The National PLAN Alliance (NPA) is the only
non-profit organization in America dedicated solely to meeting
the planning needs of families with adult children having
were founded to assist families in planning for the future care of
loved ones with lifelong disabilities. Established as a tax-exempt,
non-profit organization in 1997, the National PLAN Alliance is the
umbrella organization for 18 PLAN affiliates in 22 states. The NPA
Board of Directors is comprised of volunteer and staff leaders as
well as family members representing the 22 affiliates. The goal of
the NPA is to have at least one PLAN program in each state.
In 2016, National PLAN Alliance members, along with a number of executive directors and attorneys representing Pooled Special Needs Trusts (PSNTs) across the country, formed the National Pooled Trust Standards Committee.
A document, entitled Guidelines for Pooled Trust Organizations was developed by this group in order to support quality service delivery and to develop standards for consistency in PSNT administration and management. The guidelines identify key factors to benchmark development of quality PSNT programs.
National PLAN Alliance adopted the Guidelines for Pooled Trust Organizations in September 2017 as aspirational standards and recommend that members and others use them to guide organizational growth and development.
Please be advised that any entity adopting or referencing these guidelines should give attribution to the National Pooled Trust Committee.