CTAC Employee Directory

Non-profit OrganizationsUnited States11-50 Employees

CTAC has been providing comprehensive solutions to charitable organizations, professional service providers, and philanthropically motivated individuals nationwide since it was founded in 1995.  With approximately $1 billion of assets under administration and a staff with over 100 years of gift planning experience, CTAC has proven itself as a leading administration provider.  

We are a boutique firm that is located in Cleveland, Ohio and we assist organizations nationwide.  On a daily basis we concentrate on administration of charitable gifts.  Our business model has always been to provide an open architecture for our clients and to offer a comprehensive solution for administration.  Coupled with reasonable fees that have never increased, CTAC is a trusted provider in the industry.  

Whether an organization is in the beginning stages of starting a planned giving program or has had a large and successful program for years, CTAC can always be of assistance.  We have helped many of our clients that are just beginning to implement programs by offering guidance and support.  We direct clients on which demographics to target for different charitable vehicles and provide contracts and illustrations for their potential donors.  CTAC is also an expert in charitable planning.  We can be an excellent resource for our clients and their donors when a unique asset or situation presents itself.

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