1. An Institutional Solution to Client Fund Management

2. Since 1986, Arlington Heritage Group has managed trusts for human service providers and 501(C)3s. The Provider Trust is used by non-profits to better manage funds of individuals in their care. 

4. Why The Provider Trust?
Trusteeship - the Provider is the Trustee and has control over key decisions and policy.
Resolves Eligibility & Spend-down concern about resource limits and frivolous spend-down eliminated
Residual - Use of residual, which can grow over time, determined by Trustee
Transparency - Executives, fiscal, and team can monitor balances and expenses for all individuals with a trust account.
Minimal Cost - Arlington provides back-office support, training, archiving and compliance. Low annual fees born by trust. Consolidation of accounts can save staff time and expenses.

5. Legal Guidelines
The Trustee must be a non-profit 501(C)(3) entity
Individual with the trust account must be disabled as per SSI criteria
Individual trust must be created by a parent, grandparent, guardian, court, or the person him/herself.
Funds placed into the trust must be irrevocable and therefore do not count as an SSA resource.
Money in the trust can only be used for the sole benefit of the individual
Every non-profit or for-profit with a foundation can operate The Provider Trust

6. The Provider Trust In Action
Single state non-profit with $33M in revenue and $11M in assets and 30 year history of stable operations. Among the first to partner with Arlington Heritage Group and adopt the Provider Trust.

7. Growth of Trust, Growth of Residual…

8. One Case Study…

9. Arlington Heritage Group, Inc.
Thomas Tirney
Arlington Heritage Group, Inc.
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