Tips and Techniques (TNT) http://kb.cdmplus.com/tips-and-techniques.xml en Use Contribution History to Analyze Giving http://kb.cdmplus.com/blog/use-contribution-history-analyze-giving <span class="field field--name-title field--type-string field--label-hidden">Use Contribution History to Analyze Giving</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/446" typeof="schema:Person" property="schema:name" datatype="">Dean Phelps</span></span> <span class="field field--name-created field--type-created field--label-hidden">Thu, 04/05/2018 - 13:38</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>The Contribution History is a valuable tool for analyzing and understanding the giving patterns and trends in your church or organization. The contribution history is a summary of contributions by giving unit and giving fund for a specified time period. The history information remains after contribution records are archived, so you can move older contribution records out of your main database and still be able to do long-term analysis of stewardship.</p> <p><img alt="Viewing a Contribution History" data-entity-type="" data-entity-uuid="" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/tnt/TotalContributionGraph.jpeg" /></p> <p>With contribution history, you can use <em>View Contribution History</em> (<strong>Program</strong> &gt; <strong>Contributions</strong> &gt; <strong>View Contribution History</strong>) to view summary statistics and create charts like the one shown above for total contributions or specific giving funds. The <em>History Comparison</em> report (<strong>Reports</strong> &gt; <strong>Contribution Reports</strong> &gt; <strong>Comparative</strong> &gt; <strong>History Comparison</strong>) shows contribution history as a composite or broken down by giving unit. The report can be filtered to include specific giving funds and giving units. Printing the report to a text file makes it possible to pull the data into Microsoft Excel or other program for deeper analysis.</p> <p><img alt="History Comparison Report Example" data-entity-type="" data-entity-uuid="" src="/files/images/tnt/HistoryComparisonSample.jpeg" /></p> <p>Contribution history for a giving unit can be viewed on the <em>History</em> tab of the Giving Unit record. </p> <h2>It Starts with Building Histories</h2> <p>Using <em>View Contribution History</em> or <em>History Comparison</em> begins with creating the contribution histories. To create history records, go to Update History (<strong>Program</strong> &gt; <strong>Contributions</strong> &gt; <strong>Update History</strong>). Add a new history with a description, date range, and giving funds to be included. Most often a contribution history is built for a calendar year and all giving funds, but you can build histories, for example, that provide summary data for a particular campaign that covers multiple years.</p> <h2>More Information</h2> <p>Using contribution histories can provide the information you need to analyze and understand stewardship in your church or organization. Detailed information on how to build contribution history and generate comparative reports is <a href="/node/12265">available in the CDM+ Manual</a>.</p> <p> </p> </div> Thu, 05 Apr 2018 17:38:12 +0000 Dean Phelps 12280 at http://kb.cdmplus.com How Do I Use Account Sets? http://kb.cdmplus.com/how-to-use-account-sets <span class="field field--name-title field--type-string field--label-hidden">How Do I Use Account Sets?</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/446" typeof="schema:Person" property="schema:name" datatype="">Dean Phelps</span></span> <span class="field field--name-created field--type-created field--label-hidden">Fri, 03/23/2018 - 15:18</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>In preparing regular accounting reports, CDM+ lets you filter the report to include specific accounts by choosing <em>Selected Accounts</em> on the standard search. At the bottom of the list of selected accounts, you can use the <strong>Select Accounts</strong> button to choose the ledger accounts that will be included on the report. You can also <strong>save the set</strong> to be used again in this or another report. To load a previously saved set, simply click the <strong>Load Set</strong> button.</p> <p><img alt="Select Accounts on Standard Search" data-entity-type="" data-entity-uuid="" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/manual/accounting/reports/AccountingReportsSelectedAccounts.jpeg" /></p> <p>You can manage your saved sets from the search window, but saving a set requires you to type the name. Managing account sets is easier from the <em>Account Sets</em> window. The <em>Account Sets</em> window is accessed from the <em>Ledger</em> menu in the Accounting program. From this window, you can easily create new sets, delete sets that are no longer needed, and make changes to existing sets without having to remember and retype the set name precisely.</p> <p>More information about using the Account Sets window is <a href="http://kb.cdmplus.com/node/12271">available in the Knowledge Base manual</a>.