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Ericworships
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Member since ‎Nov 29, 2023
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PhilDaub on June 10, 2023
I am new to HubSpot and am having a really hard time figuring out how to send a donation receipt. We accept donations from both contact and corporations. If someone gives through fundraiseup they automatically get a receipt. However, many give read more
0 upvote
4 Replies
Member
January 22, 2024
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
Solved
alexacree on April 06, 2020
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 read more
Member
January 22, 2024
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
EJohnson0 on November 15, 2022
Hello HubSpot Nonprofit Community, Our organization is planning to move forward with adopting Fundraise Up and using the integration with HubSpot. One challenge we've had is that Fundraise Up doesn't allow receipts to be issued to offline d read more
Member
January 22, 2024
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
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
Solved
KJonsson on March 14, 2023
Hey everyone, I made a list. Now I want to manually add one specific company to this list. Somehow this seems difficult to do. It seems lists only want me to use filters, which is completely uninteresting and unnecessary. Anyone explain how read more
1 upvote
6 Replies
Member
January 17, 2024
@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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