CTAI Benefits

Easy to Read and Understand:

• Donor’s 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 advisors, 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.
• Our staff is “on Call” to answer any tax or related questions regarding charitable trusts.
• Donor’s may refer their friends that are not receiving similar service from their charity.

Fee Structure is Extremely Fair:

• We normally can reduce administrative costs for an organization by 50%.