CRM setup to track philanthropic donations

Smart CRM & Sales Hub CRM
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1

I’m seeking suggestions on how to use HubSpot CRM to track a philanthropist’s donations. Specifically, I want to use it to:

  • Track donations
  • Manage contacts
  • Monitor the status of projects that received donations

While there are examples of nonprofits using HubSpot to store data on incoming donations, I’m curious if anyone has experience using it for this particular scenario.

2

Hi @LA6,

The HubSpot Community has a dedicated section for Non-Profits which I highly recommend you check out: https://community.hubspot.com/t5/HubSpot-for-Nonprofits/bd-p/nonprofits

This includes previous threads on donation management…

https://community.hubspot.com/t5/HubSpot-for-Nonprofits/Nonprofit-donation-management/m-p/329822/thread-id/118955

… and HubSpot payments:

https://community.hubspot.com/t5/HubSpot-for-Nonprofits/HubSpot-Payments-An-Overview-for-Nonprofits/m-p/674510

You might also find these third-party guides helpful:

Hope this helps!