Chuck McLucas


Hello and welcome to my GladVisor webpage. I look forward to conversations and providing assistance to you, as you pursue your charitable planning goals. Be sure to take a look at my upcoming webinars and join in on the meeting. Or feel free to contact me directly. I look forward to meeting you.

Upcoming Webinars & Seminars

No events upcoming

Resources & Downloads

News and Events

Introducing the CFA Harvest Fund (QCD): Save Taxes on your IRA “Required Minimum Distributions”

Is There a Problem With How We Give?

4 Non-Cash Gifts That Offer Huge Dividends

Six Strategic Steps for Involving Your Family in Giving

The Potential Impact of the Capital Gains Tax Hike

Chuck McLucas


Orange County to San Clemente
CPA, Trust Administrator and Planned Giving

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.