Year end reporting is a critical process for any organization, and CDM+ is here to help make this task as smooth and accurate as possible.
Webinars
These webinars are targeted for migrated Stewardship clients. General CDM+ clients should visit the January Survival Guide.
Thank you to those who attended our Year-End Webinar for migrated Stewardship clients. We hope you found the webinars helpful.
If you missed a webinar, no problem! You can view the recorded webinar below.
Recorded Webinar
Webinar Slides PDF
Email Updates
Beginning in mid-December we send out notices to call out useful help articles. If you haven't received any emails from us by December 20, 2022, please contact support to add your email to our distribution list.
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 Donations
Before generating statements, be sure to process pending contributions so that all donors receive acknowledgement of their gifts.
Process Pending Donations/Gifts
Merge Donor Records
If you have multiple records for the same donor, be sure to merge those records so the donor only receives one statement.
Merge Duplicate Donor Records
Prepare and Send Statements
Tax Receipts in Stewardship are called Giving Statements in CDM+.
Once your records are ready, it's time to send statements!
How to Generate and Publish Online Giving Statements
How to Print End of Year Giving Statements
Get Help
Have questions? We're here to help!
Tips for Getting Help in January
