CTAC has continued to be a growing and profitable organization for over the past 15 years in Cleveland, Ohio.  We pride ourselves on the efficient and effective solutions we provide for our clients. 

We have long-standing relationships with attorneys, asset managers, financial consultants, and the development and planned giving departments of charitable organizations.  Each and every client is treated as an individual and the relationship is customized to fit their needs. 

The reason for our successful relationships is that our clients recognize the benefits of utilizing a third party administrator in order to ensure compliance and guaranteed maximization of benefits, as well as our concierge level of service we provide. 

Ultimately, our goal is to provide our clients with the most professional, comprehensive, full-service products and services.  Our turnkey approach to gift administration coupled with reasonable fees that have never increased make CTAC stand out as a trusted administration provider. 

CTAC Services