We are a full-service, third-party Trust Administration Company, with a focus on assisting charities and clients that have a desire to provide a legacy to their favorite charity; while protecting assets by minimizing taxes and maximizing income for family members. CTAI Provides all of the services necessary to secure a planed gift; including 100% of the necessary back-office support.

Our services are fast and cost effective. You may also wish to become a CTAI member; membership provides you with many time-saving tools and information to help you begin planning and organizing your trust in advance of engaging a professional.

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Planned Giving Report

Planned giving allows an individual or family to maximize income from an appreciated asset and donate responsibly and concretely to organizations representing causes that matter to them. The income and estate tax planning tools utilized to carry out this process vary widely, ranging from wills and living trusts to a number of sophisticated instruments.

Charitable Trusts Report

A charitable lead trust reverses the income payment pattern common to life income gifts. Charity takes the "lead" because the trust makes payments to your organization first, then returns the remaining assets to the donor, the donor's family, or others the donor designates. If the trust is set up as a "grantor" lead trust under tax law, the donor will receive an immediate charitable income tax deduction for the present value of the income stream the trust will deliver to your organization in the future.

Bequests Report

Charitable bequests are made through a will, a legal document specifying how an individual's property is to be distributed after death. Some donors use a revocable (or "living") trusts as their estate document instead of a will. A distribution from a revocable trust. Works the same as a bequest under a will to deliver a gift to you, and it produces the same tax consequences for the donor. A bequest can give your organization a specific dollar amount or asset (a specific bequest) or a percentage of the donor's net estate.

How We Help Report

Literature, articles and seminars to provide a basic understanding of living trusts, charitable trusts, and other gift planning vehicles. The donor, his advisers, the development office will all have timely, accurate information to review. The charity using our services will be differentiated in the marketplace by providing timely and professional reports.

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