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 $4,000,000 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.

Special Needs Trusts 101

How We Can Help

Future Planning

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