</p> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-above clearfix"> <h3 class="field__label">Tags</h3> <ul class="links field__items"> <li><a href="/taxonomy/term/128" hreflang="en">accounting</a></li> </ul> </div> Fri, 23 Mar 2018 19:18:48 +0000 Dean Phelps 12272 at http://kb.cdmplus.com Using Minister Association http://kb.cdmplus.com/node/12259 <span class="field field--name-title field--type-string field--label-hidden">Using Minister Association</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/446" typeof="schema:Person" property="schema:name" datatype="">Dean Phelps</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 02/12/2018 - 19:12</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>The Minister Association utility in the Disciples Regional version of CDM+ provides the tool for connecting the individual records in a regional CDM+ database with their corresponding minister records in the general CDM+ database at Disciples Home Missions (DHM). It also provides a utility for comparing data between the two databases.</p> <p>Regions can use the Minister Association Tool:</p> <ul> <li>to get a starting point for submitting changes to the minister's directory from CDM+;</li> <li>in preparation for the annual publication of the Ministers Directory in the <em>Year Book and Directory</em>;</li> <li>to connect records for ministers new to the region with the general database minister record.</li> </ul> <h1>Starting Minister Association</h1> <p>To launch the Minister Association utility, log into CDM+ and navigate to <strong>File &gt; Utilities</strong>. Scroll down in the alphabetical list to Minister Association, select it, and click <em>Run Special Function</em>.</p> <p><img alt="Utilities Window in CDM+" data-entity-type="" data-entity-uuid="" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/doc-reg/UtilitiesMinisterAssociationTool.png" /></p> <h1>Minister Association Window</h1> <p>The data area of the Minister Association window is divided into four quadrants.</p> <ul> <li>The top half contains the list of names of those identified as ministers in the region, and the bottom half contains data from each database about the selected minister.</li> <li>The left half contains information from the regional CDM+ database, and the right half contains information from the general database at DHM.</li> </ul> <p><img alt="Minister Association Utility Window Contents" data-entity-type="" data-entity-uuid="" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/doc-reg/MinisterAssociation.png" /></p> <p> </p> </div> <div class="field field--name-field-category field--type-entity-reference field--label-above"> <div class="field__label">Category</div> <div class="field__item"><a href="/doc-regional" hreflang="en">DOC Regional</a></div> </div> Tue, 13 Feb 2018 00:12:58 +0000 Dean Phelps 12259 at http://kb.cdmplus.com Is My CDM+ Current? http://kb.cdmplus.com/is-cdm-current <span class="field field--name-title field--type-string field--label-hidden">Is My CDM+ Current?</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/446" typeof="schema:Person" property="schema:name" datatype="">Dean Phelps</span></span> <span class="field field--name-created field--type-created field--label-hidden">Fri, 01/26/2018 - 14:40</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>The development team for CDM+ works hard to add new features and functionality to CDM+ as well as to fix bugs and known problems. New releases of the program incorporate this development work, and so it's important to keep your CDM+ program up to date. </p> <h2>What is the current version?</h2> <p>The best way to check the current release of CDM+ is to visit the <a href="/downloads">Downloads</a> page. At the top of that page, you will see the current version of CDM+.</p> <p><img alt="Knowledge Base Downloads.png" data-entity-type="" data-entity-uuid="" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/tnt/KnowledgeBaseDownloads.png" /></p> <p>In this example, the current release is version 10.1.6.</p> <h2>What Version of CDM+ Am I Using?</h2> <p>You can check your version of CDM+ by choosing <em>About CDM+</em> from the <em>File</em> menu (Windows) or the <em>CDM+</em> menu (macOS). Go to the System Information tab, and look at the CDM+ Version. If your version number matches the version number from the Downloads page, you are using the current version of CDM+.</p> <p><img alt="CDM+ System Information" data-entity-type="" data-entity-uuid="" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/tnt/CDM%2BSystemInformation.png" /></p> <h2>How Do I Update?</h2> <p>If you are currently enrolled in Premier Support, there is no charge to update your CDM+ program. Return to the <a href="/downloads">Downloads</a> page, and click the link for the current release. Then click the <em>Windows 7+</em> link to download the installer for Windows, or click the <em>macOS</em> link to download the installer for your macOS computer.