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Hub

Non-Profit & Charities

## The challenge non-profits and charities face Charities and non-profit organisations carry many of the same operational pressures as growing businesses — donor communications, grant applications, programme budgets, volunteer coordination — but with smaller teams and less room for error. Fundraising pipelines, beneficiary records and financial reports are often spread across inboxes, spreadsheets and separate tools that don't connect. When a grant deadline arrives or a key team member leaves, the information gap is immediate. Maintaining accountability to funders, trustees and beneficiaries while keeping the day-to-day running is a constant challenge. ## How Hub helps **Hub Forms** captures structured information directly into workspace records — donor sign-ups, grant application data, event registrations, volunteer intake questionnaires and scored assessments that route enquiries to the right programme. Booking and payment flows handle ticketed events and paid sessions without your team re-keying details. Every response lands on a record ready for follow-up. **Hub Marketing** lets you build reusable audience segments from your donor and supporter records, and coordinate email and social content around fundraising campaigns, programme launches and stewardship communications. Send focused messages to the right audience without switching tools or losing the thread between campaigns. **Hub Finance** brings budgets, accounts and transactions into one workspace. Build grant and programme budgets by period, import bank statements, apply transaction rules and reconcile balances. Cash forecasts show where balances are heading based on committed income and planned expenditure — useful when grant tranches, donations and programme costs arrive on different schedules. Financial ratios and live measures help trustees understand how the organisation is performing. **Hub Goals & KPIs** connects fundraising, programme and impact targets to live workspace data. Define the measures your leadership and funders watch — funds raised, grants secured, beneficiaries served, volunteer hours — use pacing views to see whether you are on track, and give trustees a reliable basis for board reviews. **Hub Sites** lets you publish a branded public presence and secure portals for donors, volunteers or programme participants. Add a chat widget to any Site from its settings panel without touching code. Reduce administrative back-and-forth and give supporters a clear place to find information and engage with your work. **Hub Agents** can answer common donor and volunteer questions through a branded website chat widget, grounded in the programme and service information you choose to make available. Operations Agents handle structured tasks — record triage, classification and research — with human approval before any changes are applied, keeping your team in control as supporter and beneficiary volumes grow. **Hub Core Platform** underpins everything with custom objects, dashboards and activity history shaped around your own processes — donors, grants, programmes, beneficiaries, volunteers, or whatever your organisation tracks. AI assist helps your team design and search the workspace without learning a new system. ## The practical benefit Donor records, fundraising campaigns, grant budgets and programme targets sit in the same workspace. Your team spends less time chasing information across inboxes and spreadsheets and more time delivering the impact your organisation exists to achieve.

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