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Expert Consultation and Administration
CTAI's reporting and back office support capabilities are extensive. Our services include:
- Responses to inquiries
- Preparing proposals for all types of trusts
- Computing all required quarterly payments
- Preparing all annual tax returns and related reports
- Conferring with your investment advisor (or our affiliate investment advisory
firm) to determine the appropriate asset allocations necessary to meet your
income requirements from the charitable trust or gift annuity
- Providing comprehensive quarterly and/or annual financial statements for
distribution
Accountability in Trust Reports and Communications
Contemporary donors are demanding greater accountability in the administration
of their trusts and in the investment of their trust assets. Trust performance
is of keen interest to most trust donors, especially when they are the income
beneficiaries. Our accountability includes goals for investment achievement
and reports that are easy to understand and useful for monitoring investment
results.
Sample Report
Ongoing Communications on Tax-Related Issues
CTAI stays abreast of new developments and tax-related issues in the planned
giving arena. We keep you up to date on the news and trends that will impact
your goals and directives.
Consulting Services for Non-Profit Organizations
CTAI can prepare formal written proposals to your charitable organization’s
prospective donors, field technical questions from your staff, function as a
virtual back office for your planned giving needs—or anything in between.
We also provide the following educational services to assist your organization
in establishing and maintaining a planned giving department:
Staff Education
- Literature, articles and seminars to provide a basic understanding of
living trusts, charitable trusts, and other gift planning vehicles
- Quarterly newsletters highlighting planned giving topics
- Information on changes in tax law in the area of charitable giving
Donor Education
- Guidance in creating customized brochures on charitable giving
- Information to assist your organization in creating newsletters for donors
- Guest speakers at donor seminars
For more detailed information on how to establish a planned giving department,
please click here: How
to Establish a Planned Giving Program.
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