About CTAC

CTAC has continued to be a growing and profitable organization for over 15 years in Cleveland, Ohio.  We pride ourselves on the efficient and effective solutions we provide for our clients on a daily basis. 

Administration Needs

Services provided by CTAC primarily focus on planning and administration.  We offer complete administration regardless of the assets utilized to fund the gift.  Unitization and sub-accounting capabilities are also available for complex scenarios.  Our on-going services include: accounting, reporting, compliance guidance, tax form preparation, customized management services, and distribution processing. 

Opportunities

When you are a client of CTAC, your organization has the opportunity to:

  • Expand gift options
  • Reduce costs
  • Maximize tax benefits
  • Ensure the comfort of future support
  • Maintain focus on the charitable mission
  • Receive assistance with complex program and case designs

Client Relationships

We have long-standing and respected relationships with attorneys, asset managers, financial consultants, and the development and planned giving departments of charitable organizations.  We always provide our clients with concierge level service.  We provide our clients with all of the information they need to know to ensure a successful gift program.  Our ability to remain transparent in the process of administration keeps the brand of your organization present at all times.  Reports, distribution checks, and all marketing materials are able to have your logo and custom design.