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The WNY Coalition Pooled Trust is a collaboration between People Inc., Center for Elder Law & Justice and Key Bank. It has been in existence since 2004, serving hundreds of beneficiaries.

What is a Pooled Trust?
A pooled trust is a type of Supplemental Needs Trust (SNT) intended to help people with disabilities maintain Medicaid eligibility or Social Security by depositing their income or a lump sum into the trust.

The money deposited can be used to pay bills and expenses (with some limitations); all while not jeopardizing Medicaid or other Social Security Benefits.

Why consider the WNY Coalition Pooled Trust?

  • Simple and quick process; lower fees than most
  • Local and well-established, providing personalized attention
  • The WNY Coalition is Medicaid approved
  • The opportunity to leave a legacy and provide for the future security of People Inc. by designating the People Inc. Foundation as a beneficiary of the trust remainderment

Let us show you how OUR Pooled Trust can protect the financial future of your loved one with special needs and you. For more information, email info@wnypooledtrust.org, go to WNYPooledTrust.org or call 716.817.7484 or 1.866.362.5081.

WNY Coalition Pooled Trust Grant Requests Open

The WNY Coalition Pooled Trust is now accepting grant requests for the 2019 cycle! The grants are only available to former beneficiaries of the trust, or people with disabilities currently served by People Inc. and its affiliates or by Center for Elder Law & Justice. Request forms must be submitted by Thursday, October 31, 2019. All grant awards expire on March 31, 2020. All necessary lines must be completed. You will be notified of your grant request status at the end of November, and awards will be issued in December. The maximum amount of the request is $750. 

Please note: Checks must be made payable to a store, company or organization and they must accept third party checks. Itemized receipts/invoices must be provided after purchases are made. If a purchase is made by an organization that is asking for reimbursement, any itemized receipts or invoices must be submitted before a check can be issued. Grant checks cannot be cashed or used to purchase a gift card. Grants cannot be used to pay for outstanding debt.

For questions, contact Denise Bienko, WNY Pooled Trust Management Board Member, at dbienko@people-inc.org or 716.817.7470.

Western New York 1219 North Forest Road | P.O. Box 9033 | Williamsville, New York 14231 | Phone: 716.817.7400 | Toll Free NY 1.888.7PEOPLE | Fax: 716.634.3889

Rochester 1860 Buffalo Road | Rochester, NY 14624 | Phone 585.441.9300 | Fax 585.441.9398

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