Individual contact records aren’t enough for your nonprofit

You don’t engage with people in isolation. You build relationships with families, partners, and communities. So why does your CRM only show one donor at a time?

In this short walkthrough, Dan shows how nonprofits can use HubSpot to reflect real-world relationships, not just individual entries.

The trick? Households and associations. These are simple setups inside HubSpot that let you connect the dots between family members, volunteers, and donors so you can understand your supporters as a whole.

In 10 minutes, you’ll learn:

Why nonprofits need more than just individual contact records
Supporters often come as families, partners, or communities, not just a single person.

How to build household records using custom objects
Create a central hub where gifts, hours, and engagement are tracked at the household level.

What associations unlock in HubSpot
Link contacts together and define the real relationships between them.

How to roll up giving and volunteer activity
Track totals and engagement across households without manual reporting.

Ways to make your CRM match your real-world donor community
Use custom labels and associations to reflect how people are actually connected to your work.

Who Should Watch

• Fundraising and development teams
• CRM and database administrators
• Nonprofit operations leads
• Anyone who wants cleaner, connected donor records
  
  

What You’ll Walk Away With

Straight from a HubSpot expert, take home a practical look at how HubSpot can show full supporter relationships, not just individual donor data.