(for CDM+ 8.0 and later)

Getting Started in CDM+ Contributions (Overview) – Introductory training to effectively guide users in tracking contributor giving. Beginning setup options, creation of Giving Funds and contribution entry tasks are explained and demonstrated. Beginning users of CDM+ Contributions should take this class.

• Contributions setup options explained
• Create Giving Funds
• Contributions Preference settings introduced
• Basic contributions entry through Batch Contributions demonstrated
• Preview Daily reports

Contributions Procedures – Basic training on entering “special” contributions, visitor contributions and memorial gifts provided. Detailed explanation given of Giving Unit record tabs: Groups tab, Email tab and Giving Notice tab. This class takes the user beyond startup in Contributions and should be taken by all responsible for Contributions records.

• Contribution System Preferences and Giving Sets explained
• Step-by-step demonstration of entering non-deductible gifts, visitor gifts and gifts with notes
• Presentation of the use of Memorial Gifts and how-to enter memorial gifts
• Explanation of importance and use of the Group tab, Email tab and Giving Notice tab

Contributions Maintenance – Basic training for handling common Contribution changes and special situations is provided. Explanation and creation of Giving History will be demonstrated. Use and maintenance of emails for sending Contribution reports will be explained. This class provides important training for persons responsible for keeping Contribution records current.

• Editing and changing Giving Unit codes explained and demonstrated
• Transferring Contributions between Giving Units presented
• Explanation and demonstration of Giving History given
• How to handle Contributions records when families change will be discussed
• Entering/updating emails used in Contributions explained

Contributions Pledging – The pledge tracking process will be demonstrated in detail in this class. Pledge setup, entry and pledge reporting will be covered. Persons responsible for tracking and reporting on pledges will greatly benefit from this class.

• Explanation of creating pledge funds and pledge setup given
• Detailed instruction of pledge entry
• Pledge changes and analysis tools explained
• Use of “Actual” pledges and optional use of “Projected” pledges presented
• Custom listings and pledge reports reviewed

CDM+ Contributions Reports 1 – Eight of the basic Contributions reports are reviewed, as well as a creating Giving Statements.

• View giving by date by Giving Units or Giving Funds – Giving Detail report
• Totals by Date and Totals by Month reports
• Giving Range report with user-defined ranges
• Overview of Composite by Giver and Composite by Date reports
• Contributions Worksheet that can be used by money counters
• Creating Giving Statements – quarterly and annually

CDM+ Contributions Reports 2 – Analyzing giving and encouraging members to grow in their stewardship remains a vital task in all churches. This class is for leaders, financial assistants and ministers to gain the use of CDM+ tools to help accomplish this task.

• Giving History Comparison report displays historical giving data by Giving Unit
• Actual vs. Pledge report shows Over/Under giving by date range
• Lagging Givers report allows custom setup to analyze changing giving patterns by Givers
• Giving Export allows for the export of Contributions fields and information
• Create custom mail merge letters including personal giving information

CDM+ Year-End Contributions Tasks – Review of year-end CDM+ Contributions tasks to be completed to update your contributions data, prepare for next year and provide contributors with accurate giving statements.

• Add Giving Funds required for next year
• Transfer contributions between givers codes as needed
• Learn to update givers codes in mass
• Update the Giving History demonstrated
• Thorough presentation of creation of Giving Statements
• Preview of Comparative Contributions reports

Email Giving Statements – Requires CDM+ 8.1.2 Contributions Pro with Enhanced Notices. This class covers the steps to set up and send Giving Statements as secure, password-protected PDF files via email.

• Where to mark Giving Units to receive statements via email
• How to specify email addresses for statements
• Learn how to create secure PDF files of giving statements
• How to setup & send email notices with attached secure PDFs