HubSpot Workshop: Your Guide to Creating Tax-Ready, Year-End Donor Statements

Every year, donor statements bring on a scramble, and for many nonprofit teams, even the best HubSpot setup isn’t quite ready for year-end reporting.

This session walks through how to create clean, tax-ready donor summaries inside HubSpot, using real data and reusable tools. You might be cleaning up your properties, or still sending PDFs from spreadsheets but either way, this is your next step toward a repeatable, reliable donor reporting flow.

Download the companion one-pager for this workshop and get the full checklist and property guide you will want on hand.

What We’ll Tackle

• Set up properties the right way
  Track tax-receiptable gifts, giving year, and donor totals without overwriting or duplicating data
• Avoid the “start from scratch” problem
  TSet it up once, and keep it working year after year
• Create a donor statement email that scales
  See how to turn your data into a simple, reusable email module that populates per contact
• Build with us (or watch the walkthrough)
  Follow the checklist or just tune in, you’ll leave with a setup you can use

Who Should Attend

• Fundraising and ops teams building donor reporting in HubSpot
• Nonprofits tired of exporting data and stitching together statements
• HubSpot users who want a cleaner, more automated year-end process
• Anyone who’s nervous to update properties or workflows at tax time

Ready to make donor statements less stressful?

Your year-end process doesn’t have to be a scramble. Save your seat and get ahead.