany, the Netherlands, and the United States.



The result


Since incorporating FirstClass worldwide, IFAW has:


  • Standardised the way IFAW approaches legacy management and monitoring across seven countries worldwide


  • Created substantial time and administration savings – in many cases completing tasks that had previously taken days in a matter of hours


  • Implemented legacy management best practice across a global workforce, upskilled the global legacy administration team and professionalised legacy management across IFAW



  • Raised the profile of legacy administration internally and demonstrably reinforced the importance of IFAW’s legacy function amongst internal and external stakeholders


“We have faith in FirstClass, which is why we took the bold step of becoming the first multi-country charity to adopt the platform across multiple territories. During the global rollout, Niall worked closely with the FirstClass team, who were supportive and collaborative – particularly Shaun, from whom we had the sense that he wanted to see the international rollout be a success as much as we did! While there are still elements to refine as FirstClass evolves into an international platform, we now have a standardised way in which to manage and monitor legacies that eliminates risks associated with human error, and that can be scaled in line with the charity’s growth.”


Georgina Hyman, Legacy Management Director at IFAW


Download the case study
By Fiona Paton October 30, 2025
With the upcoming retirement of Microsoft SQL Server 2016 on 14th July 2026 , we want to ensure you're aware of how this may impact your use of FirstClass. If you're using FirstClass 4 Web, Essentials, or Cloud , there's no action needed - your database is fully managed by us. If you're using FirstClass 4 In-house , then this update is important. Please review your setup or speak with us and/or your IT team to ensure you're prepared. To check your database type, open FirstClass , go to the System page from the main window, and look for whether you're using Microsoft SQL Server or Azure SQL Database . How to check your SQL Setup in FirstClass Open FirstClass and go to the System page (see below) from the main window, and look for whether you're using Microsoft SQL Server or Azure SQL Database . Locate the SQL Server Edition field: If it shows SQL Azure, you're using the cloud-based Azure SQL Database version. No action is needed - Microsoft handles updates automatically. If it shows something else like Standard or Enterprise Edition , you're using the traditional on-premise version. This requires manual updates and will eventually go out of support. Next, check the SQL Server Version field: This will show a numeric value (e.g., 13, 14, 15, 16). If your version is 13 or lower , you should begin planning with your IT department and our support team to upgrade your database server before support ends. Why it matters Security : Unsupported versions no longer receive security updates, leaving your systems vulnerable. Compliance : Many regulatory frameworks require supported software. Performance : Newer versions offer better performance, scalability, and features. If you're unsure about any of the above? Log a support ticket and we’ll be happy to assist. A sample of the System page is shown below, showing the SQL Server Edition and SQL Server Version information. For reference, the various SQL Server versions and their support dates are also listed in the table. The key date is the End of Extended Support column on the right, as this is the date Microsoft stops issuing security updates for that version of SQL Server.
By Fiona Paton October 27, 2025
Microsoft’s New Outlook for Windows Whilst it became generally available in August 2024, it is currently not supported by FirstClass d ue to integration limitations. The New Outlook cannot facilitate outbound sending or importing of emails from other applications, and it does not yet provide the full functionality available in Classic Outlook. What this means for you: Computers running FirstClass must continue using Classic Outlook to maintain full functionality. Microsoft encourages users to try the New Outlook, so be aware of this prompt if you rely on FirstClass for email integration. Guidance for users: Look for the New Outlook icon in the top-right corner of Outlook, see below Revert to Classic Outlook by clicking the slider to “off”, see below, and restart Outlook to switch back to Classic Outlook. For any issues with email integration, please contact our support team FirstClass remains fully compatible with Classic Outlook. Users are advised to retain Classic Outlook until full support for the New Outlook is confirmed, which is supported by Microsoft until at least 2029. Further details on extended support for classic Outlook can be found here.
Lady looking at a computer screen, happy
By Fiona Paton October 27, 2025
We're excited to announce that we're set to unveil FirstClass 5 Essentials, the first phase of the latest generation of our award-winning platform, in a move that is expected to cement our position as the charity’s choice of legacy management technology. Development on FirstClass 5 began in 2024 following significant investment from our parent company ClearCourse, and close collaboration with Paul Browne, Head of Legacy Administration at Legacy Link. Now, as part of the first phase of the rollout, FirstClass 5 Essentials will replace FirstClass 4 Web as the company’s most accessible product, which is geared towards smaller charities looking to transition from manual legacy management to modern-day, automated processes. Whilst the launch date of FirstClass 5 is yet to be confirmed, the unveiling of FirstClass 5 Essentials, which is scheduled for release before Christmas, will include new features not currently available in FirstClass 4 Web. These include a multi-charity view, for users who manage legacies for different charities within a group structure, and the ability to manage multiple legacies per legator, such as where pecuniary and residuary gifts stem from the same legator. A new issues function, which allows users to address legal and contentious issues, is also included. Hosted within the cloud to provide users with added security, FirstClass 5 Essentials is expected to radically modernise legacy case management via a much more accessible user interface, improved connectivity and integration capabilities with other systems such as Smee & Ford, and enhanced workflows that make the platform quicker to navigate and easier to use. Rich Mullens, Product Director at FirstClass, comments: