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It’s rarely a simple task to acquire wealth. For donors to charitable organizations,
making a gift of wealth in a structured manner can also present significant
challenges.
At Charitable Trust Administrators, Inc., we help individuals and not-for-profit
organizations navigate and master the intricacies of planned giving:
- CTAI works with not-for-profit organizations that wish to responsibly
structure focused yet flexible programs and options for their benefactors.
- Working with individuals and families, we structure lasting legacies that
will benefit causes and projects that make a difference.
CTAI offers a full spectrum of services, including consultations, the creation
of planned giving instruments, and plan and program administration. Advising
clients on their charitable giving needs is our core expertise.
In working with us, you or your organization can benefit from:
CTAI’s breadth of knowledge of the complex legal, administrative
and tax issues involved in setting up and administering Charitable
Remainder Trusts (CRTs) and other planned giving instruments.
Our fiscal reliability, provided by top-flight specialists.
Comprehensive trust reports and communications that are detailed and
timely.
Highly responsive client services, including consulting, customized
written proposals, and tax return and report preparation.
Ongoing and timely education services, including presentations, brochures,
newsletters and up-to-date information on planned giving topics for both donors
and non-profit staff members.
CTAI’s broad capabilities in charitable planning provide flexible solutions
for the planned giving needs of both individuals
and families as well as endowments,
foundations or other non-profit organizations.
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