Resources
Guidelines for Pooled Trust Organizations
In 2016, National PLAN Alliance members, along with executive directors and attorneys representing Pooled Special Needs Trusts (PSNTs) across the country, formed the National Pooled Trust Standards Committee.
A document entitled Guidelines for Pooled Trust Organizations was developed by this group in order to support quality service delivery and to develop standards for consistency in PSNT administration and management. The guidelines identify key factors to benchmark development of quality PSNT programs.
National PLAN Alliance adopted the Guidelines for Pooled Trust Organizations in September 2017 as aspirational standards and recommends that members and others use them to guide organizational growth and development. The Committee revised the standards in October 2025 as Version 4.
Please be advised that any entity adopting or referencing these guidelines should give attribution to the National Pooled Trust Standards Committee.