Field notes
14 pieces
Stuck on something? We have probably already written about it.
Migrations, donor models, and the hard parts of running a donor system, written down as we hit them.
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New field notes when there are new field notes. No drip sequence.
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How HubSpot and Fundraise Up Boosted Donor Engagement and Fundraising at Pinky Swear Foundation
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Hand-picked, and not always the newest. These are the ones that change how people run their systems.
Search visibility that finally matched the mission.
56% Search visibility 22% Clickthrough YoY Read the case studyEverything
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Lake One Updates
Case study
Lake One Earns HubSpot's Non-Profit Industry Specialization Badge
Lake One has earned the Non-Profit Industry Specialization Badge, part of HubSpot's Partner Badges program recognizing organizations with va
Read the update MediaLake One Earns HubSpot Data Migration Accreditation
What the accreditation is The Data Migration Accreditation is earned by submitting completed migration work for HubSpot to review. That incl
Watch ThinkingKindful Renewal: Is HubSpot a Bloomerang Alternative?
If you run a nonprofit on Kindful, you already know the situation has changed. Kindful was acquired by Bloomerang and is no longer really it
Read it ThinkingMigrating from eTapestry to HubSpot: What Nonprofit Leaders Need to Know Before They Start
eTapestry earned its place. For small and mid-size nonprofits that needed a real donor database without a six-figure price tag, it delivered
Read it ThinkingMoving from Spreadsheets and Email to HubSpot for Nonprofits: What Leaders Need to Know Before They Start
Every nonprofit starts somewhere. For a lot of them, that somewhere is a shared Google Sheet and a Mailchimp account. It works well enough i
Read it ThinkingThe Biggest Gap in Nonprofit CRM Isn't a CRM Problem
A note before we get started: We use Fathom at Lake One, I'm an investor, and the Fathom links here are referral links. The category logic h
Read it ThinkingYour Nonprofit Doesn't Need a CRM Migration. It Needs a CRM Strategy.
After years with a legacy CRM, your nonprofit has finally decided it's time to move on. Your team is ecstatic. You choose a platform built f
Read it ThinkingMigrating from Blackbaud to HubSpot: What Nonprofit Leaders Need to Know Before They Start
HubSpot isn't Blackbaud. It wasn't built for fundraising the way Blackbaud was, and if you go into a migration expecting a one-for-one swap,
Read it ThinkingWhy Most Nonprofit CRMs Feel Heavy (and It's Not Just the Software)
Read it ThinkingCan HubSpot Manage Nonprofit Pledges? - Yep!
A donor pledges $10,000 to your capital campaign, payable in monthly installments. You log it in your donor database, send a thank-you, and
Read it Case study
How HubSpot and Fundraise Up Boosted Donor Engagement and Fundraising at Pinky Swear Foundation
64% Increase in recurring giving YOY $400k Record Radiothon Read the case study