The CDM+ Essentials platform allows you to create online giving links, manage donors, and track donations. In this video we demonstrate, for our Stewardship Migration clients, how to get started using Essentials for your nonprofit organization.

00:11 How To Create A Fund
02:38 How To Create A Giving Set
05:40 Customizing Your Giving Page
08:05 Understanding How Donors Are Organized
09:36 Donor Records: Managing Donors and Donations
13:51 Process Pending Donations
18:30 Donation Reports