FirstClass Legacy Administration

FirstClass is the leading legacy management system used by charities in the UK. FirstClass is successfully used by a large number of major national charities including the British Heart Foundation, Cancer Research UK, Cats Protection, Guide Dogs for the Blind, NSPCC, Oxfam, RSPCA, UNICEF and WWF-UK.

FirstClass was first designed by a group of leading charities in 1991. It is continually updated to meet the developing requirements of legacy management and to keep up to date with the latest developments in computer technology.

FirstClass enables legacy staff to keep track of all bequests made to their charity. They can record all the important details about each legator and bequest together with estimated values, income received to date, review dates and a complete contact history. Sophisticated reporting tools, including over 40 built-in financial and management reports, provide instant access to information whenever required. FirstClass also provides a complete range of customisable standard letters. Additionally FirstClass can be tailored to work in the specific way required by each individual charity.

FirstClass Express

FirstClass Express has been developed from the existing FirstClass system and offers many of the core features already available in the full FirstClass product. Also, FirstClass Express has been streamlined for use by charities with remote access and a smaller number of legacies.

With a small setup fee and a low, fixed, monthly licence cost, FirstClass Express has been designed to meet the needs of the smaller charity at an affordable price. FirstClass Express is installed on our Internet server and is maintained by Clearwater. In many cases nothing needs to be installed on your PC before you can start using FirstClass Express

Users of FirstClass Express include Mind, Sense, St Dunstan’s and YMCA.

Technical Support

The team operate a help desk inside normal office hours. Calls taken are input to the Support Log within our in-house intranet system to ensure action, solution and an audit trail for each task.

See for yourself

If you would like to see FirstClass or FirstClass Express in action, we can easily arrange a demonstration at your offices or if you prefer, you can try out FirstClass for yourself via our Internet server.

For more information, please contact Gordon Cooke on 01257 272730 or email him at gordon@clearwater-consultancy.co.uk.

Clearwater Consultancy Ltd. 18 St. George’s Street, Chorley, Lancashire. PR7 2AA

Tel: +44 (0)1257 272730