Master Pooled Trust (MPT)
The Arc’s Master Pooled Trust can help provide future financial security for your child, family member or friend who lives with disabilities, while not affecting the person’s eligibility for means-tested benefits.
When can you set up a Master Pooled Trust?
- Now – By a parent or other family member who wants to provide funds to benefit their loved one with a disability. It can be funded now or in the future from an insurance policy, an estate or other sources.
- Anytime - When a person with a disability receives a windfall of money, such as a social security back payment or an insurance or court settlement. Putting this money in The Arc’s Master Trust shelters the funds to use later, while not jeopardizing their benefits.
Why choose The Arc’s Master Pooled Trust?
Expertise & Skills – The Arc is a known and trusted organization with a 60-year history of helping people with disabilities. We know the trust laws and governmental reporting requirements, and how to best serve the needs of persons with disabilities.
Affordability – The Arc’s Master Pooled Trust was designed with lower fees and minimum deposits than other alternatives.
Safety – The Arc is insured, and our investments are managed by Associated Trust Co. Check out the mutual funds performance report for more information on the investment results.
How to learn more:
For more information contact your local Arc Chapter, or discuss your specific needs with:
Dennis Collins, Trust Director