How to Enter a Cash, Check, or In-Kind Donation
From the Welcome to CDM+ window click Donation Records.
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2. On the sidebar, click Add or Multi-Add if you want to be able to add more than one donation at a time.
3. Under Donations, enter the desired information
Deposit Date: The date the contribution was deposited
Donation Date: the date the donation was given
Donor: who the donor is
Fund: what the donor is giving to
Payment: the Payment Type.
Amount: the Amount of the Donation
Under Donor, begin typing the last name of the donor and then click on Tab on your keyboard to see a list of potential matches.
You can also click the List button and select the Giving Unit from the popup window that will appear.
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4. Under Payment, select Type from the drop-down box.
5. Under Total, enter the total amount the donor’s donation.
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6. Under Fund, fill in the desired information
Fund: Select a giving fund from the dropdown
Amount: The total donation for that fund.
* checkbox: Check if contribution is not tax deductible
Note: Add any notes about the donation if needed
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7. Under Memo, add check memo, or other notes, if applicable.
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8. On the sidebar, click Save. If you clicked on Multi-Add you’ll automatically be able to go and enter in the next record. When complete simply click on Finish.