2.10.15 | Important Milestones from 2014

2014 was an exceptional year for Commonwealth Community Trust (CCT). We are pleased to share the following:

  • The growth of new clients continued with 1,121 beneficiaries served.
  • Funded trusts under management increased to $38 Million. Note: The majority of Third-Party Special Needs Trusts are part of the Grantors’ estate plans and are not yet funded.
  • The national growth of the organization continued as evidenced by participants in 30 states.
  • Since the inception of our Charitable Fund Award program, more than $173,000 has been awarded in grants to individuals with disabilities who demonstrate financial need.

To read CCT’s 2014 Year in Review, click here.

CCT is committed to fulfilling our mission of providing people with disabilities and their families a convenient, cost-effective framework for the administration of both third-party and self-funded pooled Special Needs Trusts that supplement Supplemental Security Income (SSI) and Medicaid.   We strive to educate families, people with disabilities, and professionals about the benefits of special needs trusts.

Our top priorities continue to be working closely with clients and professionals in setting up special needs trusts along with providing responsive trust administration services for our Beneficiaries and their Advocates.

Sincerely,
Joanne Marcus, MSW
Executive Director
Commonwealth Community Trust