(formerly known as MARC Trust, Inc.)

PLAN of Massachusetts

• Provides education and assistance to people with disabilities and their families in planning for future needs of people with disabilities.

• Administers two Special Needs Pooled Trusts that are designed to supplement the needs of people with disabilities while protecting present and future entitlement to public benefits such as Supplemental Security Income (SSI) and Medicaid. These two Pooled Trusts are:

• the MARC Special Needs Pooled Trust – funded with assets of people with a disability who receive government benefits

• the PLAN of Massachusetts Third Party Special Needs Pooled Trust – funded by assets that are provided by families or other third parties to benefit people with disabilities.

PLAN of Massachusetts is a Massachusetts non-profit corporation organized under the laws of Massachusetts and is recognized by the Internal Revenue Services as a charitable organization under Section 501c(3) of the Tax Code. Organized in 1982 under the name of “MARC Trust, Inc.”, PLAN of Massachusetts adopted its current name when it became affiliated with the National PLAN Alliance (NPA) in 2004.

NPA includes 22 programs in 17 states that serve more than 4000 families who have loved ones with a disability. As an NPA affiliate, PLAN of Massachusetts adheres to a set of national standards that includes instituting quality assurance programs.

To request a detailed informational packet, including fee schedules, disbursement guidelines, and applications, please e-mail info@planofma.org or call 617-244-5552. Please specify which trust you are interested in (MARC or Third-Party).