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.

Process Pending Contributions

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+

Send Statements

Once your contribution records are ready, it's time to send statements!

How to Generate and Publish Online Giving Statements

Get Help

Have questions? We're here to help!

Tips for Getting Help in January