Our Members

Pooled Trust Members

State

Achieva Family Trust

Web: www.achievafamilytrust.org
Email: familytrust@achieva.info
Phone: 412-995-5000 ext 565
Minimum initial deposit: $500
States served: Pennsylvania
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts, Benefits Counseling

AGEDTrust

Web: www.TrustAGED.org
Email: info@trustaged.org
Phone: 407-682-4111
Minimum initial deposit: None
States served: Florida
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts

AHRC NYC Foundation Community Trusts

Web: www.ahrcnycfoundation.org/special-needs-trusts
Email: snt@ahrcnyc.org
Phone: 212-780-2690
Minimum initial deposit: $10,000
States served: New York
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts

Anchor For Special Needs, Inc

Web: www.anchorfsn.org
Email: info@anchorfsn.org
Phone: 844-526-2467
Minimum initial deposit: None
States served: National, excluding Connecticut and New York
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts, Case Management/Care Management, Financial Literacy Education

Arcare

Web: www.arcare.org
Email: info@arcare.org
Phone: 913-766-6639
Minimum initial deposit: None
States served: Iowa, Kansas, Missouri, Nebraska, Oklahoma
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts, Representative Payee, Guardianship

Ardent Community Trust of Pennsylvania ACT

Web: www.actpa.org
Email: scamilleri@actpa.org
Phone: 215-527-5531
Minimum initial deposit: None
States served: Pennsylvania
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts

CFPD-CO Fund for People with Disabilities

Web: www.cfpdtrust.org
Email: info@cfpdtrust.org
Phone: 303-733-2867
Minimum initial deposit: $1,500
States served: Colorado
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts, Case Management/Care Management, Representative Payee

Berkshire County Arc Master Special Needs Pooled Trust

Web: www.bcarc.org
Email: mfrancoeur@bcarc.org
Phone: 413-499-4241 ext 266
Minimum initial deposit: Typically $7,500
States served: Massachusetts
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts

CLC Pooled Trust & Theresa Pooled Trust

Web: clcfoundation.org
Email: denyele@clcfoundation.org
Phone: 914-241-2076
Minimum initial deposit: None
States served: New York
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts

Commonwealth Community Trust

Web: www.trustCCT.org
Email: contact@trustCCT.org
Phone: 804-740-6930
Minimum initial deposit: $8,000
States served: National, excluding Idaho and Connecticut
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Settlement Preservation Pooled Trusts

Community Fund Ohio

Web: www.communityfundohio.org
Email: info@communityfundohio.org
Phone: 216-736-4540
Minimum initial deposit: None
States served: Ohio
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Case Management/Care Management

Corporation of Guardianship

Web: www.corpguard.org
Email: dorian@corpguard.org
Phone: 336-273-5389
Minimum initial deposit: None
States served: North Carolina
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts, Case Management/Care Management, Representative Payee, Guardianship, Power of Attorney

First Maryland Disability Trust

Web: www.firstmdtrust.org
Email: DFike@FirstMDTrust.org
Phone: 410-296-4408
Minimum initial deposit: None
States served: Maryland
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts, Representative Payee, Guardianship, Power of Attorney

Golden State Pooled Trust

Web: www.gspt.org
Email: Info@gspt.org
Phone: 877-336-3096
Minimum initial deposit: None
States served: California
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts

Hope Network Pooled Trust

Web: www.wispact.org
Email: HopeTrust@mielderlaw.com
Phone: 616 336-5098
Minimum initial deposit: $1,000
States served: Michigan
Services provided: First Party Pooled Trusts

JLA Trust

Web: www.jlatrust.org
Email: mwolf@jlatrust.org
Phone: 310-773-9728 ext 2
Minimum initial deposit: $20,000
States served: California
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts

Kentucky Guardianship Association, Inc. Public Special Needs Trust Fund - and - Kentucky Guardianship Association, Inc. Special Needs Pooled Trust Fund on behalf of the Kentucky Cabinet for Health and Family Services

Web: www.kyguardianship.org
Email: msmith@elderlawlawyers.com
Phone: 859-543-0061
Minimum initial deposit: $500
States served: Kentucky
Services provided: First Party Pooled Trusts, Education and Networking

Life Plan of Kentucky, Inc.

Web: www.lifeplanofky.org
Email: info@lifeplanofky.org
Phone: 859-523-2323
Minimum initial deposit: $1,000
States served: Kentucky
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts

Life's Plan Inc.

