To move into a new year with CDM+ Contributions, performing some or all of these tasks will be helpful in processing and reporting contributions.
Tips, techniques, and training for how to close a year
CDM+ and DonorWorks no longer provide the Discount Mail sort option. If your post office allows you to send giving statements using a marketing mail discount, you can use a free service from Suran Systems to get address labels and tray labels for your mailing. You will then use this process to match the giving statements with the labels.