St. David's donor history lived in Blackbaud Raiser's Edge NXT. With Grey Matter, I moved it to HubSpot: every constituent, household, relationship, and gift, with a custom Household object and Donorbox connected so new gifts arrive on their own.
A nonprofit CRM depends on its relationships: spouses, employers, foundations, the person who solicited a gift. Mapping them was one of the heaviest parts of the project, alongside about 58,500 historical emails, calls, meetings, and letters.
Historical gifts arrived once, through the migration. New gifts arrive every day from Donorbox. Each source has its own pipeline in HubSpot, next to the pipeline staff manage by hand.
Migration. The final go-live push was a delta-only re-sync. Every category was diffed against what was already live, so only new or changed records were imported.
HubSpot tracks people and companies, but donors give as families. I built Household as a custom object, 7,863 of them, each associated to its members and their gifts. A workflow rolls every new Deal into its Household, so family giving stays complete.
Matching ran on Blackbaud's immutable System Record IDs, never on names. Family members often share names, addresses, and even emails.