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Andrew Russo

President & CEO

CTAC

Cleveland, Ohio


Contact Information

Email
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Company Information

Company
CTAC
Industry
nonprofit organization management
Employees
21.0
Seniority
C suite
Annual Revenue
15746000.0

Technologies

Outlook Microsoft Office 365 Google Cloud Hosting Nginx Google Font API Gravity Forms Mobile Friendly WordPress.org TikTok

Keywords

gift review services unitized subaccounting capabilities tax return preparation account unitization unitized amp subaccounting capabilities reporting registration compliance management tax deduction calculations reporting amp registration four tier accounting distribution processing non-profit organizations charitable trusts charitable gift annuities donor advised funds endowment funds pooled income funds private foundations philanthropic services planned giving administration non-profit organization support tax savings grant distribution financial reporting asset management trust administration marketing support lifetime income philanthropic planning customized management services irs compliance fund performance monitoring client communication charitable contributions financial transactions fund establishment donor participation beneficiary distributions projected returns trust investment performance tax compliance asset valuations financial evaluations real estate gifts property donations contribution processing service excellence transparent administration expertise in philanthropy donor engagement fund management software turnkey solutions publication of reports tax planning capital gains tax savings wealth management charitable program design foundation management nonprofit organization management investment management financial services

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