Nonprofit donation management
Participant | Gold Partner
Apr 6, 2020 10:41 AM
I am wondering how other nonprofits using Hubspot are managing their donations/donors. I've used CRM systems like Raiser's Edge that are designed for nonprofits, that can populate contacts' full giving history, and history by category (i.e. an event or a fundraising campaign). Is this possible in HubSpot and what is the best way to go about it?
I'm also trying to figure out the best ways for us to include data for our support base that crosses both lines of customer and donor. My long-term idea (which may or may not be possible with HS?) is that we could pull up a contact and see all corporate orders, all donations, and all online and retail store transactions in one place, and that we could sort our contacts by total spent and/or donated over their history with us, i.e. all customers/donors at levels such as $2,500-$5,000, $5,000-$10,000, $10K and up (just examples, they might be lower or higher amounts for different appeals).
Would appreciate any insight into this as I am very excited about using hubspot for my nonprofit!