Successful Contributions with CDM+
Online Training Event | April 21 – 22, 2026
6 Sessions
Live Expert Trainers
2 Days
April 21-22 | 1-5 pm EDT
$49
Unlimited Online Access
Level up your Contributions skills.
Join our expert CDM+ trainers April 21-22, 2026 for the Successful Contributions with CDM+ online training event!
Experience two afternoons of focused, practical instruction in CDM+ Contributions and go deeper on the features and workflows that make a real difference.
Whether you’re self-taught or simply ready to take your CDM+ skills to the next level, this is the Contributions training you’ve been looking for.
Sessions and Trainers
Contribution Fundamentals: The Building Blocks
Trainer: Roslyn Brittain
Learn the essentials for entering contributions in CDM+. We’ll discuss setting up Giving Codes and Giving Funds, viewing Giving History, and understanding the Groups field on Giving Unit records. We’ll also explains Batch entry, linking and posting to Accounting, and verifying entries with Daily reports.
Contribution Procedures Walkthrough
Trainer: Kim Gill
In this class, you’ll learn how to maintain the integrity of the Contributions History file and use its reporting and printing features. We’ll discuss options to handle loose cash and visitor gifts. In addition, you’ll learn how to streamline the entry of bank-generated checks or electronic fund transfers.
Exploring Engage Giving
Trainer: Kristi Salls
Learn how to set up Engage Giving to allow easy, secure one-time and recurring online gifts through debit card, credit card, or ACH bank account transactions. You’ll also learn how to organize funds using Giving Sets and manage gift notifications, confirmation emails, processing fees, and more. In addition, we’ll cover how to track online gifts, event registrations, and payments from receipt through posting to the ledger.
Payment Processing: Beyond The Basics
Trainer: Roslyn Brittain
In this class we’ll highlight the Deposit Processing tool, how to track payment statuses, including failures and returns, and how to issue refunds.
Reporting Tips & Insights
Trainer: Kim Gill
In this session, we review many of the reports available in Contributions, including comparative reports and exports. We’ll also explore listing reports which are useful evaluation tools for stewardship committees. In addition, you’ll learn how to analyze giving by dollar ranges and identify increases or decreases in giving by individuals or by specific Giving Funds.
Contribution Statements Made Simple
Trainer: Roslyn Brittain
Accurate and timely Giving Statements promote good stewardship among members and donors. This class reviews the Contribution Statement report options available in CDM+. You’ll learn how to create paper, emailed, and online Giving Statements, as well as how to use contribution receipts.
Unlimited access to all training materials.
Can’t make it to the training? Only able to join for part of it?
Every session is recorded, so even if you can’t make it live, every registration includes unlimited access to all recordings AND all training materials for every session.
This is your go-to, anytime, CDM+ Contributions resource.
Unlimited Access Pass
- 2 Days of Live Online Instruction
- 6 Expert-Led Sessions
- Unlimited Access to Recorded Sessions
- Unlimited Access to Training Materials
More confidence equals better results.
Don’t miss this opportunity to walk away with practical skills you can put to work immediately and gain the confidence to handle CDM+ Contributions with accuracy and ease.
Two afternoons. Six sessions. One small investment that pays off all year long.
Reserve your spot today!