Charles J. McLucas, Jr., CPA/PFS
Founder and President
Charitable Trust Administrators, Inc.
Charles J. McLucas, Jr., CPA/PFS, is the founder and President of Charitable Trust Administrators, Inc., (CTAI). Mr. McLucas graduated from California State University, Fullerton. After employment with the Internal Revenue Service as a Revenue Agent, he entered the Public Accounting field with an office in Orange County, California.
In 1980 Mr. McLucas moved to Northern California where he established a fee-only CPA, financial planning practice and began offering charitable trust administration services through his firm. In 1995 he established CTAI 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. In 2000 he sold his CPA practice in Redding and returned to Southern California to focus on his charitable trust administration work and estate planning for high net worth individuals.
In 1987, after several years as a CPA who specialized in financial planning, Mr. McLucas received one of the earliest designations as a Personal Financial Specialist by AICPA. This PFS designation was received after completing the education, testing and other requirements necessary for this specialization within the accounting profession.
Mr. McLucas is the Director of Trust Administration for several organizations and as such he is responsible for overseeing all the back office trust administration accounting for the organization and their donors.
He has served on the Board of Directors for Crown Financial Ministries-Western US, Law Enforcement Chaplain of Shasta County, CareNet Pregnancy Center of Tri-Counties, as well as several other nonprofit organizations in both Northern and Southern California.
Mr. McLucas is also a member of AICPA, California Society of CPAs, and International Association for Financial Planners. He is a member of the Association of Professional Fundraisers, the Orange Coast, Palm Desert and San Diego Estate Planning Councils, as well as the Planned Giving Roundtables of Orange County, Inland Empire, San Diego, Southern and Northern California. He is on the Professional Advisory Committee for the Vanguard Point Loma Nazarene, Pepperdine Universities Children (Choc), Saddleback Memorial Hospitals. He was the past president and is a Charter Member of the Orange County Community of the national organization Kingdom Advisors.
Mr. McLucas is 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. He is on the faculty of the Certified Specialist in Planned Giving professional designation program as administered by the American Institute of Philanthropic Studies and Long Beach State University.