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CHARITABLE TRUST 
ADMINISTRATION COMPANY
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Welcome to the CTAC website!

CTAC is a full service, third party administration company that concentrates on assisting charitably-minded clients and their advisors in administering and operating all planned giving vehicles.  

Established in 1995 and a dedicated staff with over 60 combined years of gift planning experience, we believe our clients come first and are dedicated to exceeding their needs.  Our services include:


Every charitable program must follow specific requirements imposed by the legal documents as well as requirements set forth by federal and state guidelines.  As many of these requirements are subject to change, monitoring these potential alterations require constant attention.  On a daily basis our management staff focuses on changes that may affect our clients' current and future positions so that we are able to take a proactive approach in the situation. 

Administration is a large part of the fiduciary responsibilities that trustees, directors, and others undertake when funding a trust, foundation or implementing a charitable program.  CTAC offers complete administration services to design the most efficient solutions for our clients.  

With careful planning CTAC is able to administer a comprehensive design based on institutional and individual needs and desires.  With this combination we assist our clients with:

  • Maximizing tax benefits
  • Preservation of life earnings for heirs
  • Controlled income flow
  • Fulfillment of charitable intent
  • Expanding gift options
  • Ensuring the comfort of future support

  • Maintaining focus on the charitable mission
  • Receiving assistance with complex program and case designs
  • Reducing Costs
  • Obtaining help with financial and tax reporting


Ph 800.562.2045 • Fx 440.239.8600
Plaza South Two
7261 Engle Road, Suite 202
Cleveland, Ohio 44130
info@ctacadmin.com
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