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Ericworships
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Member since ‎Nov 29, 2023
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Ericworships
Member
January 15, 2025
Reply to Solved! How to send annual tax-deductible donation summary for donations
2025 Update: The location of the Email Module has changed. It's now found at Content --> Design Manager .
Ericworships
Member
January 22, 2024
Reply to Non-profit trying to send donation receipts
Hey, @PhilDaub - We also use FundraiseUp and HubSpot. I think this can be done through a deal automation that checks if the payment method is a che...read more
Ericworships
Member
January 22, 2024
Reply to Nonprofit donation management
Hey, @alexacree - This is possible using custom properties in HubSpot. I outline how to set all these up for an annual donation summary in my post...read more
Ericworships
Member
January 22, 2024
Reply to Fundraise Up & Issuing Receipts for Offline Donations
Hey, @EJohnson0 - I think this can be done through a deal automation that checks if the payment method is a cheque or EFT or whatever you set to be...read more
Ericworships on January 19, 2024
Solved! How to send annual tax-deductible donation summary for donations
My team just switched from a nonprofit-specific CRM to HubSpot and ran into issues when figuring out how to pull an itemized list of tax-deductible donations (filtering out any gift made via a Donor-Advised Fund) from the previous year, organize the read more
Reply Discussion Donor Management
6 upvotes
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Ericworships
Member
January 17, 2024
Reply to How to add companies to Company Based List without filters?
@KJonsson , I found a much cleaner solution. Simply create a Static List and choose really any filter (you'll delete it in a minute, so try adding...read more
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