Aug 2017 AFR: 2.4%
Software

Donor Proposal Software Comparison

  Crescendo Pro Crescendo Estate Crescendo Lite & CresLite
Gift Models      
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  
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
  Crescendo Pro Crescendo Estate Crescendo Lite & 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 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    
  Crescendo Pro Crescendo Estate Crescendo Lite & CresLite
Deduction Worksheets      
Annuity Trust - 1 or 2 Lives X    
Annuity Trust - 3 to 6 Lives X    
Annuity Trust - Term of Years, QPRT, GRAT X X X
Gift Annuity - 1 or 2 Lives X    
Gift Annuity for Home - 1 or 2 Lives X    
Gift Annuity - Deferred Payment X    
Lead Trust - UT/AT Term of Years X X  
Lead Trust UT/AT for 1 or 2 Lives X X  
Life Estate Reserved - 1 or 2 Lives X    
Pooled Income Fund - 1, 2 or 3 Lives X    
Unitrust - 1 or 2 Lives, GUAR, MAX, GRUT X X X
Unitrust 3 to 10 Lives X X  
Unitrust - Term of 1 to 20 Years X    
Unitrust - 1 or 2 Lives Plus Term of Years X    
  Crescendo Pro Crescendo Estate Crescendo Lite & CresLite
Current Gift Plans      
Income Taxes/Charitable Deduction X    
Capital Gain X    
Gift of Appreciated Asset/Gift and Sale X X X
Gift and Redemption X    
Bargain Sale X    
  Crescendo Pro Crescendo Estate Crescendo Lite & CresLite
estate planning      
Married Couple Estate Plan X X  
Surviving Spouse Estate Plan X X  
Single Person Estate Plan X X  
Estate Tax Calculation X X  
  Crescendo Pro Crescendo Estate Crescendo Lite & CresLite
Crescendo Presents      
Annuity Trust - One or Two Lives X X X
Gift Annuity - One or Two Lives X X X
Gift Appreciated Asset X X X
Deferred Gift Annuity - One or Two Lives X X X
Retirement Unitrust X X X
Unitrust and Insurance Trust X X X
Unitrust - One or Two Lives X X X
Unitrust and Sale X X X
  Crescendo Pro Crescendo Estate Crescendo Lite & CresLite
Miscellaneous      
Gift Analyzer X    
Annuity Rates - One or Two Lives X X X
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

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