Chuck is the founder and President of Charitable Trust Administrators, Inc., (CTAI), established in 1995 to provide third-party administrative services for donors who desire to be their own trustees and to provide full back office support for nonprofit organizations that do not have fully staffed planned giving departments. Chuck has recently joined with other professionals in forming a division of CTAI called Gift Planning Services (GPS) to assist nonprofits in their planned giving efforts.
Chuck is a member of STEP, AIP, NANOE, NACGP, AICPA, and California Society of CPA’s. He is also on the Professional Advisory Committee for several local charities.
He is also a frequent lecturer and has published several articles on the use of charitable remainder unitrusts in the JOURNAL OF PERSONAL FINANCIAL PLANNING and other periodicals.