Theresa Foundation

Theresa Pooled Trust Set-Up Fee Waived

As a valued member of the Theresa Foundation family, we appreciate the trust you have placed in our Theresa Pooled Income Trust.

We know that we are in difficult financial times and our Theresa Foundation is looking to help even if in a small way.

Effective immediately, the Theresa Foundation is waiving the set up fee of $175 for all Theresa Pooled Income Trusts set up before July 1, 2020. 

Rest assured that our beneficiaries of the Theresa Pooled Trust are our top priority. Our Trustee, The Center for Special Needs Trust Administration, has taken steps to ensure that the beneficiaries of our Theresa Pooled Trust receive the services that they need. The staff of The Center are working diligently from home to make sure the needs of every beneficiary are met, particularly as to the payment of monthly expenses from the beneficiary’s segregated account. The Center will continue to be available to answer any questions that you may have.

If you have any additional questions, please do not hesitate to contact The Center at (727) 894-4489 or (email at  [email protected]) or the Theresa Foundation at 516-432-0200 (email to [email protected]).

It is our privilege to serve the community. Stay safe and be well.

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