Fundraisers:
Individual Giving, Memberships, Pledges, Major and Mid-level Gifts, Planned Giving, Vehicle Donations, DAFs & Stock Gifts. Full visibility to all emails, meetings, donor pipelines and tasks.
You Deserve a Better Fundraising CRM
Grant Revenue YOY ⓘ
Filters (2)
$2,000,000$1,000,000$0
20242025
Close date · Yearly
Grants Closed YOY - Won vs Lost ⓘ
Filters (1)
1.250.750.25
20242025
Close date · Yearly
Grants by Stage by Owner ⓘ
Bob Breck Carrie H
Make Your Data Work.
Systems that organize and make use of your donor and constituent information can be overly complicated, out-of-date, inflexible, and costly. Many don’t speak the language of nonprofits, or require extensive time and resources to build and maintain.
That’s why Giving Agency offers HubSpot consulting, migration, customization and support. As the fundraising consulting division of CARS, we’re excited to bring this offer to our thousands of nonprofit partners. It’s a strong fit for mid-sized to large nonprofits, offering ease of use, integration with thousands of tools, 24/7 support, and plenty of flexibility.
What’s
HubSpot?
HubSpot is a leading CRM (Constituent Relationship Management) system, with over 10,000 nonprofit clients in addition to many companies of all sizes. It’s scalable, stable, and innovative. Key features include:
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Full information on contacts, including their relationships (households, companies, other organizations, etc.).
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Tracking of all touchpoints and communications, including seamless integration with Gmail and Outlook.
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A full, top-rated marketing system for emails and texting, featuring robust segmentation, tracking, and tools to ensure your emails get delivered.
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A full, top-ranked email marketing suite, with campaign planning, A/B testing, personalization, and forms.
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Detailed and flexible reporting tools and dashboards to visualize your results and goals.
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Moves management and task assignments to keep you on track.
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Automated workflows to do almost anything in the system, and reduce manual work.
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Integration through their Marketplace with thousands of other tools, including donationplatforms, financial systems, event tickets, commerce, data warehouses, and much more.
Current vs Goal (Single Campaign Only) ⓘ
Campaign Goal · Current year
JanFebMarAprMayJun
Revenue by Hour (bar) ⓘ
Gift amount
12 AMClose date12 PM
Total Revenue by Show ⓘ
Revenue by campaign
MorningMiddayAfternoonEveningSpecial
Deals by Type (pie) ⓘ
Revenue · Fundraising pipeline
Total (Monthly deals): 24
Who This Is For:
Public Media:
Member drive reporting, renewals, premiums, and sustainers.
Marketers:
Email marketing (automated and manual), robust segmentation, email and campaign reporting, marketing forms, social media management, texting.
Finance:
Gift appeals & sources, restrictions, reporting & dashboards, hard & soft crediting.
Why Giving Agency?
As a HubSpot partner, we can:
Help you decide if HubSpot is a good solution for your organization
Work with HubSpot to negotiate the best suite of tools at the best price
Map out your organization’s needs, current data, and path to migrate.
As fundraisers first, we both bridge the gap to technology tools and providers, and advocate for your organization’s mission.
Our team of developers don’t start from scratch – we have a nonprofit configuration of HubSpot for fundraisers that we then tailor to your specific needs. This reduces migration and setup time as well as costs. We have successfully migrated organizations from systems like Salesforce, Allegiance, and Blackbaud, and can usually work with other major platforms as well.
Curious?
We can discuss how HubSpot might be a fit for you, and show you how you can save time, improve revenue and retention, and better serve your mission with a technology stack built for nonprofits. Set up a free call today.
Set up a free call today.