Our History

Back to About


PLAN of PA History – Why We Exist

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, these families 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 well being of their loved ones for the present as well as after they were gone. These families knew they could not expect their loved one with a Special Need to be able to care for him or herself. In response to this need, they created PLAN of PA; a social services organization with financial acumen to assist their loved one to obtain and maintain public benefits, secure decent housing and assure proper health and wellness. PLAN of PA would assist their loved one in managing personal finances and combating the devastating effects of isolation by maintaining 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 provide this support.

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 altered.

Decades later, the vision and tenacity of these founding families continues to thrive. PLAN of PA delivers real outcomes in the areas of housing, benefits, health, social supports, work, and personal finance. In addition to providing outcome based services, we offer consultation on creating a Special Needs Trust, obtaining public benefits, and finding available resources in our communities. Our team helps families sort through their individual situations and offers ideas that may make a real difference. If relevant, we introduce trusted financial and legal experts who understand the Special Needs community.

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.

Back to About