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 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.
