We are a State approved master first-party and third-party Special Needs Trust provider.  Charities Pooled Trust serves as Trustee.

Charities Pooled Trust brings peace of mind to beneficiaries and their families through protection against financial abuse and mistreatment. We’re here for you through your life’s challenges.
You have been referred to us because you are currently utilizing or need to qualify for Medicaid or Supplemental Security Income (SSI). You may be receiving a settlement in a class action or personal injury lawsuit or have existing assets you need to protect. However, to protect your eligibility for governmental assistance programs, such as Medicaid and SSI you need to utilize a Special Needs Trust. Take a look at our program and see why we have the safest program available.

Special Needs Trusts are designed to supplement, not replace, the basic support that Supplemental Security Income (SSI) and Medicaid provide. This means that funds from the trust can be utilized to pay for comforts that otherwise could not be paid for by public assistance programs.

An example of general items that may be requested from the trust include: transportation costs, medication and/or other medical needs not covered by insurance or Medicaid, clothing, personal care items, recreational activities and socialization programs, including training in vocational and independent living skills and assistance.

These are all needs that we take for granted in our daily lives. For those of us who find ourselves needing public assistance, a Pooled Special Needs Trust can make an immeasurable difference in our quality of life. Charities Pooled Trust helps protect the eligibility requirements needed for public assistance programs while you access funds from your trust.

Charities Pooled Trust coordinates services, allowing beneficiaries to receive the utmost advantages available from a Pooled Special Needs Trust program. We assist with the  management of accessing and monitoring the use of your Pooled Special Needs Trust funds. Through a streamlined systems interface and call center, our staff works closely with the beneficiary/advocate by building and maintaining a comfortable working relationship.  We understand that there are deadlines and due dates. We will work with you diligently to assist you with your needs.