Nonprofit Success Hub

By Samantha Plateroti

Welcome to the Nonprofit Success Hub, your ultimate guide to leveling up your nonprofit strategy.

Whether you're looking to streamline your operations, keep your donors engaged, or amp up your marketing strategies, we've got you covered.

Let's dive into the essential tools and tactics that'll help your nonprofit thrive.

We're here to help your good grow 💙

The Tools Nonprofits Should Invest In:

First things first, let's talk tools. Just like a magician needs their props, your nonprofit needs the right tools to make magic happen.

Here are the must-haves:

1. Customer Relationship Management (CRM) Software

Think of your CRM as the brain of your operations - it holds all the info.

It's where you manage relationships with donors, volunteers, and all your other key players. A good CRM helps you keep track of interactions, donations, and engagement history, giving you the insights you need to tailor your strategies.


Our Recommended Pick for a CRM:

  • HubSpot: The Swiss Army knife of CRMs. It handles donor management, fundraising, reporting, and more.

Here's why we recommend HubSpot:

Comprehensive and User-Friendly

Easy to Use: HubSpot’s interface is intuitive and user-friendly, which means your team can quickly learn how to navigate and utilize its features without a steep learning curve. This is especially important for nonprofits, where staff and volunteers may not have extensive tech backgrounds.

All-in-One Platform: HubSpot combines marketing, sales, and service tools into a single platform. This integration ensures that you have all the necessary tools to manage your donor relationships, marketing campaigns, and service efforts without needing multiple disjointed systems.

Robust Features for Nonprofits

Contact Management: HubSpot’s CRM allows you to track and manage your contacts efficiently. You can store detailed information about your donors, volunteers, and other stakeholders, and keep track of every interaction they have with your organization.

Email Marketing: With HubSpot, you can create personalized email campaigns to engage your donors and volunteers. The platform offers a variety of templates and a drag-and-drop editor, making it easy to create professional-looking emails.

Automation: HubSpot’s automation features save you time and ensure consistency. You can set up automated workflows to send follow-up emails, thank you notes, and reminders, which helps in nurturing relationships without manual effort.

Analytics and Reporting: Understanding your data is crucial for making informed decisions. HubSpot provides detailed analytics and reporting tools that help you track the performance of your campaigns, measure donor engagement, and identify areas for improvement.

Customization and Scalability

Tailored to Your Needs: HubSpot offers a high level of customization, allowing you to tailor the CRM to meet your specific nonprofit needs. You can create custom fields, properties, and dashboards that align with your organizational goals.

Scalable Solution: Whether you’re a small nonprofit just starting out or a larger organization looking to expand, HubSpot scales with you. As your needs grow, you can easily add more features and users without needing to switch to a different platform.


Nonprofit Discounts: HubSpot offers special pricing and discounts for nonprofits, making it an affordable option. This allows you to access a high-quality CRM + marketing automation tool without straining your budget.

Free CRM Option: For smaller nonprofits or those just starting out, HubSpot’s free CRM version offers a solid set of features to get you up and running without any initial investment.

Integration Capabilities

Seamless Integrations: HubSpot integrates seamlessly with a wide range of other tools and platforms that nonprofits commonly use. Whether it’s your event platform, social media platforms, or accounting software, HubSpot ensures that all your systems work together smoothly.

API Access: For more advanced needs, HubSpot provides robust API access, allowing you to create custom integrations and automate data flows between HubSpot and your other systems.

Want to learn more the why behind nonprofits needing CRMs? Read more here for a breakdown.

Considering Salesforce for your nonprofit? Understand why HubSpot may be the better fit for your needs.

2. Fundraising Platform

You need a slick platform to handle your online fundraising. These platforms make it easy to create campaigns, track progress, and keep your supporters engaged.


Our Top Choice for Donation Platform: Double

  • Double : User-friendly donation platform with multiple payment options. Plus, Double syncs with your CRM (like HubSpot) so all of your donor data is in one place!

Here's why we recommend Double:

Supreme User Experience

Seamless Integration: Double.Giving seamlessly integrates with your nonprofit's website, providing a cohesive and branded donation experience. Donors can make contributions without being redirected to external platforms, ensuring a smooth and uninterrupted user journey.

Few Clicks, Complete ✅: Once your supporter clicks to donate, they pick the amount, choose their payment, enter that info, and bam. Done. The goal is to make it as easy as possible for someone to donate and Double helps you achieve this.

Diverse Payment Options

Apple Pay and Google Pay: Embrace the convenience of modern payment methods with Double support for Apple Pay and Google Pay. Donors can contribute quickly and securely using their preferred digital wallets, enhancing the user experience and encouraging spontaneous giving.

Donor Advised Funds (DAFs): Double empowers nonprofits to effortlessly receive donations from Donor Advised Funds, simplifying the donation process for supporters and creating a seamless avenue for contributions. By incorporating DAF support, your nonprofit can broaden its donor base and enable larger donations to fuel your cause.

