How CTAI Can Assist You - Organizations

Establishing a Planned Giving Department

CTAI provides the following services to assist your organization in establishing and maintaining a planned giving department:

Staff Education

• Literature, articles and seminars to provide a basic understanding of living trusts, charitable trusts, and other gift planning vehicles
• Quarterly newsletters highlighting planned giving topics
• Information on changes in tax law in the area of charitable giving

Donor Education

• Guidance in creating customized brochures on charitable giving• Information to assist your organization in creating newsletters for donors
• Guest speakers at donor seminars

Distinctive CTAI Services

Easy-to-Read and Understand

• Donors will be able to read and understand their trusts.
• We can provide custom report covers for the organization.
• Donor relations will be improved with great timely reports.
• 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.
• The legal or financial professional will serve their clients well by providing independent and professional service.

Timely Tax Filings

• Donor’s will receive their tax information (K-1) on a timely basis and will not be held up in their annual tax filings.
• We provide complete back-office support providing the organization to grow and expand with additional space or cost.
• No specialized tax knowledge is needed by your staff.