Pooled Special Needs Trusts

The following chapters of The Arc operate, or participate in the governance or control of, pooled special needs trusts. If you need information for a state not listed, visit our Find A Chapter page and check with your state or local chapter for trust resources in your area.

Alaska

The Arc of Anchorage
Ginger Shoopman, MBA, BA
Director of Special Needs Trusts
(907)646-5701
GShoopman@thearcofanchorage.org
http://www.thearcofanchorage.org/

California

The Arc of San Diego
Special Needs Trust Foundation (San Diego)
Leslie Autry
619-201-2672
sntf.sd@gmail.com
http://www.sntf-sd.org

Colorado

The Arc of the Pikes Peak Region
The Arc of the Pikes Peak Region Pooled Income Trust, LLC
Donna Butzin
719-471-4800
donna@thearcppr.org
http://www.thearcppr.org/about_us/pooledincometrust.html

Delaware

The Arc of Delaware
Delaware CarePlan, Inc.
Ellen Bockman
302-633-4000
ebockman@delawarecareplan.org
http://www.delawarecareplan.org

District of Columbia

The Arc of Northern Virginia
Personal Support Trust
Tia Marsili
703-208-1119
tmarsili@thearcofnova.org
http://www.thearcofnovatrust.org

Florida

The Arc Jacksonville
The Arc Jacksonville Pooled Trust
Charlotte Temple
904-355-0155
pooledtrust@arcjacksonville.org
http://www.arcjacksonville.org/the-arc-pooled-trust/

The Arc of Tampa Bay
Advocare Trust, Inc.
Sue Schramek
727-455-4280
advocaretrustinc@verizon.net
http://advocaretrust.org

The Arc of South Florida
The South Florida Pooled Trust
Tonja Parra
305-759-8500
tonjap@arcsofla.org
http://www.arcsofla.org/183-2/

Illinois

PACT, Inc
Life Management Services
Steve Boisse
331-481-4203
sboisse@pactinc.net
http://www.pactinc.net/life_management_services_history.php

Indiana

The Arc of Indiana
The Arc Master Trust
Melissa Justice
317-977-2375
Toll Free: 800-382-9100
mjustice@arcind.org
http://thearctrust.org

Maryland

The Arc of Northern Virginia
Personal Support Trust
Tia Marsili
703-208-1119
tmarsili@thearcofnova.org
http://www.thearcofnovatrust.org

Massachusetts

Berkshire County Arc
Berkshire County Arc Master Special Needs Pooled Trust and Family Special Needs Pooled Trust
Maryann Hyatt
413-499-4241
mhyatt@bcarc.org
http://bcarc.org/trust-pooled.asp

The Arc of Bristol County
The Arc of Bristol County Pooled Trust
Jennifer Sweet
508-226-1445 x3102
jsweet@arcnbc.org
http://www.arcnbc.org/what-we-do/pooled-trust/

Michigan

The Arc Community Advocates
Pooled Amenities Trust Fund
Ellen Stone
269-342-9801
estone@communityadvocates.org
http://communityadvocates.org/Services/PooledAmenitiesTrust.aspx

The Arc Muskegon
The Arc Muskegon (sub account) Pooled Trust
Margaret O'Toole
231-777-2006
motoole@arcmuskegon.org
http://www.arcmuskegon.org/services.htm

The Arc Western Wayne County
The Friends of CLS, Inc. Pooled Accounts Trust
Diann Dudash
734-729-9100
dianng@thearcww.org
http://www.thearcww.org

The Arc Michigan
The Arc Pooled Amenities Trust
Cathy McRae
800-292-7851
 
 

Minnesota

The Arc of Minnesota
Arc Mn Master Pooled Trust
Dennis Collins
651-604-8075
Toll Free: 800-582-5256
Dennisc@arcmn.org
http://www.thearcofminnesota.org/index.asp?Type=B_BASIC&SEC={03B4127C-DBB7-46FC-AD7B-21AD6A38EC2A}

New Jersey

The Arc of Bergen and Passaic Counties
The Arc Planning and Guardianship Corporation pooled trust
Kathy Walsh
201-343-0322
kwalsh@arcbp.com
http://www.arcbp.com/guardianship_trust.html

New Mexico

The Arc of New Mexico
The Arc of New Mexico Pooled Master Trust I and Master Trust II
Jo Ann Baxter
505-883-4630
Toll Free: 800-358-6493
jbaxter@arcnm.org
https://www.arcnm.org/how-we-help/trust-program/

New York

NYSARC Inc.
NYSARC INC Trust Services: The Unrestricted Fund
Heidi Flatt
518-439-8323
Toll free: 800-735-8924
flatth@nysarc.org
http://www.nysarc.org/trust-services

ACHIEVE
Special Needs Trust
Arthur Moretti
(607)352-3304
amoretti@achieveny.org
http://www.achieveny.org/about-us/foundation-trust/

Arc of Westchester

Arc of Westchester Foundation Community Trust 1 and Community Trust 2.
Elyse Fowler
Phone: 914-495-4515
sweazeya@aol.com
http://www.westchesterarc.org

NYSARC Inc. - Nassau County Chapter
Nassau County AHRC Foundation Community Trust I & II
Mary McNamara
516-626-1000
mmcnamara@ahrc.org
http://www.ahrcfoundation.org/snt

North Carolina

The Arc of North Carolina
Life Plan Trust, Incorporated
Susan Hartley
919-589-0017
Toll Free(North Carolina residents only): 1-888-301-0799
lifeplan1@lifeplantrust.org
http://www.lifeplantrustnc.org

Oregon

The Arc of Oregon
Oregon Special Needs Trust
Paula Boga
503-581-2726
pboga@thearcoregon.org
http://www.thearcoregon.org/what-we-do/osnt/

Pennsylvania

The Arc of Delaware County and The Arc of Chester County
The ARC Community Trust of Pennsylvania
Mark Eyer
610-265-4788
meyer@arctrust.org
http://www.arctrust.org

The Arc of Greater Pittsburgh (ACHIEVA)
ACHIEVA Family Trust
Maria Smith
412-995-5000
Toll Free: 888-272-7229
msmith@achieva.info
http://www.achievafamilytrust.org

The Arc of Mercer County Foundation
The Arc of Mercer County Master Trust
Robert Beach
724-981-2950
rbeach@mercerarc.org
http://www.mercerarc.org/pooled-trust-program.html

Texas

The Arc of Texas
The Arc of Texas Master Pooled Trust
Haley Greer
512-454-6694
Toll Free: 800-252-9729
trust@thearcoftexas.org
http://www.thearcoftexas.org/trust

Virginia

The Arc of Northern Virginia
Personal Support Trust
Tia Marsili
703-208-1119
tmarsili@thearcofnova.org
http://www.thearcofnovatrust.org

Washington

The Arc of Washington State
Washington State Developmental Disabilities Endowment Trust Fund
Patti Bell
360-357-5596
Toll Free: 888-754-8798
patti@arcwa.org
http://arcwa.org/index.php/getsupport/life_opportunities_trust