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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
Hosted By
Isabel de Waal
Solutions Engineer
Isabel brings a rare blend of data science, engineering, and curiosity to nonprofit problem-solving. With a background in industrial engineering and a passion for efficiency, she’s always looking for smarter ways to simplify complex workflows.
Stjepan Grcic
Head of Enablement
Leader of the Nonprofit HUG, Stjepan also heads training and enablement at Digital Reach, helping nonprofit teams get more out of HubSpot through smart systems and real-life strategies. With a background in RevOps and a passion for practical problem solving, he brings a people-first approach to tech.