FirstClass – Best practice, tools and tips to optimise legacy income.

Event details

Date: 27th February 2024
Time: 11:00am - 12:00pm
Venue: Online via Zoom

This event has already happened.

Join us for this session hosted by Paul Browne (Head of Legacy Administration at Legacy Link & ILM Board Member) where we will discuss best practices, tools, and tips to optimise your legacy income alongside Bobby Parmar (Clear)

FirstClass has a reach and positive impact that goes far beyond a typical industry product or traditional supplier/customer relationship. Have you ever wondered how other charities manage their legacy income, do they use software like FirstClass, and how do they ensure they get the most out of their platform?

FirstClass is excited to introduce this webinar for ILM members, focused on Legacy Best Practices, and delivered by our training partner Legacy Link.

This free webinar is open to all members who are interested in tools to effectively and efficiently manage legacy income.

In this webinar, we will discuss challenges, and share how people also use FirstClass to achieve this. From managing your bequest pipeline to accruals, valuations, and much more you can be sure to learn and benefit from these best practice sessions.

There will also be an opportunity to ask Bobby and Paul questions using the Q&A panel.