(for CDM+ 8.0 and later)

Contributions Overview – Introductory examination of the setup and basic usage of the Contributions program as a tool to manage your giving records

• Contributions Setup
• Create Giving Funds
• Contributions Preferences introduced
• Enter contributions through the Batch Contributions
• Preview Daily reports
• Create Giving Statements for individual contributors

Contributions 1 – The Contributions program basics are covered here, including the setup process. Everyone working with CDM+ Contributions needs this class.

• Detailed review of the Giving Unit Record fields and their use
• Adding a Giving Unit record and connecting it to an Address record
• Explanation of Contributions Setup and the Link to Accounting feature
• Creation of Giving Funds to meet your church’s giving patterns
• Option of creating Giving Unit groups presented

Contributions 2 – Proper entry and posting of contributors’ giving remains a high priority for the church office. This process is presented in this class, which is basic instruction for all persons responsible for tracking members’ giving.

• Creation of a contribution Batch is demonstrated
• Detailed instruction on the entry of individuals’ giving
• Selection and printing of detailed reports of giving entries
• Explanation and presentation of the Posting to Accounting Ledger process
• Selection and setup of Contributions Preferences reviewed

Contributions 3 – The pledge tracking process can be enhanced and made more effective by learning the steps presented in this class. Pledge setup, entry and pledge reports will be covered here.

• Creating Pledge funds and Pledge setup explained
• Detailed instruction of entering pledges demonstrated
• Custom listings and pledge reports reviewed
• Creation of a custom formatted, merged pledge letter presented

Contributions 4 – How do you handle visitors who attend your church and make a contribution? This class presents two options. Memorial Giving and Contributions maintenance issues are also addressed.

• Two options to handle Visitor Contributions
• Explanation of Memorial Giving
• Transferring gifts between Giving Units demonstrated
• Creating a Giving Unit history and its uses
• Explanation of the use of Check Reader and Check Imaging

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