“FirstClass is quite simply the most effective database I have ever used.”

FirstClass is the UK’s leading legacy management system, used by many well-known charities. Since FirstClass was first designed with a group of major charities in 1991, it has been continually upgraded to meet the developing requirements of legacy administrators and the latest innovations in computer technology.

FirstClass is used to keep track of all charitable legacies due and received, providing instant access to pipeline information whenever it’s needed. A complete contact history is maintained for each legacy, automatically updated each time a new communication is made or received. FirstClass includes a series of standard letter templates, which can be tailored to suit any circumstances. It also produces an extensive set of financial and management reports, and feeds directly into the Legacy Monitor benchmarking service, as well as being compatible with other donor database systems such as Care and Raiser’s Edge.

Legacy Link

 

Leading legacy administration consultancy Legacy Link trains all it's consultants in the use of FirstClass and FirstClass Express.

Downloads

Key Features

• Last and Former Legator address
• Legator aliases
  Important dates such as Last Will Date, Codicil Date (up to 3), Probate Date, Date Received etc.
  
• User definable legacy types
  
• Multiple legacy elements associated with a case
  
• Outstanding Balance calculated and displayed as case form opens
  
• Income and expenditure
  
• User definable Expenditure types
  
• R185E Tax claims
  
• Assets including details of shares, properties and gifts
  
• Asset Mix
  
• Estate Accounts
  
• IHT Calculator
  
• Lay and professional contacts associated with a case
  

Proven software

 

Cost effective, flexible and scalable.