Sending tax receipts manually? There’s a better way

Year-end summaries are important. They’re also a time suck.

If your team is still pulling reports, matching donations to contacts, and manually sending emails, well… you’re not alone. But that doesn’t mean you have to keep doing it that way. HubSpot can handle the entire process in minutes, and Isabel is here to show you exactly how.

In this full-length demo, Isabel walks through how to build an automated workflow in HubSpot that generates and sends personalized donation summaries for every donor. It includes everything from segmenting donors by year to calculating total giving to sending emails that pull in donation data automatically.

You'll learn:

How to segment donor data for year-end summaries
Group the right deals and contacts based on the donation year.

Which properties power the workflow
Create the fields needed to calculate tax-deductible totals and donation summaries.

How to build roll-up totals across donations
Set up contact-level properties that automatically summarize giving for the year.

How to design a dynamic donor email
Use personalization tokens and global modules to send polished, automated receipts.

What to update each year to keep it running
Rebuild and refresh the properties and email modules to reflect the new tax cycle.

Who Should Watch

• Fundraising and development teams
• CRM admins
• Operations staff
• Anyone who manages year-end donor communications
  
  

What You’ll Walk Away With

A complete, reusable HubSpot workflow that turns donation receipt season into a five-minute task without cutting corners on donor care.