Chart a Course for the New Year

With more than three decades of experience, we’re no strangers to the winding paths and unexpected obstacles that that year-end tasks can bring. We’ve walked this road many times and it’s never too early to begin preparations for those year-end tasks.

To help you stay organized and on the right path, we’ve put together the CDM+ January Survival Guide.

Inside this year’s guide, you’ll find a variety of helpful resources including:

  • A Year-End Checklist
  • Links to order important tax forms
  • W-2 and W-3 instructional videos
  • 1099 instructions
  • Contribution Statement videos
  • Contributions History video
  • Archiving instructional video
  • How to update Giving Funds
  • Tip for Contacting Support in January

Visit to open up the CDM+ January Survival Guide in the Suran Help Center today.

If you are working on our nonpprofit solution CDM+ Essentials, you can find an Essentials Edition January Survival Guide here:

Get started. Get connected.

Have questions about prices, plans, programs, or integration?

Contact us today to learn more or schedule a demo to discover how CDM+ can work for your organization.