Year End for CDM+ Essentials
CDM+ Essentials for Fundraising and Donor Management makes year end reporting easy. We've collected articles that will help you have smooth and accurate year-end procedures with CDM+.
Year End Checklist
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
Process Pending Contributions
Before generating statements, be sure to process pending contributions so that all donors receive acknowledgement of their gifts.
Merge Giving Units
If you have multiple giving units records for the same donor, be sure to merge those records so the donor only receives one statement.
Merging Duplicate Records in CDM+
Once your contribution records are ready, it's time to send statements!
How to Generate and Publish Online Giving Statements
Have questions? We're here to help!