CDM+ 12.1 focuses on enhancement to online giving and payment processing.
A new edition, CDM+ Essentials, gives small and start-up organizations the power of CDM+ for their fundraising and event management.
Internal improvements in security, deployment, and performance lay the groundwork for future versions of CDM+.
- macOS 10.14 Mojave
- macOS 10.15 Catalina
- macOS 11 Big Sur
- macOS 12 Monterey
- macOS 13 Ventura
CDM+ 12.1 runs natively on Apple Silicon and Intel.
- Windows 10 x64 (1703 or later)
- Windows 11 x64
- Windows Server 2019 x64
Starting a $25/month, CDM+ Essentials provides key fundraising, donor tracking, and event registration feature. Add Accounting & Payroll for unbeatable integration between online giving and fund accounting, and move up to full CDM+ when you're ready to grow.
Learn more at essentials.cdmplus.com.
CDM+ Engage Menu
Easily access CDM+ Engage directly from within CDM+. The new CDM+ Engage menu allows you to:
- Open your Engage site in your browser
- Open and configure Engage settings (requires Administrator permissions)
- Search and refund transactions (requires new administer transactions permission)
- Access Online Giving Statements (requires Administrator permissions)
Integrate CDM+ with third parties via Suran API. Visit https://api.suran.com for details.
Don't see an endpoint you need? Contact support to request one!
The Deposit Date and fee information for Contribution records will be available the day the contribution is deposited to your bank account. Previously, this information was available posting the deposit via Deposit Processing.
Online Giving Statements
CDM+ Engage now offers Online Giving Statements. Within CDM+ Desktop, you can search giving units against their online giving statements.
For example, use the following search to find givers who haven't viewed an online statement since January 31st.
Giving Unit Records Email Statement
The Email tab on Giving Unit Records has been renamed to Email Statement for clarity.
Giving Unit Reporting
You can include the giving unit's preferred email as set in CDM+ Engage on windows and reports via the Default Email field.
Use this find to review and locate givers using the email address to which they receive Engage GIving notifications.
For online gifts, you can display new columns:
- Online Net Amount (breakdown line) displays the breakdown of the net gift (amount minus fees) for the various funds in a contribution
- Online Transaction Fees (breakdown line) displays the breakdown of the gift fees for the various funds in a contribution
- Used Fee Assist will display if a gift used fee assist
If the gift was created from a recurring contributions you can also include the following columns about the recurring contribution setup:
- Recurring Contribution End Date
- Recurring Contribution Frequency
- Recurring Contribution Start Date
Formatting on breakdown
You can now adjust the delimiter on breakdown columns on the Contributions Custom Listing and Export report.
Recurring Contributions Setup Custom Listing and Export
We've added a Recurring Contributions Setup Custom Listing and Export report to create reports for recurring gifts, both manual and online. This report also gained date range options on the standard search.
Recurring Contributions Forecast
We've renamed Recurring Contributions Detail to Recurring Contributions Forecast to clarify this report's purpose.
We've also expanded this report to include online gifts
We've eliminated the Contribution Setup window to provide more direct access to features.
|Giving Funds||Contributions Menu|
|Giving Fund Sets||Contributions Menu|
|Link to Memorial Gifts||System Preferences|
|Link to Accounting||System Preferences|
|Enable Canadian Receipts||System Preferences|
Inactive Giving Funds
CDM+ will now prevent you from marking the giving fund used for Fee Assist as inactive.
When marking setting a giving fund inactive, CDM+ will warn you if that fund is used with active recurring gifts.
Use the Event Custom Listing and Export and Payment Custom Listing and Export to build custom reports for your events and payments.
You can export user fields by set or all together from any records with user fields in CDM+.
A zip file will be created with .csv files for data fields and files for raw data fields.
Update State Calculations
CDM+ 12.1 includes updated state calculation for the following states:
- North Dakota
Transaction Custom Listing and Export
We've added a new report to display transactions. This uses the same data source as Search Transactions in CDM+ Engage.
Use this report to locate and process returns, refunds, etc.
We've added support for payment processing through the Paragon payment processor.
Optimized Database Switching
Choosing a different database uses threaded connections to allow getting a list of available databases faster, especially with multiple accounts.
Installers on macOS
macOS Ventura and later will download a full installers to update CDM+. This ensures compatibility with enhanced Gatekeeper requirements.
If you install CDM+ in a custom location, updating CDM+ from within CDM+ will now update that custom location.
Improved Download Speed
Downloading updates will now be faster thanks to improvements at our hosting provider.