Web: www.lifesplaninc.org
Email: scottn@raygraham.org
Phone: 630-628-7189
Minimum initial deposit: $10,000
States served: Illinois, Indiana, Michigan, Wisconsin
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts

Lutheran Social Service

Web: www.lssmn.org
Email: lsspooledtrust@lssmn.org
Phone: 888-806-6844
Minimum initial deposit: $10,000
States served: Minnesota, North Dakota
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts, Representative Payee, Guardianship

Master Trust of California

Web: www.mastertrustofcalifornia.com
Email: ircmastertrust@inlandrc.org
Phone: 909-890-3430
Minimum initial deposit: $100,000
States served: California
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Case Management/Care Management

Nationwide CPT Institute

Web: www.cptinstitute.org
Email: kate@cptcharity.org
Minimum initial deposit: None
States served: National, excluding Connecticut and New Mexico
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts

New Leaf National Trust

Web: www.newleafsnt.org
Email: info@newleafsnt.org
Phone: 866-645-1202
Minimum initial deposit: None
States served: National, excluding North Dakota
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts, Minors Pooled Trust

NYSARC Trust Services

Web: www.nysarctrustservices.org
Email: trustdept@nysarc.org
Phone: (518) 439-8323
Minimum initial deposit: None
States served: New York
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts

Oregon Special Needs Trust

Web: www.oregonsnt.org
Email: info@oregonsnt.org
Phone: 503-581-2726
Minimum initial deposit: None
States served: Oregon
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts

PLAN of CT

Web: www.planofct.org
Email: info@planofct.org
Phone: 860-523-4951
Minimum initial deposit: $75
States served: Connecticut
Services provided: First Party Pooled Trusts, Individual Trusts, Case Management/Care Management, Power of Attorney

Planned Lifetime Assistance Network of MA & RI, Inc.

Web: www.planofma-ri.org
Email: joan@planofma-ri.org
Phone: 617-244-5552
Minimum initial deposit: no minimums (recommend $10k or greater)
States served: Massachusetts, Rhode Island
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts, Case Management/Care Management

Planned Lifetime Assistance Network of NJ (PLAN|NJ)

Web: www.plannj.org
Email: ellen.nalven@plannj.org
Phone: 908-575-8300
Minimum initial deposit: $25,000
States served: New Jersey
Services provided: Pooled and Stand Alone Trust Administration; Representative Payee; Guardianship; Life Planning; Case Management and Advocacy

Secured Futures

Web: www.securedfutures.org
Email: kshollenberger@securedalliance.org
Phone: 623-473-6044
Minimum initial deposit: None
States served: National
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts

South Florida Pooled Trust

Web: www.arcsofla.org
Email: tonjap@arcsofla.org
Phone: 305-759-8500
Minimum initial deposit: None
States served: Florida
Services provided: First Party Pooled Trusts, Individual Trusts, Case Management/Care Management, Representative Payee, Guardianship, Childrens services

Special Needs Trust Foundation

Web: www.sntf-sd.org
Email: admin@sntf-sd.org
Phone: 619-790-4810
Minimum initial deposit: $5,000
States served: California
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts

Springhill Pooled Accounts Trust

Web: www.springhillpooledtrust.org
Email: kcecil@chninc.net
Phone: 248-269-1319
Minimum initial deposit: $1,000
States served: Michigan
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts

The Arc of Bristol County Pooled Trust

Web: www.arcnbc.org
Email: trusts@arcnbc.org
Phone: 508-226-1445
Minimum initial deposit: $2,500
States served: Massachusetts
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts, Representative Payee, Guardianship

The Arc of Indiana Master Trust

Web: www.thearctrust.org
Email: mjustice@arcind.org
Phone: 317-977-2375
Minimum initial deposit: None
States served: Indiana
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts

The Arc of Texas Master Pooled Trust

Web: www.thearcoftexas.org/trust
Email: trust@thearcoftexas.org
Phone: 512-454-6694
Minimum initial deposit: None
States served: Texas
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts

The Disability Foundation

Web: www.wispact.org
Email: gdarling@daytonfoundation.org
Phone: 937-225-9939
Minimum initial deposit: $1,000 to cover set up fee
States served: Ohio
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts

Theresa Foundation

Web: www.theresapooledtrust.org
Email: TPT@theresafoundation.org
Phone: 877-391-0390
Minimum initial deposit: None
States served: New York
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Surplus Income/Medicaid Trust

Wesley Vinner Memorial Trust

Web: www.shared-horizons.org
Email: info@shared-horizons.org
Phone: 202-448-1460
Minimum initial deposit: None
States served: Maryland, Virginia, District of Columbia
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts

Western New York Coalition Pooled Trusts

Web: www.wnypooledtrust.org
Email: info@wnypooledtrust.org
Phone: 866-362-5081
Minimum initial deposit: None
States served: New York
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts

Wisconsin Pooled and Community Trusts

Web: www.wispact.org
Email: info@wispact.org
Phone: 608-268-6006
Minimum initial deposit: $750
States served: Wisconsin
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts

WV PACE Trust Fund

Web: www.wvpacetrustfund.com
Email: info@wvpacetrustfund.com
Phone: 304-983-7223
Minimum initial deposit: $10,000
States served: West Virginia
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts

Wyoming Guardianship Pooled Trust

Web: www.wyoguardianship.org
Email: amber@wyoguardianship.org
Phone: 307-635-8422
Minimum initial deposit: $2,000
States served: Wyoming
Services provided: First Party Pooled Trusts, Third Party Pooled Trusts, Individual Trusts, Case Management/Care Management, Representative Payee, Guardianship, Power of Attorney, Conservatorship, VA Fiduciary, Substance Abuse & Mental Health Ombudsman Services