CDM+ Edition

Below you will find a checklist PDF of CDM+ procedures to guide you through your year-end tasks. Use this checklist and time frames as suggestions only. Depending on the CDM+ programs you use and whether your accounting is done on a calendar or fiscal year, some items will not apply to you.

CDM+ Essentials Edition

For clients using CDM+ Essentials for Fund Raising and Donor Management, please use the following checklist.