GDPR is back … here’s how FirstClass is tackling it

Many things have changed because of Covid. Strangely enough, GDPR is one of them.

 

Prior to the pandemic, it was ALL about GDPR. In fact, organisations were falling over themselves to be compliant. And then priorities shifted in the wake of a pandemic.

 

But GDPR is back on charities’ radars. Fortunately, FirstClass prioritised GDPR before 2020, so now that it’s back on the priority list, we’ve got everything charities need to be compliant when it comes to bequest management.

 

Here are five FirstClass features that can help charities support data protection and comply with GDPR.


1.  Anonymise and pseudonymise


We’ve developed an anonymisation and pseudonymisation function, which protects everyone’s records within the FirstClass platform.

 

With FirstClass anonymise, for example, all individual identifiers are removed, so there is no way of establishing someone’s identity. Or, if that feels too extreme for some, FirstClass pseudonymise enables users to remove identifiers from the record but retain the ability to reallocate them later. Both aspects can be managed on an individual or bulk basis.


2.  Jog your memory


With FirstClass’s Review Reminders function, users can set reminders against legacies stored within their system so that they receive data management prompts at pre-programmed times or regular intervals.

 

For example, a charity may want to set reminders that prompt them to anonymise or pseudonymise data every six weeks. 


3.  Take the faff out of fetching

 

Everyone knows that effective and secure data storage is critical. But what about retrieving data? In our view, having the facility to retrieve the data you need—whenever you need it —is as important as being able to safely store it.

 

With that in mind, we’ve made collating data seamless. Now, if you need to respond to a subject access request or need to address a disclosure requirement, the FirstClass multiple search criteria function lets you fetch data just as easily as you stored it.

 

4.  Encryption enabled

 

FirstClass facilitates transparent data encryption, which means encryption can be activated at even an individual file level.

 

It’s important to note that this can only be executed if your charity’s server supports this function. If it does, ALL database and backup files can be protected via encryption.

 

5.  The ‘D’ word

 

No, we’re not talking about data – but the word ‘delete’. People often feel a little uneasy when the words ‘data’ and ‘delete’ are uttered in the same sentence. But sometimes, deletion is the best way forward if the data is no longer required.

 

FirstClass enables users to delete people and contacts from the system permanently – but only those with valid access and security rights can do this.

 

When it comes to bequest management platforms, GDPR is becoming increasingly important.

 

To find out exactly how it affects you and how FirstClass can help you manage it, contact the team on 01257 272730 or email info@clear-software.co.uk.

