CDM+ Essentials

CDM+ Essentials is a fundraising and donor management software designed for non-profit organizations. According to the vendor, it is specifically tailored to meet the needs of non-profits, religious organizations, educational institutions, healthcare organizations, and community service organizations. With its features and user-friendly interface, CDM+ Essentials aims to streamline fundraising processes and maximize impact.

Key Features

Online and Text Giving: According to the vendor, CDM+ Essentials allows users to accept online and text donations with direct deposit to their bank account. Users can easily set up one-time or recurring donations with optional Fee Assist. Donation forms can be customized to meet specific needs, and CDM+ automatically sends customized thank you email receipts with every donation.

Event Registration: CDM+ Essentials provides a convenient event registration module for both live and virtual events. Donors can easily register and make payments for events online. The module supports accepting partial and full payments. Users can share direct links or QR codes to simplify the registration process.

Custom Reports: According to the vendor, CDM+ Essentials offers the ability to create custom reports based on donor and donation data. Users can generate reports to gain insights into donor trends, campaign performance, and more. The reporting feature aims to help organizations make data-driven decisions and track their fundraising progress. Reports can be customized to include specific data fields and filters.

CRM Database: CDM+ Essentials allows users to build their CRM database using donor and donation data. Users can store and manage donor information, including contact details, giving history, and more. The CRM database aims to help organizations track donor relationships and engagement. It provides a centralized platform for storing and accessing donor information.

Integrated Bookkeeping: According to the vendor, CDM+ Essentials with Accounting offers integrated bookkeeping and payroll functionalities. Donations and event payments are automatically posted to the ledger with a single click. The software supports integrated tax form reporting, aiming to simplify the tax filing process. Users can track income and fees by fund, making financial management more efficient.

Online Donations and Text-To-Give: CDM+ Essentials enables organizations to accept online donations and text gifts with direct deposit. According to the vendor, there are no extra platform fees for online donations. Interactive text-to-give is included at no additional cost. Users can easily create QR codes to facilitate donations.

Unlimited Donor Forms: According to the vendor, CDM+ Essentials allows users to create an unlimited number of custom online donation forms. Forms can be tailored to specific situations and fundraising campaigns. Users have the flexibility to collect the necessary information from donors. The feature enables organizations to adapt to different fundraising needs.

Email and Tax Receipts: CDM+ Essentials automatically sends customized thank you email receipts for every donation. According to the vendor, users can stay up-to-date with year-end IRS compliant tax receipts. The software aims to simplify the process of generating and sending tax receipts to donors. Email receipts can be customized to reflect the organization's branding and messaging.

Donor Segmentation: CDM+ Essentials offers donor segmentation capabilities. According to the vendor, users can categorize donors based on various criteria, such as giving history, engagement level, or demographics. Donor segmentation aims to help organizations tailor their communication and fundraising strategies. It allows for targeted outreach and personalized engagement with donors.

Data Mining: According to the vendor, CDM+ Essentials provides data mining tools to analyze donor and fundraising data. Users can uncover insights and trends within their donor database. The software supports advanced querying and filtering options for data analysis. Data mining aims to help organizations identify patterns and make informed decisions.