Through Trust services and Care Management, PLAN of PA connects clients living with disabilities to security, resources, and support. www.planofpa.org
11/15/2024
Our raffle items are all ready for Sunday! There is still time to join us for this awesome event.
We want to say a special thank you to our premium event sponsor and host True Link Financial. True Link is a financial services firm that offers investment accounts and prepaid debit cards for people with disabilities. Many of our clients use True Link and it is a great to partner with them to do what's best for the people we serve.
Our annual fundraiser is just three days away! We will have bowling, food, a raffle, a caricaturist, a DJ, and more! There will also be a sensory room for our clients who don't feel like bowling or want to step away and unwind.
We have to give a huge shout out to our sponsors True Link Financial, Timoney Knox LLP, Eadeh, The Law Office of Randy Hope Steen, Ltd., MyJunna, Pathfinders IT, and WKM. A special thank you goes to our premiere donors Branden Sacks and Lilly.
October is Breast Cancer Awareness Month and we're wearing PINK to show our support.
Did you know that women with disabilities are at a significantly higher risk of getting breast cancer? According to the CDC, they are less likely to get screenings and aren't aware of the symptoms associated with breast cancer. Because of this, women with disabilities are more likely to be diagnosed with metastatic breast cancer and have higher mortality rates. Finding breast cancer early greatly increases chances of survival.
At PLAN of PA, we work to reduce health disparities for individuals with disabilities and make sure they have access to lifesaving screenings. Early detection saves lives!
Our annual bowling event is back! Join us November 17th for a day of food and fun! We hope to see you there!
Registration and sponsorship opportunities coming soon!
12/24/2023
Happy Holidays from PLAN of PA!
Wishing you all the joy and warmth of the season. As we reflect on the year, we're grateful for the incredible support from our community.
May this holiday season bring you moments of love, laughter, and connection. Together, let's continue spreading kindness and making a difference in the world.
Thank you for being a part of our journey. Here's to a joyous holiday season and a bright New Year ahead!
*Please note: PLAN of PA offices will be closed Monday, December 25th and Tuesday, December 26th.
11/28/2023
Today is Giving Tuesday, a day all about generosity and making a positive impact. We're reaching out to ask for your support in our mission to help individuals with disabilities build meaningful lives.
Your contribution, no matter the size, can make a huge difference.
PLAN of PA is continuing our monthly giving program to make giving more accessible and show than even a little can mean a lot!
As always, thank you for the support! May you and your loved one enjoy the holiday season!
11/23/2023
The PLAN of PA team wishes a Happy Thanksgiving to our clients, families, and supporters!
We hope your day is filled with love, happiness, and good food! We give thanks today to everyone who has supported us and helped to fulfill our mission of building meaningful lives for those with disabilities. Thank you, we are so grateful.
11/17/2023
This past Sunday PLAN of PA hosted our annual FUN Fundraiser Bowling Event at Devon Lanes in Wayne PA. The bowling alley was packed with over 100 PLAN friends, families, staff and board to support PLAN's mission of helping helping individuals build meaningful lives through Trust and Care Management services.
Thanks to our sponsors and supporters we were able to raise approximately $10,000 but most importantly, the event brought together clients, families, the PLAN team, PLAN Board and supporters for a fantastic afternoon of bowling, entertainment and fun.
Big thanks to True Link Financial; Merrill Lynch; Elwyn, Carlton Services, LLC; TEAM Risk Management Strategies, WKM, Eadeh Enterprises, The Pontecorvo Family and the Bailey Family.
We cannot wait until next year!
11/11/2023
BOWLING IS TOMORROW!!
We have to say a huge thank you to our lane sponsors for this years event: Carlton Services LLC, Eadeh Enterprises, TEAM Risk Management Strategies, WKM LLP, The Pontecorvo Family and The Bailey Family!
Registration is still opened! We can't wait to see everyone tomorrow for a day of fun, food, and community!
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In 1989, a collection of families achieved their goal in creating PLAN of PA, a non-profit 501c3 social services organization to provide Care Management and Trust Administration services. They aligned with a national organization, Planned Lifetime Assistance Network (PLAN), making PLAN of PA one of the 18 PLAN Affiliates in 22 states.
Each of these families had a loved one with a behavioral health or intellectual disability diagnosis. With an entrepreneurial spirit, they gathered in living rooms and around kitchen tables to talk about the things that mattered most. Like all parents, their primary focus was preparing for the wellbeing of their loved ones for the present, as well as after they were gone. But, these parents could not expect that their loved one would ultimately be independent; so, plans for that reality were paramount. In response, they created PLAN of PA, a social services organization with financial acumen, to aid their loved one in living a healthy, happy, meaningful life. The organization would assist by securing and maintaining public benefits and decent housing; promoting health and wellness; managing personal finances; and combating isolation by fostering good relationships. These families knew their loved ones could become employed, pursue an education, or meaningfully volunteer; but, they needed supports and resources to achieve these goals. PLAN of PA would offer these supports.
In addition, some families had created a Special Needs Trust (SNT) so that their loved one could set aside funds and still maintain public benefits. They wanted PLAN of PA as their Corporate Trustee because all believed a social service agency, with the right financial and legal partners, would serve more effectively than a bank or a trust company. Further, they understood that if a family member was Trustee, family relationships would be dramatically impacted. Establishing PLAN of PA as the Corporate Trustee was the best choice to provide social service expertise; forge partnerships with families and support networks; develop financial acumen; understand trust rules and regulations; and serve as an objective third party to free family relationships of the inherent dynamics of being the financial authority.
In addition to these services, we also offer family consultation for those who simply need pointing in the right direction and intermittent help along the way. We consult in the areas of creating a Special Needs Trust; obtaining public benefits; and finding available resources in our communities. Our team helps families sort through their individual situations, generate ideas, and distill the key points. We leave the family with an action plan to carry out that may include an introduction to trusted financial and legal experts who understand the Special Needs community.
Decades later, the vision and tenacity of our founding families continues to thrive. PLAN of PA delivers real outcomes in the areas of securing housing and public benefits; promoting health and wellness; providing social supports; obtaining work or pursing and education; and managing personal finances.
Today’s PLAN of PA does what PLAN of PA has always done, support people with behavioral health and intellectual disability diagnoses to live happier, healthier and more meaningful lives. We do this through Family Consultation, Care Management and Corporate Trustee Services.
