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So, most people assume HubSpot isn’t built for fundraising…
We get it. HubSpot is known as a business CRM. So when nonprofit teams hear about it, the first question is: “Can it even do what we need?”
In this short explainer, Karen answers that directly; with a fast, honest look at how HubSpot works for donor management, gift tracking, and stewardship.
Spoiler: it’s not just possible, it’s often easier and more flexible than the nonprofit-specific systems you’re used to.
In under 3 minutes, you’ll learn:
- How HubSpot tracks donations and pledges
Set up deals, amounts, and timelines with room for major gifts or recurring support. - What donor relationship management looks like inside HubSpot
Use lifecycle stages and custom properties to follow every step of the journey.
- How stewardship can be automated
Trigger thank-you emails and task reminders based on donor activity. - What campaign and event tracking looks like
Connect forms, emails, and attendance data into a single donor view. - How reporting works for fundraising teams
Create clean dashboards without the headache of clunky, pre-set templates.
Who Should Watch
- Fundraising and development teams
- CRM administrators and nonprofit ops leadership and staff
- Anyone exploring HubSpot as a donor management tool
What You’ll Walk Away With
A clear, nonprofit-focused look at how HubSpot supports fundraising and stewardship using tools that work for modern teams instead of outdated systems.
Want to talk HubSpot for your nonprofit?
Watch now and find out what HubSpot can really do for your fundraising team
Karen’s the go-to for mission-driven orgs and teams looking to actually do something with HubSpot. She went from coaching college basketball to coaching RevOps teams, bringing energy, empathy, and serious technical chops to every project.