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| Founder Profile
Charles J. McLucas, Jr.
Charles J. McLucas, Jr., CPA is the founder and President of Charitable Trust
Administrators, Inc. Mr. McLucas graduated from California State University, Fullerton
in 1967. After employment with the Internal Revenue Service as a Revenue Agent,
he entered the Public Accounting field with offices in Orange County, California.
In 1980 Mr. McLucas moved to Northern California where he established a fee-only
CPA financial planning practice and began offering charitable trust administration
services through his firm. In 1995 he established CTAI to provide third-party
administrative services for donors who desire to be their own trustees and to
provide full back office support for non-profit organizations that do not have
fully staffed planned giving departments. In 2000 he returned to Southern California
to focus on CTAI’s charitable trust administration services.
Mr. McLucas received one of the earliest designations as a Personal Financial
Specialist by AICPA in 1987 after completing the education, testing and other
requirements for that specialization within the accounting profession. He has
served on the Board of Directors for Destiny World Outreach, Law Enforcement Chaplaincy
of Shasta County, CareNet Pregnancy Center of Tri-Counties, as well as several
other non-profit organizations in both Northern and Southern California.
He is a member of AICPA, California Society of CPAs, and International Association
for Financial Planners. He is a member of the Association of Professional Fundraisers
and the Estate Planning Council of Orange County, as well as the Planned Giving
Roundtables of Orange County, the Inland Empire, San Diego and Sacramento. He
is on the Professional Advisory Committee for the Community Foundation of the
Jewish Federation of Orange County.
Mr. McLucas is a frequent lecturer and has published several articles on the use
of charitable remainder unitrusts in the Journal of Personal Financial Planning
and other periodicals. He is on the faculty of the Certified Specialist in
Planned Giving professional designation program as administered by the American
Institute of Philanthropic Studies.
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