Creative Solutions for Major & Planned Gifts

Crescendo Interactive offers an integrated marketing system that helps you reach your fundraising goals, builds donor relationships, and closes major and planned gifts. We are the industry leader in gift planning marketing for nonprofits.

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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:

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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.

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