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:

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	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 - Gift/DAF and Sale	X	X	X

	CresPro	CresEstate	CresLite
Blended Gift Programs
Gift/DAF and Bequest	X
Endowed Gift and Bequest	X
IRA Gifts and Bequest	X
IRA Gifts and Testamentary Unitrust	X
Gift/DAF and Gift Annuity	X
Gift/DAF and Deferred Gift Annuity	X
Gift Annuity and Bequest	X
Gift of CGA Interest and Bequest	X
Gift/DAF 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/DAF	X	X	X
Gift of Appreciated Asset/DAF	X
Gift/DAF and Sale	X
IRA Rollover Gift	X	X	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.