CresPro
CresPro: Broad planned-gift illustration coverage, but no gift administration. Ranked #9 of 20 in Planned Giving Software by our editors (6.6/10); pricing: Paid; best for advisors creating planned-gift proposals and illustrations.
At a glance
- Editor score6.6 / 10
- PricingPaid
- Best forAdvisors creating planned-gift proposals and illustrations
- Free planNo
- Bequest documentationYes
- Founded1984 · Camarillo, California, United States
- Facts checked28 Sep 2026
Where it wins
- Supports bequests, annuities, trusts, IRAs, donor-advised funds and blended gifts
- Generates donor proposals, technical explanations, trust and annuity documents
- Includes calculators, 20-plus print formats, tutorials and tax reference materials
Where it doesn't
- Does not include gift administration
- Single-user annual license may limit shared team access
- No AI features or 24/7 support
Our verdict on CresPro
CresPro is cloud-based donor illustration and proposal software from Crescendo Interactive for nonprofits and professional advisors. It creates personalized donor-facing proposals alongside technical explanations for advisors, trust and annuity documents, and blended-gift presentations. Its audience includes teams developing planned-giving and major-gift proposals across web, Windows, macOS and iOS environments. The software runs in common browsers on PCs, Macs and iPads, giving organizations several ways to access proposal work.
Breadth is CresPro’s defining strength. It supports bequests, charitable gift annuities, charitable remainder and lead trusts, unitrusts, pooled income funds, life estates, IRA gifts, donor-advised funds, bargain sales and blended gifts. Advisors can use life-expectancy, annuity, tax and present-value calculators, while the gift annuity marketer supports bulk proposals. Custom print options include more than 20 formats, and GiftLaw Pro provides charitable tax reference material. This combination suits advisors who need varied illustrations and supporting documents rather than a narrow calculator.
The annual service includes legal support plus regular tax and software updates, with a single-user annual software license. Help is available through phone support, documentation, a help directory and video tutorials; 24/7 support is not included. CresPro focuses on proposal creation and illustration, so organizations seeking gift administration should choose a product built for that operational work instead. Advisors and fundraising teams that need donor-ready materials across many planned-gift structures are the clearest fit, while teams prioritizing shared multi-user workflows or administrative processing may need another option.
CresPro pricing
All 1 CresPro plans and prices →
CresPro fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Gift types supported | Bequests; charitable gift annuities; charitable remainder and lead trusts; unitrusts; pooled income funds; life estates; IRA gifts; donor-advised funds; bargain sales; blended gifts |
| Bequest documentation | Yes |
| Gift calculators | Yes |
| Gift administration | No |
| CRM integrations | Not verified |
| Deployment | Cloud |
| Platforms | Web, Windows, macOS, iOS |
| Support | Phone, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | Paid (source) |
| Website | crescendointeractive.com |
| Facts checked | 28 Sep 2026 |
Alternatives to CresPro
- FreeWillFree online estate-document creation for individuals, with a California-only living trust.9.0
- Trust & WillGuided, state-specific estate planning with optional attorney support.8.2
- Foundation Source Planned GivingA broad planned-gift administration offering for organizations managing complex programs.7.7
See all CresPro alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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