</p> <p>If you are upgrading from a version of CDM+ older than 10.0, click and read the pages to <a href="/node/12237"><em>Upgrade from CDM+ 9.x</em></a> or <a href="/node/12238"><em>Upgrade from CDM+ 8.2 only</em></a> before attempting to update CDM+. If your CDM+ is older than version 8.2, call CDM+ Support at 1-800-633-9581. Our Data Services department will need to assist you with that upgrade. </p> <p>If you are updating from CDM+ 10.0 or later, though, run the installer on your computer, then open CDM+. CDM+ will prompt you to update the database. Click <em>Install Update</em> to complete the process. Any other users of CDM+ will be prompted to update their program when they open CDM+.</p> <p><img alt="CDM%2BLoginUpdateDatabase.png" data-entity-type="" data-entity-uuid="" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/tnt/CDM%2BLoginUpdateDatabase.png" /></p> <p>If you are not on Premier Support, call CDM+ Sales at 1-877-891-4236. Our sales team can give you a price to renew Premier Support or to purchase the upgrade.</p> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-above clearfix"> <h3 class="field__label">Tags</h3> <ul class="links field__items"> <li><a href="/taxonomy/term/130" hreflang="en">update</a></li> </ul> </div> Fri, 26 Jan 2018 19:40:35 +0000 Dean Phelps 12258 at http://kb.cdmplus.com Year End Tasks for Payroll http://kb.cdmplus.com/node/12257 <span class="field field--name-title field--type-string field--label-hidden">Year End Tasks for Payroll</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/446" typeof="schema:Person" property="schema:name" datatype="">Dean Phelps</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 01/15/2018 - 09:33</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h2>Review Employee Records</h2> <p>Review the <a href="/node/11631">Employee Information Records</a> for all employees that were employed during the year. Double check the accuracy of pay items, deductions, and W-2 setup.</p> <h2>File Fourth Quarter 941</h2> <p>After all payroll has been entered for the year, run a Taxable Income Summary for the fourth quarter, and file your <a href="/node/11653">employer quarterly tax return</a> (Form 941) for the fourth quarter. <a href="/printing-1099-misc-forms-tax-year-2017">Video instruction</a> is available to help you with this process.</p> <h2>Prepare Tax Forms</h2> <p>After filing the fourth quarter 941, run a Taxable Income Summary for the year, and produce W-2 and W-3 forms for distribution and filing. Video instruction is available to help you with this process for both <a href="/w2-printing-2017-windows">Windows</a> and <a href="/w2-printing-2017-macos">macOS</a>.</p> <h2>Review Local Tax and Other Deductions</h2> <p>Looking ahead to the new year, make any needed adjustments to local taxes and other deductions prior to running the first payroll for the year. If you are enrolled in Premier Support or Payroll Support, you will receive updated state and federal tax tables automatically.</p> <h2>Update Salaries and Hourly Rates</h2> <p>Make adjustments to salaries, wages, and allowances for the new year prior to running your first payroll for the year.</p> <h2>Update Time Off Data</h2> <p>If time off for sick leave or vacation allowed is accrued based on the calendar year, <a href="/node/11636">update this information</a> for each employee.</p> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-above clearfix"> <h3 class="field__label">Tags</h3> <ul class="links field__items"> <li><a href="/taxonomy/term/126" hreflang="en">year-end</a></li> <li><a href="/taxonomy/term/129" hreflang="en">payroll</a></li> </ul> </div> Mon, 15 Jan 2018 14:33:42 +0000 Dean Phelps 12257 at http://kb.cdmplus.com Year End Tasks for Accounting http://kb.cdmplus.com/node/12256 <span class="field field--name-title field--type-string field--label-hidden">Year End Tasks for Accounting</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/446" typeof="schema:Person" property="schema:name" datatype="">Dean Phelps</span></span> <span class="field field--name-created field--type-created field--label-hidden">Sat, 01/13/2018 - 13:05</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h2>Enter Budget Information for the New Year</h2> <p>As the budget for the year is being prepared, <a href="/node/11554">enter the budget information</a> into CDM+. </p> <h2>Accrue Invoices As Expenses for the Previous Year</h2> <p>Charges for goods purchased or services provided in a given year are considered expenses in that year, even if the bill has not been paid before January 1. <a href="/node/11584">Accruing unpaid invoices</a> for the year posts the expenses to the ledger as accounts payable which can be paid in the new year.</p> <h2>Review Vendor and Payment Information for 1099 Forms</h2> <p>Make sure the 1099 information--1099 form, 1099 recipient ID, and 1099 setup--is correct for Vendor Records. </p> <h2>Reconcile December Statements</h2> <p>Once you have received end of December statements for your bank accounts, reconcile the accounts and file the reconciliations.</p> <h2>Process Credit Card Transactions for December</h2> <p>Once you have received statements that cover the end of December, enter invoices for charges with the transaction date, and <a href="/node/11573">mark them paid by credit card</a>.