Oct 2017 AFR: 2.2%
Planned Giving Software

Software Overview

We provide powerful solutions for marketing, closing and administrating gifts. You can choose from a variety of software packages, including the popular Crescendo Pro Plus Presents product suite.

Your annual service contract includes regular tax updates, the GiftLaw Pro charitable tax reference and attorney phone support five days a week.

Donor Proposal Software
Crescendo Pro Screen Shot

Comprehensive Gift Plans (Crescendo Pro)

Crescendo Pro delivers everything you need to illustrate and close gifts. From persuasive donor-friendly proposals to detailed technical explanations, trust documents and the GiftLaw Pro charitable tax reference, Crescendo Pro is the most comprehensive planned gifts marketing package available.

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Crescendo Estate Screen Shot

Charitable Tax Proposal (Crescendo Estate)

The Crescendo Estate software includes the most common charitable tax plans used by professional advisors (attorneys, CPAs, financial planners and underwriters). Crescendo Estate includes client illustrations, gift calculations, technical explanations and the GiftLaw Pro tax reference.

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CresLite Screen Shot

Basic Gift Plans (CresLite & Crescendo Lite)

Use CresLite to create basic gift proposals. This streamlined software package is designed for field staff and organizations new to planned giving. Create donor proposals for the most basic planned gifts along with technical explanations, gift documents and more.

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Compare Donor Proposal Software
Additional Software
Pro Plus Presents Screen Shot

Crescendo Pro Plus Presents Suite

Crescendo's Pro Plus Presents product suite is our most popular software solution, all in one package. Get our donor-friendly proposals, gift agreements, PowerPoint presentations, personal illustrations and more. The entire software package is available at no additional cost when you purchase the GiftLegacy Pro marketing system.

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Crescendo Admin Screen Shot

Gift Annuity Administration (Crescendo Admin)

Crescendo Admin's powerful tracking system simplifies in-house gift annuity administration and interfaces with Crescendo Pro and CresLite for easy data entry. Its tracking system produces checks to annuitants, year-end 1099Rs, detailed reports and much more.

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Would you like to learn more about our services?
Please contact us for a free demonstration