Make Those First Steps Count
Take some of the worry out of Year-End tasks and get organized before you begin. To help guide you on your January journey, we’ve put together the CDM+ January Survival Guide.
You can view the CDM+ January Survival Guide in the Suran Help Center at january.suran.com.
Essentials users can view the Essentials January Survival Guide at the link below.
Download the Year-End Checklist
A great place to start in the January Survival Guide is the Year-End Checklist. This checklist PDF of CDM+ procedures will help guide you through your year-end tasks. Depending on the CDM+ programs you use and whether your accounting is done on a calendar or fiscal year, some items will not apply to you.
You can download the standard Checklist PDF by clicking the link below.
You can download the Essentials Checklist PDF by clicking the link below.
Update Your Giving Funds
Another good first step is updating your giving funds. If you use year-based giving funds to manage pledges, you may have recurring gifts or Engage Giving Sets that need to move from one year to the next.
For a bit of guidance on how to update giving funds, follow the link below.
Just a reminder that the Suran Offices will be closed on December 30, 2022 in observance of New Year’s Eve. We hope you have a safe and happy New Year!
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