Guiding You Through Your Year-End Procedures

Are you ready to take on the year-end tasks at your organization? To help keep you organized and on task, we’ve put together the CDM+ January Survival Guide.

Inside the guide, you’ll find several helpful resources including:


  • Year-End Checklists to keep you organized and on track
  • Links to order important tax forms
  • W-2 and W-3 instructional videos
  • 1099 instructions
  • Contribution Statements instructional videos
  • Contributions History instructional video
  • Archiving instructional video
  • Instructions for updating Giving Funds
  • Useful tips for getting further help in January

You can view the CDM+ January Survival Guide in the Suran Help Center at

Get Started

Have questions about CDM+? Want to sign up for a free, personalized demo and see CDM+ in action? Contact us today!