People looking at a meeting on a screen
By Fiona Paton • October 28, 2026
At FirstClass, we’ve always believed our product should grow with the charities and non-profits who use it. Your input has shaped the way we build, and now we want to take that collaboration one step further. Monthly Check-in Calls We’re introducing monthly check‑in calls, an open forum where you can drop in, chat with the team and other customers, and explore anything related to the product. No agenda, no pressure. Just space for conversation, questions, and shared ideas. These sessions give you the chance to: Share your priorities and help shape how we address different aspects of the system Stay informed on technical updates, including external systems like SQL or Outlook What’s new across our Team, billing, and the wider company See functionality demonstrated live - if you’re unsure how something works, we’ll show you Updates on features and fixes in the latest releases Ask questions on any part of the system Whether you join for five minutes or stay for the full hour, this is your space to connect with us. It’s a chance to explore challenges together, share experiences, and help shape a product that truly works for charities. We’ll host these sessions monthly on Microsoft Teams, giving you regular opportunities to drop in and join the conversation. As the sessions develop, we'd like to occasionally bring a specific topic to the group rather than holding separate meetings. This makes better use of everyone's time and brings the right voices into the room. Our next session will cover the upcoming pension changes and how they might be handled in FirstClasswill on Wednesday, 18th November at 11:00. You can sign up using the Save the Date button below.
By Fiona Paton • September 23, 2026
You've invested in the right technology. FirstClass gives your team the infrastructure to manage legacy administration with precision, visibility, and confidence. The question worth asking now isn't whether the system works. It's whether you're growing with it. A System Built for the Long Game Unlike a CRM built around fast transactions and contact records, FirstClass is a case management system designed for the long, complex timelines of legacy administration. A single legator can have multiple legacies, contacts, reviews, and years of correspondence, all tracked in one place across a timeline that can span decades. That architecture is what makes legacy administration possible at real scale. Most customers know this. What's less obvious is how much depth the system has to offer over time. Our Open Spaces sessions bring customers together to share how they use FirstClass, and the conversations are genuinely illuminating. Teams with years of experience are regularly discovering new approaches, ways of handling income, managing reviews, or structuring their pipeline that they hadn't considered before. Others in the room take those ideas and apply them the following week. That kind of peer knowledge, built up across a community of legacy professionals, is hard to find anywhere else. Regular Giving and Legacy Fundraising: Are They Talking to Each Other? Most charities are engaged in both regular giving and legacy fundraising, and often the two don't talk to each other as much as they could. They should. Regular givers of today, nurtured through long-term stewardship, become the legacy pledgers of tomorrow. The relationship that starts with a monthly direct debit is often the same relationship that ends with a gift in a will. The supporter who has given loyally for twenty years is precisely the person most likely to consider a legacy, if the conversation is started at the right moment, through the right channel. So when a thank-you message goes out to a regular giver, is it also pointing them toward your gift in wills page? When a supporter reaches a significant anniversary of giving, is that milestone being used to deepen the relationship in a way that opens the legacy conversation naturally? These aren't complicated asks. They're moments already in the calendar, communications already being sent. The question is whether the marketing is joined up enough to make the most of them. The Data That Makes It Possible Joined-up marketing depends on joined-up data. And that's where many legacy programmes quietly lose ground. Outdated contact records, missing mobile numbers, deceased supporters still on mailing lists - these don't just create administrative problems. They limit the effectiveness of every communication your team sends and every campaign your fundraising colleagues run. A personalised message sent to the wrong address, or addressed with the wrong name, does the opposite of what it was intended to do. Clean, accurate data is what connects FirstClass's case management capability to your legacy programme's growth potential. It's what makes it possible to identify your most engaged regular givers, reach them through the channels they actually use, and start the legacy conversation at exactly the right moment. Without it, even the best marketing strategy and the best system in the sector will underdeliver. Data cleansing isn't a one-off project. It's an ongoing discipline, and one that pays for itself in more accurate reporting, more effective communications, and more cases entering the pipeline. Growing With Confidence FirstClass is built to handle volume and grow with you. The opportunity is in making sure the marketing, the data, and the stewardship are working together to fill it. The legacy professionals who make the most of FirstClass tend to be the ones who treat it not just as an administration tool but as the foundation of a joined-up programme. One where regular giving and legacy fundraising inform each other, where data is kept current, and where the system's full capability is being put to work. If any of this has sparked some useful thinking, our team would be glad to talk it through.
By Fiona Paton • September 9, 2026
The background Two decades with the National Trust, and still finding new ways to go further. The National Trust exists to protect and preserve places of historic and natural significance for future generations. It’s a mission built on the long view: on the belief that what’s worth having is worth caring for over time. It’s a philosophy that sits rather well with a twenty-year relationship with FirstClass. Legacy income of around £60 million a year funds the Trust’s core conservation work, protecting historic properties, caring for nature, and keeping some of Britain’s most loved places open for the people who love them. Managing that income, with around 1,200 cases open at any one time, demands a system that can carry the weight. FirstClass has been doing exactly that since the Trust was among the early adopters of FirstClass 2, growing alongside the product through successive versions. Jenny Alexander, who heads up legacy administration, leads a dedicated team, and among them is Kim Miles, a legacy officer who has been with the Trust for twenty-five years, using FirstClass for ten of those. Between them, the team brings years of FirstClass experience, whether at the Trust or across previous organisations, and a perspective on the system that is both broad and forensically detailed. Every Part of It Ask Jenny and Kim how they use FirstClass and the answer is straightforward: completely. Keywords for rapid searching, automation on reviews linked to case history and income, and custom reports built to their own specifications. Over two decades, the Trust has worked its way into every corner of the system, consistently looking for ways to make a complex operation run more smoothly.