</p> <h2>Create Journal Entries from Recurring</h2> <p>Create any journal entries from recurring entries for December.</p> <h2>Close December</h2> <p>After bank and credit card statements that include the end of December have been processed and recurring journal entries have been created, <a href="/node/3603">close the month</a>.</p> <h2>Print Year-End Financial Statements</h2> <p>From the <a href="/node/11612">Ledger YTD</a> reports in Accounting, print the financial statements. Print the balance sheet (statement of financial position) as of December 31. Print the income and expenditures (statement of activities) for January 1 through December 31. Print the fund activity report (Statement of Fund Activity) for all accounts for January 1 through December 31.</p> <h2>Close the Year</h2> <p>If your fiscal year corresponds to the calendar year, <a href="/node/3607">close the year</a>. This will prevent changes to accounting data for the year that has been reflected in year-end financial statements and will calculate new beginning balances for the year.</p> <h2>Prepare 1099s for Vendors</h2> <p><a href="/printing-1099-misc-forms-tax-year-2017">E-file or print and distribute 1099s</a> to appropriate Vendors.</p> <h2>Archive Ledger Entries</h2> <p>If desired, you can store older ledger entries in an archive database. Keeping older information in your database does not affect the performance of CDM+, but it is the equivalent of moving paper information out of file cabinets and into banker's boxes where it can be referenced if needed. Archiving older ledger entries will also allow you to clean up your chart of accounts from year to year.</p> <p>You may choose to retain ledger entries for the current year and some number of previous years in your active database and to store older ledger entries in an archive database. If you choose to archive older ledger entries, <a href="/node/12091">run your archive</a> after completing other year-end accounting tasks.</p> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-above clearfix"> <h3 class="field__label">Tags</h3> <ul class="links field__items"> <li><a href="/taxonomy/term/126" hreflang="en">year-end</a></li> <li><a href="/taxonomy/term/128" hreflang="en">accounting</a></li> </ul> </div> Sat, 13 Jan 2018 18:05:00 +0000 Dean Phelps 12256 at http://kb.cdmplus.com Year End Tasks for Contributions http://kb.cdmplus.com/node/12255 <span class="field field--name-title field--type-string field--label-hidden">Year End Tasks for Contributions</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/446" typeof="schema:Person" property="schema:name" datatype="">Dean Phelps</span></span> <span class="field field--name-created field--type-created field--label-hidden">Fri, 01/05/2018 - 11:48</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>To move into a new year with CDM+ Contributions, performing some or all of these tasks will be helpful in processing and reporting contributions.</p> <h2>Create New Giving Funds and Pledges As Needed</h2> <p>At the time of your pledge campaign, <a href="http://kb.cdmplus.com/node/11482" target="_target">create a new giving fund</a> that covers the pledge period. After creating the giving fund, <a href="http://kb.cdmplus.com/node/11485" target="_blank">create the pledge record</a> for the fund.</p> <p>Donors who make recurring gifts to pay pledges through Engage or the Giving Web Ministry Tool should cancel recurring gifts to the old pledge fund and create new recurring gifts for the new funds.</p> <h2>Remind Online Givers to Create New Recurring Gifts</h2> <p>If you create new giving funds for the new year, as recommended for pledged funds, you should remind your members and donors to cancel any recurring gifts to the old giving fund and create new recurring gifts that target the new giving fund. Failure to do this will result in recurring gifts continuing to post against the previous year's giving fund. You will need to update manually any online contributions posted to the previous year's giving fund.</p> <h2>Post All Contributions for the Year</h2> <p>Enter and post all contributions received for the year. These are contributions that are received or postmarked by December 31.</p> <h2>Email Giving Statements</h2> <p>Once all contributions have been entered and posted for the year, <a href="/node/11527">email contribution statements</a> to giving units that have the <em>Email Statement</em> box checked and will receive statements by email.</p> <h2>Print and Mail Giving Statements</h2> <p>For giving units that choose to receive paper email statements, <a href="/node/11525">prepare and print the contribution statements</a>.</p> <h2>Create Contribution History for the Previous Year</h2> <p>Contribution History in CDM+ provides the resources for understanding the stewardship of a congregation. Contribution History creates data that summarizes contributions by giving unit and by giving fund for specific time periods. Updating contribution history presents helpful data on the History tab of the Giving Unit Record and on the <a href="/node/11499">View Contribution History</a> function.