Charitable Trust Services 

Whether it’s investing in causes that are close to you personally or supporting faith-based initiatives, philanthropy is often a primary component to legacy planning, with charitable trusts being a popular option to support a variety of philanthropic causes and organizations.

CTS charitable trustee services provide comprehensive trust management, offering clients an opportunity to ensure the causes they are most passionate about are included in their financial strategy and ultimate legacy in a way that is meaningful while still being tax efficient.

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Trust Administration &
Asset Management

CTS acts as a fiduciary, providing active asset management to oversee both liquid and illiquid assets in order to support the donor and charitable organization’s long-term goals.

Trust Reporting &
Accounting

As trustee, CTS maintains the necessary records and accounting systems needed for distribution, taxes and other financial reporting purposes.