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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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.
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Kindful 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
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