</p> <p>After you have entered all contributions for the year and have printed contribution statements, <a href="/node/11498">update the contribution history in CDM+</a>.</p> <h2>Archive Detail Contribution Records</h2> <p>If desired, you can store older contribution detail information in an archive database. Keeping older information in your database does not affect the performance of CDM+, but it is the database equivalent of moving paper information out of file cabinets and into banker's boxes where it can be referenced if needed. </p> <p>You may choose to retain the current year and some number of previous years, say two, in your active database and to store older contribution detail in an archive database. By updating contribution history, you maintain summarized information for giving over long periods.</p> <p>If you choose to archive older data, <a href="/node/12091">run your archive</a> after updating the contribution history.</p> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-above clearfix"> <h3 class="field__label">Tags</h3> <ul class="links field__items"> <li><a href="/taxonomy/term/125" hreflang="en">contributions</a></li> <li><a href="/taxonomy/term/126" hreflang="en">year-end</a></li> </ul> </div> Fri, 05 Jan 2018 16:48:43 +0000 Dean Phelps 12255 at http://kb.cdmplus.com Prepare Giving Statements for Discount Mailing http://kb.cdmplus.com/tips/giving-statement-discount-mailing <span class="field field--name-title field--type-string field--label-hidden">Prepare Giving Statements for Discount Mailing</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/446" typeof="schema:Person" property="schema:name" datatype="">Dean Phelps</span></span> <span class="field field--name-created field--type-created field--label-hidden">Tue, 12/26/2017 - 23:23</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Due to changes by the US Postal Service in 2017, the Discount Mail sort sequence in CDM+ and DonorWorks was no longer in compliance. In response, Suran Systems disabled this sort sequence in CDM+ and DonorWorks and now provides a <a href="http://kb.cdmplus.com/mailing_instructions">free sortation service to CDM+ and DonorWorks users</a>. Users can send an export of address information from their database, and Suran will process the discount mailing, returning mailing labels and all documents required by the Postal Service.</p> <p>Some CDM+ and DonorWorks users have, in the past, used the Discount Mail sort sequence to print contribution statements in a way that would meet discount bulk mail requirements. However, that sort sequence is no longer available.</p> <p>So is it still possible to send giving statements from CDM+ or DonorWorks with a marketing mail discount?</p> <h2>USPS Regulations Regarding Giving Statements</h2> <p>The Postal Service spells out the requirement that qualify a piece for marketing mail rates in the Domestic Mail Manual. The <a href="https://pe.usps.com/resources/StandardMailEligibility/USPSMarketingMailEligibility.pdf">Marketing Mail Eligibility Decision Tree</a> is a single page representation of the requirements.</p> <p>As we interpret these requirements, giving statements do not qualify for marketing mail postage rates for these reasons:</p> <ul> <li>Giving statements can be viewed as statements of account;</li> <li>They contain personal information that is not the same in the overall mailing;</li> <li>They do not contain explicit advertising or an explicit appeal for additional donations.</li> </ul> <p>However, actual practice can vary from post office to post office. If your local postmaster has allowed you to send giving statements using marketing mail discount rates, you can use the process spelled out below to use Suran's discount mail sortation service and prepare your giving statements correctly for marketing mail.</p> <h2>NCOA and CASS Processing</h2> <p>Start by having the address information in your CDM+ or DonorWorks database processed through the National Change of Address (NCOA) database and then CASS certification. Suran provides these services to users on Premier Support at $45 for NCOA processing and $20 for CASS certification. On the CDM+ Knowledge base, the article <a href="http://kb.cdmplus.com/node/11431">NCOA and CASS Certification processing</a> describes the process for sending your data and importing the results.</p> <h2>Export and Send Address Information</h2> <p>To <a href="http://kb.cdmplus.com/node/4315">request a discount mail sort from Suran</a>, you will need to export address information for the giving units that will be receiving statements. Please follow the discount mail instructions, and send a comma-separated text file that contains:</p> <ul> <li>full name for the label,</li> <li>address lines 1, 2, and 3,</li> <li>city, state, and ZIP code.</li> </ul> <p>When you send the request with your data, you can indicate the Avery number for the labels that you will use for the mailing. The returned PDF will be formatted to fit that label sheet. You can also request a file that will let you print the address directly to a #10 envelope.