Peer-to-Peer Campaigns

Shareable Campaigns: Double enables nonprofits to launch peer-to-peer fundraising campaigns, allowing supporters to create personal fundraising pages and share them with friends and family. Similar to what you see on Facebook or GoFundMe, supporters can leverage their networks to amplify fundraising efforts and reach new audiences.

Engage Supporters: Peer-to-peer campaigns foster a sense of community and empowerment among supporters, encouraging them to take an active role in fundraising for your cause. By providing tools for supporters to create and share their fundraising pages, Double enhances donor engagement and expands your nonprofit's reach.


Robust Analytics and Reporting

Gain Valuable Insights: Double provides robust analytics and reporting tools that enable nonprofits to track donation metrics, measure campaign performance, and gain valuable insights into donor behavior. With actionable data at your fingertips, you can optimize your fundraising strategies for maximum impact.

Real-Time Reporting: Access real-time reporting dashboards that offer visibility into donation trends, donor demographics, and fundraising progress. This data empowers your nonprofit to make data-driven decisions and adapt strategies on the fly to achieve fundraising goals.

3. Marketing Automation Tool

Your donation journey is very similar to a business' customer journey.

Understanding and optimizing your donation journey is crucial to increase donations and enhance donor engagement. The key stages include spreading awareness through effective marketing, providing clear and compelling information during the consideration phase, simplifying the donation process with user-friendly interfaces and multiple payment options, and fostering long-term relationships through personalized post-donation communication and updates.

Satisfied donors can become advocates, encouraging others to support the nonprofit. Tailored strategies at each stage help move donors from awareness to advocacy.

But... it all starts with marketing!

Save time and boost engagement with marketing automation. Marketing automation tools can help you manage your email marketing, social media, and more.


Our Recommended Pick for a Marketing Automation Tool:

Why Dijy Recommends HubSpot for Nonprofit Clients

At Dijy, we understand the unique challenges nonprofits face in managing their operations and driving their mission forward. To meet these needs, we consistently recommend HubSpot to our nonprofit clients. Here’s why HubSpot stands out as a game-changer for nonprofit organizations:

1. All-in-One System

Nonprofits often juggle multiple responsibilities: fundraising, event management, volunteer coordination, donor communication—you name it. HubSpot simplifies this complexity by offering a robust, all-in-one platform that brings everything together. Imagine managing your marketing campaigns, tracking donations, handling communications, and maintaining a unified donor and volunteer database all from one place. With HubSpot, there’s no need to jump between different tools or systems, freeing up more time to focus on what truly matters—your mission.

2. Seamless Integration with Your Favorite Tools

We know that nonprofits often rely on various tools to keep things running smoothly. HubSpot’s seamless integration capabilities mean you don’t have to leave behind the tools you love. Whether it’s connecting with QuickBooks for financial management, Eventbrite for event planning, or your social media platforms for community engagement, HubSpot plays well with others. This means you get the best of both worlds—HubSpot’s powerful features combined with the tools you’re already familiar with, creating a cohesive, efficient workflow.

3. Automation That Saves Time and Boosts Efficiency

In the nonprofit world, every minute counts. HubSpot’s powerful automation features help you make the most of your limited resources. With marketing automation, you can streamline tasks like email marketing, social media posting, and donor follow-ups. HubSpot’s workflows enable you to set up complex, personalized communication sequences that ensure your donors receive timely, relevant messages without any manual effort. This not only saves you time but also keeps your supporters engaged and connected to your cause.

4. Data-Driven Insights and Reporting

Understanding the impact of your efforts is crucial for any nonprofit. HubSpot’s integrated analytics and reporting tools provide you with real-time insights into campaign performance, donor engagement, and overall operational efficiency. You can track key metrics, generate detailed reports, and make informed decisions to enhance your strategies and outcomes. This transparency helps you demonstrate accountability to donors and stakeholders, and fine-tune your approach to better achieve your goals.

5. User-Friendly Experience

We get it—most nonprofit teams don’t have dedicated IT staff or the time to deal with complex software. HubSpot’s intuitive, user-friendly interface is designed to be easy to use, even for those without technical expertise. Its straightforward design and easy-to-navigate dashboard mean you can quickly get up to speed and start leveraging its powerful features without a steep learning curve.

The Dijy Difference

At Dijy, our goal is to empower nonprofits to make the biggest impact possible. HubSpot’s all-in-one platform, seamless integrations, powerful automation, data-driven insights, and user-friendly interface make it the perfect choice for nonprofits looking to streamline their operations and amplify their mission. By choosing HubSpot, our nonprofit clients gain a trusted partner that helps them thrive and achieve their goals more efficiently and effectively.


Investing in the right tools, leveraging technology for engagement, mastering email marketing, using event platforms, harnessing the power of texting, and segmenting your supporters will set your nonprofit on the path to success. The Nonprofit Success Hub is here to help you every step of the way. Keep learning, stay adaptable, and remain committed to your mission. You've got this!


What are your thoughts? Leave a comment.

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