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 january.suran.com 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: https://bit.ly/3XmYqtw
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.
