January Survival Guide

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 january.suran.com.