Connections - 05.01.23

Use an Exempt Resource to Save Consumer Funds & Staff Time

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We know the importance you place on choosing services that best support those you serve and your community. Over 100 human service providers nationwide have made THE PROVIDER TRUST their choice to manage consumer funds and maintain eligibility.

As an exempt resource, THE PROVIDER TRUST is an in-house special needs pooled trust that allows those in your care to save any amount of money in their trust account and not jeopardize their benefits.

Put an exempt resource to work for your organization to save staff time and consumer funds by eliminating the need for spend downs while creating a permanent endowment to support those you serve, especially those without resources.

You control the trust and are supported by Arlington Heritage Group as administrator. We handle the day-to-day activity, compliance, record-keeping and staff training while the important decisions rest with you and the consumer.

Let us walk you through your due diligence. Arlington Heritage Group is an exempt resource expert and works exclusively with human service providers to help safeguard benefits and build resources for the I/DD community.

Take a quick look at our website or contact Kim Goodwin at [email protected], or call 215-672-1184, ext. 6.

Kim Goodwin is the Director of Marketing at Arlington Heritage Group.