Webinar: A FirstClass solution to manage Gifts in Wills

Are you responsible for bequests and interested in how you can increase revenue and accurately forecast income?

 

We’re excited to announce that FirstClass, the UK’s foremost bequest management software, is now available in Australia. Tune in this November to hear how Guide Dogs NSW/ACT has already started using FirstClass to optimise their administration processes.

 

Join our webinar to find out about our platform capabilities and hear from industry experts on how we can make your bequest administration processes a FirstClass experience.

 

FirstClass software was built by charities, for charities, and for nearly three decades we’ve been helping leading not-for-profits maximise their revenue streams.

 

In this webinar, we’ll show how we can support your charity to effectively and efficiently to manage Gift in Wills donations.

 

This event will cover:


  • Legacy expert Ashley Rowthorn and client of FirstClass will share the latest statistics on bequest giving in a keynote presentation Outlook for Australia Gift in Wills.


  • Case Study of leading Australian Charity Guide Dogs NSW/ACT outlining their journey and challenges, as well as the value FirstClass has added.


  • Live demonstration of FirstClass key functionality which when used in conjunction with an effective Gift in Wills programme can enhance the number of notifications you handle tenfold.


  • Opportunity to participate in an interactive Q&A session with market experts on how to reduce admin time and costs whilst increasing revenue for your Gift in Wills processes.


Nice things our clients say about us:


“If someone at a charity is looking for the best way to manage their legacy income, then FirstClass is always the recommendation. It’s a tool that can be used to deliver best practice – as simple as that. On a personal level, I know that I’m the most effective and efficient when using a properly configured FirstClass system, and if you asked any member of the team, they’d say the same thing, too.” 


Paul Browne, Head of Legacy Management at Legacy Link.

Register now

Pilot Project Launched to Support Free Wills Month

By Fiona Paton • July 31, 2025
To shine a light on October’s Free Wills Month , an initiative designed to offer those aged 55 and over the chance to have straightforward wills written or updated free of charge, FirstClass and sister company Cymba have joined forces and are partnering with the Institute of Legacy Management (ILM) to launch a project that illustrates the impact mobile messaging has on legacy giving. Whilst mobile messaging is typically associated with text-to-donate campaigns, the partnership between two companies that sit within ClearCourse’s stable of brands will showcase how this technology can be used to inspire people to leave legacies in their wills. The webinar, entitled “ How to Boost traffic to your Free Wills and Legacy pages ”, will be jointly hosted by the FirstClass and Cymba teams, and explore how emerging Rich Communications Services (RCS) technology, the evolution of SMS, can be used to drive engagement when it comes to legacy giving. The event will also provide charities with insights into how they can build trust when it comes to increasing donations and gifts by revealing tried and tested messaging formats that drive action. Charities will also learn how to highlight their free wills and legacy pages by harnessing RCS’s ability to implement branded quick-action buttons, and understand the difference in outcomes between SMS and RCS messaging via a dedicated split testing session. In the lead up to the webinar, which takes place on 11 September at 10:30 am, Cymba and FirstClass will be running test campaigns with several of the UK’s prominent charities, the results of which will be revealed during the session. On the event, Rich Mullens, Director at Cymba and FirstClass, comments: “ Regular givers are often among the most open to leaving a legacy. In this webinar, we’ll show charities how mobile messaging can help them engage these supporters more effectively and drive meaningful traffic, not only for donations but also to inspire gifts in wills. We’re delighted to unite these two brands, both of which are founded on helping charities boost donations via mobile messaging and increase their legacy giving, and we’re confident that attendees will leave feeling inspired to use new approaches. ” The new Data (Use and Access) Bill, which gives charities greater freedom to use the soft opt-in by enabling them to contact past supporters with relevant legacy messages without needing fresh consent, removes barriers to utilising RCS. This means that the benefits of RCS, such as the ability to use logos, images, video, and tap-to-act buttons, can be quickly and efficiently embraced by charities looking to incorporate this emerging technology. For more information on Cymba, FirstClass, and Free Wills Month, visit https://www.cymba.co.uk , https://www.firstclass-software.com , and https://freewillsmonth.org.uk ,  respectively.

ILM Annual Conference 2025: Highlights from the FirstClass lounge

June 2, 2025
FirstClass hosted an exclusive breakout space at the ILM Annual Conference 2025, and it was a great experience! Discover the event highlights and our team’s thoughts on the experience.

Three things we're looking forward to at the ILM Annual Conference

May 7, 2025
Are you attending this year's ILM Annual Conference? Discover three reasons why the FirstClass team is excited about this year's legacy management event.