When migrating to CDM+, you are locked into the monthly fee you paid Stewardship for 12 months. After that time you will pay the monthly rate for your selected CDM+ plan.
CDM+ offers a number of plans. When a client migrates from Stewardship Technology to CDM+, we select a plan based on your historical usage of Stewardship.
|You used pledges or memorial gifts||You used event registration||Plan||Cost after 12 months|
|Choice with Contributions||$50/month|
|Choice with Contributions and Registration||$75/month|
Go to CDM+ (macOS) or File (Windows) → About CDM+ → Serialization in CDM+ Desktop to view your current plan.
Within the first 12 months of moving to CDM+ you can move between these three plan configurations at no charge. Contact CDM+ Sales at firstname.lastname@example.org or 877-891-4236 to adjust your plan.
You can learn more about each plan, including what CDM+ Essentials does and doesn't include, by reviewing the CDM+ Plans page.
The fees paid to Stewardship that will be moved to Suran after 12 months include:
- Platform fee
- PCI compliance fee
- Text to give fee
Not all Stewardship client pay all of these fees. Consult your contract and/or bank statement to determine your specific monthly fees.
Add Fund Accounting and Payroll at No Cost for Up to 12 Months
As a special offer to clients recently moved from Stewardship, you can add CDM+ Fund Accounting and CDM+ Payroll to your service for no extra charge for up to 12 months (from the time of your migration).
With CDM+ Accounting and Payroll you can:
- create automated and accurate financial reports
- track funds
- file your 1099 forms online
- direct deposit payroll
- report expenses on your mobile device
- and much more
To get you started, there is no cost to import your accounting data.
If you cancel or don't keep Accounting and Payroll for at least 6 months after your rate change in 12 months, you simply owe the cost of the data conversion. (ie. $250 for QuickBooks; check with email@example.com for cost of others)
Contact us at firstname.lastname@example.org or (877) 891-4236 to get started or learn more about this special Stewardship migration offer!
Want to see accounting in action? Schedule a demo!