Giving Unit Information

Before contributions can be entered in CDM+, a Giving Unit record must be created for each giver through the Giving Unit Information window. Giving Units are assigned a Giving Unit Code, which can be used during contributions entry. Giving Unit Codes are completely customizable and, if your church uses number envelopes, are the preferred place to track envelope numbers.

In addition to the establishment of the Giving Unit Code and giver’s name, the Giving Unit Information file also contains summary information. The current year's giving, the date of last gift and amount of the last gift are automatically updated from the contributions entry. The previous year giving is set as a part of the Update History function under the Contributions Utilities menu.

Entering Giving Unit information as the first step in entering contributions. You may access CDM+ Contributions in several ways. From the Welcome to CDM+ window, click on the Contributions button. This will open the Welcome to Contributions window.

Getting Started tab of the Welcome to Contributions window

The Getting Started pane of this window shows the steps to begin using the Contributions program. If you have not entered Address Records, see that section of the Membership manual. Note! If your copy of CDM+ is licensed for the Membership program, the Contributions program has a limited Address Record. Assuming you have completed step 1, click on 2. Enter Giving Unit Information.

Or, select the Windows tab of the Welcome to Contributions window and click on Giving Units.

Windows tab of the Welcome to Contributions window

Or, select Giving Unit Information from the Contributions menu.

Multiple Window Mode - Pro version shown

 

Contributions w/o Membership
Contributions without Membership - Pro version shown
 

Or, if you have specified under User Preferences-Toolbar to have the Contributions toolbar active, select the Giving Unit Information icon.
Contributions Toolbar - Giv. Unit Icon

Giving Unit Information records are attached to Individual Records and Address Records are associated with Giving Units. You can also open the associated Giving Unit Information records via "jump" buttons on the Individual Records

Click on Giving Units jump button on Individaul Records window to open associated Giving Unit Information window.

and Address Records windows.

Click on Giving Units jump button on Address Records window to open associated Giving Unit Information window.