Offering constructive, expert administration services to assist you and your donors in managing your philanthropic endeavors.

Established in 1995, Charitable Trust Administration Company (CTAC) has provided administration for planned giving vehicles for over 25 years.  With a dedicated staff that has over 100 years of planned giving experience, we believe our clients of charitable organizations, professional service providers, and philanthropically motivated individuals come first and are dedicated to exceeding their needs.

We have brought an innovative approach to charitable administration services and remain extremely instrumental during the process by creating a safe and successful infrastructure.  Our goal is to exceed the expectations of every client by offering outstanding customer service, increased flexibility, and greater value, thus optimizing functionality and improving efficiencies.  We offer a turnkey administration solution.

Charitable Trusts

By developing a Charitable Trust you will be able to give generously to charity and receive a substantial tax savings for income, estate, and capital gains tax.

Private Foundations & Supporting Organizations

A private foundation (PF) is generally founded by an individual, a family, or a group of individuals that has trustees and/or directors that are responsible for managing their funds and program.

Donor Advised Funds

Donor advised fund (DAF) allows an individual, family, or corporation to make a gift of assets to a charity where they can recommend grant distributions for qualified charities.

Endowment Funds

An endowment fund creates revenue to be used for a specific purpose. The principal amount of the fund is not disbursed but invested in to create a steady return

Pooled Income Funds

A pooled income fund (PIF) gives an individual the opportunity to receive lifetime income for up to two beneficiaries, allows the individual to support multiple charities.

Charitable Gift Annuities

A charitable gift annuity (CGA) is a simple agreement between an individual and a non-profit organization. In exchange for a gift of assets (i.e, cash, stock, bonds, real estate, etc.)

In order to meet the individual needs of clients, CTAC maintains a wide range of qualifications.  Each relationship is specifically designed according to legal, program and personal preferences.  Organizations are able to do more with fewer resources to meet growing demands without increasing operating costs.  Our extensive knowledge base interfaces with most financial institutions to expedite the receipt of investment transactions, to increase accuracy and turnaround time needed to complete reports, returns and other donor activity.  We are continually expanding our knowledge and services to assist clients with successfully implementing and servicing ongoing charitable activity.

Whether you are just getting started and establishing a program or already have one in place, we can be of service to you.  It can be difficult to know all of the rules and regulations that you must follow and it isn’t always easy to stay up-to-date, let us help you.  By utilizing CTAC for your planned giving administration needs you will improve the efficiency of your program and have more resources to concentrate on your organization and the success of its mission.