Software

Donor Proposal Software Comparison

Our cloud software offers a variety of gift proposals targeted at specific donors. Crescendo provides three service levels of donor proposal software: CresPro (comprehensive software), CresEstate (mid-level software) and CresLite (basic software). These software products are cloud-based.

The comparison table below shows the gift programs offered by each version of our cloud software:

Download Printable PDF

  CresPro CresEstate CresLite
Planned Gift Programs      
Annuity Trust - One or Two Lives X X X
Annuity Trust - Term of Years X    
Bequest/Bequest of IRA X X  
Education Unitrust X    
Gift Annuity - One or Two Lives X X X
Gift Annuity for Home X    
Gift Annuity - Deferred (Flex Deferred) X   X
Gift Plus Insurance X X  
Gift and Redemption X    
Life Estate Reserved X    
Living Lead Trust X X  
Pooled Income Fund X    
Retirement Unitrust, NIMCRUT, FLIP CRT X X X
Revocable Trust X    
Sale vs. Unitrust X X X
Testamentary Lead Trust X X  
Testamentary Unitrust/Gift Annuity X X  
Unitrust - Term of Years/FLIP X    
Unitrust - Life Plus Term X X  
Unitrust and Insurance Trust X X X
Unitrust - One to Eight Lives X X X
Unitrust and Sale X X X
  CresPro CresEstate CresLite
Blended Gift Programs      
Current Gift and Bequest X    
Endowed Gift and Bequest X    
IRA Gifts and Bequest X    
IRA Gifts and Testamentary Unitrust X    
Current Gift and Gift Annuity X    
Current Gift and Deferred Gift Annuity X    
Gift Annuity and Bequest X    
Gift of CGA Interest and Bequest X    
Current Gift and Unitrust X    
Gift of Unitrust Income Interest and Bequest X    
Lead Trust and Bequest X    
Current Gift and Testamentary Lead Trust X    
  CresPro CresEstate CresLite
Major Gift Programs      
Bargain Sale X    
Cash Gift X    
Gift of Appreciated Asset X    
Gift and Sale X    
IRA Rollover Gift X    
  CresPro CresEstate CresLite
Worksheets Programs      
Unitrust - Life Plus Term X    
Annuity Trust - One or Two Lives X    
Annuity Trust - Three to Six Lives X    
Annuity Trust - Term of Years, QPRT, GRAT X X X
Gift Annuity - One or Two Lives X    
Gift Annuity For Home X    
Gift Annuity - Deferred X    
Lead Trust - Term of Years X X  
Lead Trust - One or Two Lives X X  
Life Estate Reserved X    
Pooled Fund X    
Unitrust - One or Two Lives, GUAR, MAX, GRUT X X X
Unitrust - Three to Ten Lives X X  
Unitrust - Term of Years X    
Present Value - Unitrust X    
Present Value - Gift Annuity X    
  CresPro CresEstate CresLite
Miscellaneous      
Gift Analyzer X X X
Annuity Rates - One or Two Lives X X X
Gift Annuity Marketer X
(part of CresLeader)
Life Expectancy - One or Two Lives X X X
Estate Tax Calculator X X X
Income Tax Rate Calculator X X X
Capital Gains Tax Rate Calculator X X X
IRA Required Minimum Distribution Calculator X X X
Loan Calculator X X X
Present Value Calculator X X X
Bequest Present Value Calculator X X X

For any questions about our software, please contact us.

scriptsknown

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