Handle legacies with ease
A legacy management solution for schools, colleges and universities
A future-proofed solution for making the most of gifts in wills
FirstClass legacy management software helps schools, colleges and universities 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.
FirstClass can also be integrated with a range of CRM systems, as well as the Smee & Ford legacy notification service, to help you stay up to date.
Why legacy management looks different for Universities
Alumni
Gifts often follow a relationship that began as a student, often across multiple family generations.
Restricted gifts
Many legacies carry conditions, named scholarship or department, that must be honoured for years.
Public profile
Named gifts & endowed positions carry a public profile that a general donation typically doesn't.
Audit scrutiny
Advancement teams and auditors expect standardised, audit-ready data, not a spreadsheet.
Higher education success
Imperial College London needed a way to accelerate their legacy programme and boost legacy-related revenue. FirstClass has enabled them to progress from manual methods to a streamlined system, providing easy access to data, increased security and opportunity for growth.
“After demonstrating to the wider team what was possible when using FirstClass, the decision was taken to invest in the system – and nobody has looked back.”
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.
