Are You Ready For Year End?

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.
https://help.suran.com/cdm/latest/january-survival-guide/year-end-for-cdm+-essentials

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.
https://help.suran.com/cdm/latest/january-survival-guide/year-end-checklist

You can download the Essentials Checklist PDF by clicking the link below.
https://help.suran.com/cdm/latest/january-survival-guide/year-end-for-cdm+-essentials#id-.JanuarySurvivalGuideforCDM+Essentialsvlatest-YearEndChecklist

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.
https://help.suran.com/cdm/latest/january-survival-guide/updating-giving-funds

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!