Donor Proposal Software Comparison Matrix

This document is a technical report that presents a comparison matrix of various donor proposal software products offered by Crescendo. The matrix categorizes the software into three service levels: CresPro, CresEstate, and CresLite. Each service level is associated with a range of planned gift programs, blended gift programs, and major gift programs. The report outlines specific features available within each software version, including options such as annuity trusts, gift annuities, pooled income funds, and various types of unitrusts. Additionally, it lists miscellaneous features such as calculators for estate tax, income tax rates, and present value calculations. The document aims to provide potential users with a clear understanding of the functionalities and offerings of each software level to assist in selecting the appropriate tool for donor proposal management.