HubSpot Workshop: Your Guide to Creating Tax-Ready, Year-End Donor Statements скачать в хорошем качестве

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

Ditch the January Spreadsheet Nightmare: Automate Your Tax-Ready Donor Statements in HubSpot! 🤯 Stop dreading the year-end statement crunch. 🙅‍♀️ We know the drill: long nights, wrestling with spreadsheets, and manually stitching together donor data from a dozen different sources. If your team is stuck in this cycle, isn't it about time you did something to change this? Scattered donation data and slow-moving tools are the biggest bottlenecks for nonprofits when accuracy matters most. Imagine this: Clean, reliable year-end summaries that generate and send themselves, all inside HubSpot. In this practical, build-along workshop, join HubSpot automation experts Isabel de Waal and Stjepan Grcic as they walk you through the precise process. You’ll see exactly how to turn raw donation activity into perfectly formatted, tax-compliant statements. The payoff? A stress-free tax season, confident reporting, and communications that feel polished and personal to your loyal donors. What You’ll Build & Learn: ✔️Prep Your Properties: Set up the HubSpot foundation that powers accurate year-end summaries. ✔️Auto-Summarize Giving: Create a clever module that automatically calculates and totals annual donor contributions. ✔️Effortless History: Maintain clean, year-over-year donation records without constant manual updates. ✔️Bulk Send with Confidence: Customize and deploy donor emails with verified, accurate totals, every time. ✔️Stay Compliant: Use powerful automation to keep every statement consistent, compliant, and perfectly on time. When your donor data is organized and working for you, your team gets to trade reconciliation for relationship building and stewardship. 👀 Who Should Attend: Fundraising & Development Teams • CRM Admins • Nonprofit Operations Leads responsible for donor communications, data, or HubSpot automation. (For-profits welcome too! The automation principles are universal) 🔗 Learn more: Join the Nonprofit HubSpot User Group → https://events.hubspot.com/nonprofit-... Explore nonprofit HubSpot setup help → https://nonprofittechshop.com/ For-profits welcome too → https://digitalreachos.com/ Stay connected: LinkedIn →   / nonprofit-tech-shop   Facebook →   / nonprofittechshop