Charitable Trust Administrators, Inc.

The mission of Charitable Trust Administrators, Inc. is to provide state-of-the-art administrative services for the establishment and ongoing operation of charitable trusts. These services are performed for individuals, non-profit organizations, foundations, and professionals in legal, accounting, insurance and investment management firms.

Charitable Trust Administrators, Inc. Features

    posted on 15 Dec 2011 | Article
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    Both commerical and high-end residentail realtors can be an excellent source of leads for planned gifts.  Why, you may ask?  In this article, Chuck McLucas of Charitable Trust...
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    Elevator Pitches for Various Planned Giving Mediums
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About Us

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.

Experienced Accounting/Financial Professionals

Chuck McLucas, CPA/PFS, is a leader in the Planned Giving and Non-Profit field and heads the CTAI Team:

Mr. McLucas has been providing charitable trust administration and tax services to clients since 1970. He has written numerous articles on charitable trusts for The Personal Financial Planning Magazine and has spoken on related topics at several national CPA and Planned Giving conferences.

Staff

Copyright 2012 Charitable Trust Administrators, Inc.

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audience: | last updated: 30 April 2012
Group posted in by Charles McLucas on 10 October 2011
7520 Rates: May 1.6% April 1.4% March 1.4%

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Group details

Contact

Charitable Trust Administrators, Inc.
http://www.charitabletrustonline.com
Charitable Trust Administrators, Inc.
17501 E. 17th Street Suite 100
Tustin, CA 92780
United States
Phone: (714) 508-9100
Fax: (714) 508-9102
See map: Google Maps

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