Page 1 - RTR Issue #29 Fall2023 newsletter
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Issue #29 | Fall 2023




































                                     ROAD TO RESPONSIBILITY

                                             MAKING LIVES BETTER


        RTR is pleased to announce its partnership with        “The missions of PLAN of MA & RI & RTR are so
        Planned Lifetime Assistance Network (PLAN) of          closely aligned as both organizations strive to improve
        Massachusetts and Rhode Island.                        the lives of the individuals with disabilities and their
                                                               families we work with.  We are proud to partner with
        PLAN of MA & RI is a 501(c)(3) non-profit              such a fantastic organization that does so much good
        organization incorporated in 1971. They proudly serve   for those with different abilities.” said CEO of PLAN,
        people with disabilities – lifelong or related to illness,   Joan McGrath.
        injury, or age – helping them preserve assets, protect
        access to public benefits, and live well. PLAN of MA &   “We are excited to partner with PLAN of MA and
        RI is a professional trustee providing quality trustee/  RI and to be able to provide information to the
        fiduciary services to individuals and their families   individuals and families we serve about the value of
        through sound and thoughtful trust administration      special needs trusts as financial planning is essential
        and compassionate, caring social service support.      to the future of those with special needs,” said
        Licensed social workers assess the beneficiary’s       Christopher T. White, Ed.D., president and CEO of
        living situation, needs and current benefits and make   Road to Responsibility.
        recommendations and referrals to services that
        improve the person’s quality of life.                  As a special needs trustee, the mission of PLAN of MA
                                                               & RI is to provide quality trustee/fiduciary services
        In support of this partnership, PLAN of MA and RI      to individuals and their families through sound and
        recently granted $25,000 to RTR. Over the course of    thoughtful trust administration and compassionate,
        the next year, PLAN of MA and RI will work with        caring social service support, serving individuals with
        RTR to help educate individuals, families, staff, and   mental health, developmental, and physical disabilities
        community members about the benefit of special         of all ages in MA and RI communities.
        needs trusts.




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