Led by Solutions Engineer Isabel de Waal, and co-hosted by Growth Marketing Strategist, Maarten Bovend'aerde, this session is designed for nonprofit teams who want to simplify donor communications, automate tax-season emails, and make better use of HubSpot’s CRM tools.

Before the event we’ll send set up instructions and must-haves for your HubSpot portal so that you can build alongside us during the webinar. But hey, if you just want to kick back and follow along, that’s fine too! Whatever you decide to do, this session will help you understand how to transform your donor data into personalized, automated year-end statements.

You’ll learn how to:

• Before the session, prepare your key HubSpot properties. During the workshop, Isabel will cover how to create and configure the more advanced ones.

• Build a module that automatically summarizes donor giving for the year

• Learn how to maintain accurate, year-over-year donation data without manual updates.

• Customize and bulk-send donor emails with accurate totals

(Pre-event checklist: We’ll send setup instructions so you can build with us during the workshop.)