Gift Entry
The batch entry interface HubSpot does not have: look up the constituent, split designations, assign credits, apply to open commitments, next gift.
The things you juggle every week. And the version where you don’t.
Seven things nonprofit teams carry every week, and where each one actually lives in HubSpot. Pick the one that sounds like yours.
Sound like your week?
Right now
I cannot tell which appeal actually worked.
In HubSpot that is
Stop guessing which appeal actually worked.
What this unlocks
You know which appeal paid for itself, because attribution runs at appeal level and sends are segmented to respect donor fatigue. Most systems can already do this and are mailing everyone anyway.
And then one Tuesday
Next campaign, you know which appeal paid for itself before the thank-you emails go out.
Right now
My donor data does not agree with itself.
In HubSpot that is
One donor record everyone trusts, including finance.
What this unlocks
One donor record the whole team trusts, because we fix the intake habit that creates the duplicates first. Deduping while three intake paths stay open only buys you a quiet quarter.
And then one Tuesday
The board asks for a number and you give it to them in the meeting, not next week.
Right now
I need to take payment for sponsorships and events.
In HubSpot that is
Take payment for sponsorships, events, and the transactional revenue that is not a donation.
What this unlocks
Sponsorship and ticket revenue you can report on separately, so your giving numbers stay honest. Run it through the giving layer and your development reports quietly inflate.
And then one Tuesday
A sponsor pays online on a Friday afternoon, and finance sees it without anyone forwarding an email.
Right now
Major gifts live in one person’s head.
In HubSpot that is
Major gift pipelines a development director can run.
What this unlocks
A pipeline any gift officer can pick up, because the stages are named after what happens in a cultivation cycle. A sales funnel with the words changed is why the last one went unused.
And then one Tuesday
Your best gift officer takes a two week holiday and the cultivation calls still happen on schedule.
Right now
Donors email us and things fall through.
In HubSpot that is
Answer donors without dropping anyone.
What this unlocks
Every donor question answered and accounted for, because receipting and stewardship get routed and tracked like the revenue conversations they are.
And then one Tuesday
A donor writes in on Monday, hears back Monday, and nobody had to remember to check the shared inbox.
Right now
Our site can take a gift but cannot tell a donor what it did.
In HubSpot that is
A site that takes gifts and tells the truth about your program.
What this unlocks
A second gift you can ask for with the first one named, because impact content and the giving form share one donor record. Two systems cannot do that.
And then one Tuesday
A donor gives in the morning and reads the story of what that gift funds before lunch, on the same site.
Right now
Everyone says we should use AI, but I will not put our donor data somewhere I do not trust.
In HubSpot that is
Build and deploy agents inside your fundraising motion, on the data you already govern.
What this unlocks
AI you can actually use on donor data, because the agents run inside the permissions you already govern. Nobody pastes a donor list into a consumer chatbot to get a segment built.
And then one Tuesday
You ask a question of your own donor data and get an answer back, without it ever leaving the system you trust.
Coming off something else
Move off legacy without losing what your data means.
A migration is not a file transfer. Soft credits, designations and pledge schedules carry meaning that a CSV drops on the floor.
Proof
Here is what it looks like on the other side.
The organizations we have helped out of it, and the scale of the work behind them.
Pinky Swear Foundation
Support for families of children with cancer. Recurring giving was flat, the Radiothon lived in a spreadsheet, and nobody could show a donor what their money did.
64%
Increase in recurring giving YOY
$400k
Record Radiothon
“We've dramatically improved our ability to communicate the impact of donor dollars, leading to an increase in unsolicited foundation giving. With the Fundraise Up integration, our Annual Des Moines Iowa Radiothon exceeded $400k in donations, transforming it into a successful hybrid giving experience.”
Eversight
The largest corneal-donation nonprofit in the United States. Four audiences on one site, including donor families who arrive on the worst day of their lives.
56%
Search visibility
22%
Clickthrough YoY
Outcomes from the work
What the work adds up to.
631,772
Gift records migrated out of Blackbaud
3+ → 1
Platforms consolidated
2,437 → clean
Designations restructured
$200K → $35K
Annual software spend
~$165K saved per year, every year after
Organizations we have worked with
