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Leaving your old donor database behind? Do this first.
Many nonprofit teams dream of the day they can finally leave their old donor database behind. You know the one. The system that’s been patched together for years, full of outdated records, missing data, and a few mysterious fields that no one remembers creating.
But we get it, deciding to move to a modern CRM like HubSpot feels like a big step forward. So before you start exporting files and importing contacts, it’s worth hitting pause for a quick cleanup.
In this short video, Karen walks through the practical steps every nonprofit should take before leaving a legacy donor system.
In 5 minutes, you’ll learn:
What data actually matters
Identify the critical fields to carry over: email, phone, address, and household relationships.
How to handle households
Decide on naming conventions, link spouses correctly, and flag VIP families before migration.
How to clean up gift types
Consolidate and code donations properly so designations and campaigns stay consistent in HubSpot.
What to do about custom fields
Document unique fields you’ve created, and plan how to map them to your new HubSpot CRM.
How to save future you hours of cleanup
Do the groundwork now to ensure smoother imports, accurate reports, and stronger donor insights later.
Who Should Watch
- Nonprofit operations teams
- CRM admins and data managers
- Fundraising and development staff preparing for a migration
What You’ll Walk Away With
A short, practical guide to getting your donor data migration-ready, so your team can start fresh in HubSpot with clean, complete, and reliable information.
Want to talk HubSpot for your nonprofit?
Contact UsWatch now and make your move to HubSpot the cleanest one yet.
Dan works with organizations to turn HubSpot into a practical, people-first engine for growth. A storyteller and educator at heart, he’s passionate about using tech to foster trust, build connection, and spread a little more love along the way.