2021 Update from Amy Dolan Strano, President, Achieva Family Trust 

Achieva Family Trust continues to grow and thrive, always looking at how we can better serve the needs of our trust beneficiaries, their families and the professionals with whom we work. As proof of our strong growth during the pandemic, we have hired our third Region Trust Liaison to serve the Capital Region, joining our other Regional Trust Liaisons in Erie and Philadelphia. We have plans for continued expansion in Eastern PA in early 2022.

The number of new trusts opened each month continues to grow. We recently hit the milestone of $200 million in assets under management - a long way from our first trust of approximately $35,000 in 1998!

Our Education and Outreach team is also busy planning many events, such as our popular Speaker Series. It will kick off on September 23rd with a session about Charting the Life Course!

After several postponements during the pandemic, we are pleased to announce the date for our 1st Annual Future Planning Conference - Focus On the Future. It will be held virtually on November 10, 2021. More details to come shortly!

Our Trust Administrators are busy visiting their trust beneficiaries and assisting them with ways to use their Special Needs Trust to improve their quality of life. As a reminder, our staff are available during normal business hours for phone and email questions, consultations and to facilitate trust disbursement requests. We encourage you to reach out to your assigned Trust Administrator or to us in general at 412.995.5000 ext. 565 or toll free at 1.888.272.7229.

You can also contact us via email at familytrust@achieva.info or visit our website at AchievaFamilyTrust.org. We hope you all stay safe and well during this time.

Protecting futures.
Enhancing lives.

From individuals with disabilities and their families to the professionals who support them, you've found your resource for both expert social service support and trust management.

Who We Are

What We Do

Events Where You Can Learn

Explore Family Stories

 
 

What is a special needs trust?

Learn how our trusts can help you make critical, life-enhancing purchases, like medical care, clothing and transportation.

Explore Our Trusts

Charitable Residual Account

We’ve provided more than $8,000,000 in goods and services through the Charitable Residual Account for people with disabilities in need since we began in 2005.

See How It Works

Families, caregivers, and individuals

Everyone deserves the opportunity to achieve more. Through experienced Trust Administrators and professional investment managers, we are an accessible, one-stop resource for information and education - all to enhance the lives of individuals with disabilities.

Thank you for the stair lift. I’m so happy to be able to use the stairs easily again. It truly means the world to me.

Already have a trust?

Existing trust beneficiaries can access their accounts and important trust resources by clicking below.

View my beneficiary information