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

A charitable gift annuity (CGA) is a simple agreement between an individual and a non-profit organization.  In exchange for a gift of assets …. Learn more

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 …. Learn More

Donor Advised Funds

A donor advised fund (DAF) allows an individual, family, or corporation to make a gift of assets to a charity where they can recommend where grant …. Learn more

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 …. Learn more

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 …. Learn More

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 …. Learn more