Planned Giving Vehicles

CTAC provides administration for all planned giving vehicles.  Our services include: compliance management, four tier accounting, reporting, registration, tax return preparation, distribution processing, account unitization, tax deduction calculations, ongoing client communications, and gift review services. 

Charitable Gift Annuities

Charitable Trusts

Donor Advised Funds

Endowment Funds

Pooled Income Funds

Private Foundations & Supporting Organizations