Legacy Giving: Where Donors Leave Their Mark

The background How Daniel Pepper and FirstClass have grown together - and why he wouldn’t have it any other way. Some working relationships just work. They grow, they evolve, they quietly become indispensable - and before you know it, two decades have gone by. That’s exactly the story of Daniel Pepper and FirstClass. Daniel, who heads up legacy administration at the Royal National Institute of Blind People , has been working with FirstClass for around twenty years - a journey that began at the MS Society before he brought his expertise with FirstClass's latest version to RNIB. Not as a passive user, but as a genuine partner - contributing to the development of successive versions of the software, and now looking ahead to what FirstClass 5 will bring. It’s the kind of relationship that’s hard to manufacture and impossible to fake. A Team That Stays - and a System That Keeps Up Walk into Daniel’s world - figuratively speaking - and the first thing that strikes you is the warmth. He has never had to recruit in his eleven years at RNIB. Some of his team have been there eighteen to twenty years. It speaks to a culture where people feel genuinely valued, and where the work, however complex, feels meaningful. And complex it certainly is. Legacy administration isn’t just about processing paperwork. It demands a working knowledge of wills, tax, finance, surveyors, and everything in between. With over 1,200 cases to handle each year and legacy income of circa £37 million - a significant proportion of RNIB’s total income - the stakes are as high as they come. Getting it right, consistently, is non-negotiable. Which is exactly why having the right system matters so much. Daniel has a training approach that’s as simple as it is effective. When they moved to FirstClass 4 each morning, he’d place a fictitious letter or a will on his team’s desk and ask them to work through what needed to happen in FirstClass. No lectures. No manuals. Just real-world practice with the type of documents they would encounter. It kept everyone sharp, processes consistent, and meant the team could handle whatever came their way with confidence. When the move to FirstClass 5 comes, he plans to do the same - so the team hits the ground running from day one. And the team behind the software? Daniel is just as effusive. Knowledgeable, responsive, and refreshingly honest about what they can  and can’t do. In a world where over-promising is almost the norm, there’s something genuinely reassuring about a team that gives you a straight answer. It’s the kind of trust that takes time to build - and twenty years in, it’s clearly very much intact.

Beyond AI - two priorities the legacy sector can't afford to ignore. Read any thought leadership article right now - across any sector, not just legacy fundraising - and somewhere between a quarter and half of it will be about AI. We know, because we used AI to check. In the context of legacy fundraising, AI is consistently touted as the tool that will unlock the sector's next chapter: better engagement, wider outreach, sharper strategy, stronger revenue. And to be clear, we think there's real substance to that. AI has a meaningful role to play. But we also think two other areas are being quietly overlooked among the noise. Areas that deserve equal attention right now - and that legacy teams would do well to get ahead of. Those two areas are Rich Communication Services (RCS) and clean data. AI is important. But it isn't the whole story RCS and Legacy Fundraising RCS - the more advanced successor to SMS - is already making its presence felt in the charity sector, and its potential for legacy fundraising teams is considerable. Where SMS is limited to text, RCS enables charities to send messages that incorporate video, imagery, and interactive buttons - all within the native messaging experience on a supporter's phone. The result is communication that's richer, more personal, and demonstrably more engaging. Combine that multimedia capability with RCS's ability to tailor content for individual supporters, and you have a channel that is meaningful, personal, and scalable all at once. For legacy teams working to build long-term relationships with potential legators, that combination matters. Perhaps its most significant asset, though, is trust. RCS messages carry a Verified Sender badge, giving recipients clear reassurance that what they're reading is genuine. In a sector where legacy giving is built on trust above almost everything else, that matters enormously. It's a low-cost, high-impact way for charities to demonstrate credibility at the point of contact. This focus on trust is one that the wider sector is increasingly vocal about. A recent article from Smee & Ford - specialists in legacy data and intelligence - noted that while AI holds real promise for the sector, legacy fundraising remains deeply human in nature, and that AI-generated messaging risks feeling inauthentic if the human touch is lost. It's a perspective that reinforces why channels like RCS, which carry built-in credibility signals, matter as much as they do. You can read the full article at smeeandford.com . Through our sister brand Cymba , which specialises in developing and delivering RCS campaigns, we are already helping legacy fundraising teams harness this technology and build mobile messaging campaigns that make an impact. Its agility, tailorability, and scalability make it an opportunity the sector shouldn't wait for. Clean Data and Legacy Fundraising Data rarely gets the attention it deserves. When there is new technology to explore and AI-driven approaches promising transformative outcomes, the discipline of maintaining clean, accurate data can feel like an unglamorous afterthought. It shouldn't. Good data is the bedrock of good communication - and poor data is a reliable route to missed opportunities, wasted resources, and, at worst, damaged relationships with supporters. In legacy fundraising specifically, the stakes are high. Duplicate mailings, deceased supporters still being contacted, incorrect names, missing preferences - each of these is more than an administrative error. They erode the trust that legacy relationships depend on. And they signal to supporters, however unintentionally, that they are not truly known or valued. There is also a practical argument that goes beyond relationships. AI's effectiveness is entirely dependent on the quality of the data it works with. A model built on inaccurate or incomplete source material will produce inaccurate and incomplete outputs. Investing in AI while neglecting data hygiene is, in effect, building on sand. Maintaining clean data isn't always straightforward, but the rewards are consistent and compounding. Better-timed communications. More relevant personalisation. Greater confidence in what is being sent and to whom. Drawing on the expertise of our data cleansing team, FirstClass is already helping charities get more from their data - and from the systems and strategies built on top of it. In 2026, attaining and maintaining clean data should be on every legacy team's radar. Good data is the bedrock of good communication. Poor data is a route to missed opportunities - and lost supporters. A More Complete Picture AI is undoubtedly part of the future of legacy fundraising. Any attempt to argue otherwise would miss the point. But RCS and clean data deserve to sit alongside it as strategic priorities - not as supporting acts, but as foundations without which the promise of AI cannot be fully realised. Underpinning all three is the same thing: trust. Trust that communications are genuine. Trust that supporters are known and respected. Trust that the technology serving a legacy team is making relationships stronger, not weaker. The charities that hold that at the centre of their strategy - whatever tools they use - will be the ones best placed for what comes next. The legacy sector is evolving quickly. Charities that invest in all three - the innovation of AI, the reach of RCS, and the discipline of clean data - will be better placed than those treating them as an either/or. If you would like to explore how we can support your legacy team with data cleansing or RCS messaging , we would be glad to talk. Get in touch with our team on 01257 272730.