</p> <p>When creating the export to send, the search criteria must match the criteria that you will use when you print your giving statements. Doing these two things at the same time will help ensure that the addresses you export match the statements that you print. Some items to consider include:</p> <ul> <li>Date range of contributions,</li> <li>Active versus inactive giving units,</li> <li>Giving units that receive email statements.</li> </ul> <p>Within two business days you will receive a set of PDF documents containing the labels for your mailing, the tray labels, form 360 for the Postal Service, and a qualification report that will help you sort the pieces into the proper trays.</p> <h2>Printing Giving Statements</h2> <p>Print the giving statements separately for Giving Unit addresses that did not certify as deliverable through CASS processing. These statements must be mailed with first class postage.</p> <p><img alt="Search criteria for addresses that are not certified deliverable" data-entity-type="" data-entity-uuid="" height="101" src="https://images.suran.com/cdmplus.com/blog/2017/12/Certified%20No.png" width="462" /></p> <p>For Giving Unit addresses that are CASS certified, print the giving statements in ZIP code order.</p> <p><img alt="ZIP code sort sequence" data-entity-type="" data-entity-uuid="" height="119" src="https://images.suran.com/cdmplus.com/blog/2017/12/Print%20ZIP%20code%20order.png" width="207" /></p> <h2>(Optional) Place Labels on Statements</h2> <p>If you want your mailing to qualify for automation rates, you'll need to place the labels we sent you over top the addresses on the printed statements. This step is necessary to include the barcode we return on each piece.</p> <p>If you do not need to qualify for automation rates, you can skip this step and use the addresses as printed from CDM+ or DonorWorks.</p> <h2>Match Pieces and Sort into Trays</h2> <p>The USPS Qualification Report returned with your labels contains the information you need to get the mail pieces into the proper tray. Consider this example where the user has 327 pieces to be mailed.</p> <p><img alt="USPS Qualification Report" data-entity-type="" data-entity-uuid="" src="https://images.suran.com/cdmplus.com/blog/2017/12/USPS%20Qualification%20Report.png" /></p> <p>The mailing in this example will use three trays: a 5-digit tray, a tray for AADC 150, and a mixed AADC tray. The address labels returned from the discount mail sort will be in the same sequence as the qualification report. That is, all labels for ZIP code 16214 will be first, followed by labels for ZIP code 16232, and so on. The printed giving statements are in ZIP code sequence, and so statements for the same 5-digit ZIP code are printed together. The two do not match up in the same order, but because both are based on ZIP code, they are compatible.</p> <p>Start at the top of the qualification report. ZIP code 16214 goes in the first tray. Giving statements for that ZIP code and the labels for that ZIP code will all be together. Pull the giving statements for that ZIP code, match them up with the labels or envelopes, and put them in the tray.</p> <p>Do the same thing for the other ZIP codes in the 5-digit tray: 16232, 16242, 16255. Tray 1 is now ready to go. In the example, there should be 154 pieces in this tray.</p> <p>Now we move on to the second tray, AADC 150. The first items to go in this tray are ZIP codes beginning with 150. Again, because the giving statements are in ZIP code order, these giving statements are together, as are the labels. Match the giving statements to the labels and put them in the tray.</p> <p>Do the same thing for 151xx, 152xx, and the remaining 3-digit codes that go in this tray. Tray 2, when complete in this example, should contain 111 pieces.</p> <p>Finally, match the statements and envelopes for the remaining pieces that go in the mixed AADC tray 3. This example should have 62 pieces in that tray.</p> <p>The sequence of the pieces in each tray does not matter, but it is important that each tray contains the correct pieces.</p> <h2>Alternatives</h2> <p>One option, and possibly a better one for communication with existing donors, is to mail the giving statements using first class postage. If you have at least 500 pieces, you can send them using a first-class pre-sort to save on postage. You will need to follow the same steps as above to send your list to be first class presorted. Please indicate first class presort in your instructions when you send the list.</p> <p>However, if you want to save some of the cost of first-class postage, CDM+ and DonorWorks make it easy for you to <a href="http://kb.cdmplus.com/node/11527">send statements to your donors by email</a>.</p> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-above clearfix"> <h3 class="field__label">Tags</h3> <ul class="links field__items"> <li><a href="/taxonomy/term/124" hreflang="en">discount mail</a></li> <li><a href="/taxonomy/term/125" hreflang="en">contributions</a></li> </ul> </div> Wed, 27 Dec 2017 04:23:00 +0000 Dean Phelps 12251 at http://kb.cdmplus.com