FirstClass wins first place after scooping national award

FirstClass, the UK's leading legacy management software provider, has won the Outstanding Partner to the Sector Award at the Smee & Ford Legacy Giving Awards 2024.


Out of a pool of 108 finalists, FirstClass emerged as one of the 20 national award winners and was presented with the accolade at a ceremony hosted by comedian Lucy Porter, which welcomed 300 guests and took place at the Hilton Bankside on 18 April.

 

The judging panel, which included 42 prominent figures from the legacy community, assessed FirstClass on its ambition, excellence and outcome and decided that the legacy management expert, who has been serving the legacy sector for almost three decades, was a worthy winner.


FirstClass's bequest management platform is an industry 'gold standard' for organisations and teams managing bequests. The platform is used not only by charities but also by high-profile benchmarking organisations and industry authorities such as Legacy Foresight and Legacy Link. 


As of 2024, FirstClass has 500 users, and together, these users manage a combined bequest revenue of £1.4bn. 


On receiving the prize, Rich Mullens, Product Director for FirstClass, said:

"We're incredibly proud that our product and the hard work of those who continually develop it has been recognised at a national level.

FirstClass has been helping charities manage and maximise their bequest revenue for nearly 30 years, which is a huge achievement in itself. However, this award goes to the team, which, through its tireless work and a continued commitment to providing charities with what they need to manage, track and monitor legacy revenue, has set the benchmark when it comes to bequest management software."

Polly Avgherinos, Managing Director at Smee & Ford, adds:

"The Smee & Ford Legacy Giving Awards are dedicated to celebrating the incredible work of legacy professionals, giving individuals and teams an opportunity to showcase their work and gain recognition. 


"It's been wonderful to see the positive response for these awards from the sector with a significant increase in participation producing more entries, more judges, more attendees and more finalists this year!"


For more information on the Smee & Ford Legacy Giving Awards 2024, visit legacygivingawards.co.uk. 


For more information on FirstClass, visit www.firstclass-software.com. 

Stay Informed: Microsoft SQL Server 2016 Retirement approaching

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.

New Outlook for Windows - Here's What You Need to Know

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

What’s New, What’s Next: Introducing FirstClass 5 Essentials

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: