- Expertise in Special Needs Trusts: CPT Institute specializes in the administration of special needs trusts, ensuring that beneficiaries with disabilities can maintain their eligibility for public assistance benefits.
- Non-Profit Status: As a non-profit organization, CPT Institute is dedicated to serving its clients' best interests without the pressure to generate profits for shareholders.
- Dedicated Trust Administrator: You will be provided a direct line and calendar link for the Trust Administrator in charge of helping you make the most of your trust assets.
- Online Portal: You will be provided with access to an online portal to submit requests, see your balances, and trust activity.
- Educational Resources: They provide educational materials and resources on their website (www.cptinstitute.org) to help individuals understand the complexities of trust management.
- Personalized Service: CPT Institute offers personalized service tailored to the unique needs of each beneficiary, providing peace of mind that their financial affairs are being handled with care.
- Professional Management: The organization employs professionals who are knowledgeable about the legal and financial aspects of trust management, ensuring competent handling of the trust assets.
- Compliance Assurance: With their focus on compliance, CPT Institute helps ensure that the trust adheres to all relevant laws and regulations, protecting the beneficiary's interests. They retain a non-profit law firm counsel to maintain and keep them compliant nationwide.
- Community Involvement: Being a community-oriented entity, they often engage in activities and advocacy that support the broader community of people with disabilities.
- Cost-Effective Solutions: As a non-profit, CPT Institute may offer more cost-effective solutions compared to for-profit trustees, potentially resulting in savings for the trust.
- Long-Term Stability: Their non-profit nature often means they are focused on long-term stability and sustainability, which is crucial for the ongoing management of a trust.
- Accessibility: CPT Institute makes it a priority to be accessible to clients, offering support and answering questions regarding the management of the trust.
- Investment Transparency: You will be provided with quarterly statements for any funds you have invested.
- Investment Custody Agents: Report directly to our VOLUNTEER board with performance reviews provided at each quarterly board meeting.
- Annual Independent Audits: Annual independent audits of CPT Institute's books are completed annually, and deficiencies are provided to the board directly; independent of the Executive Director.
By choosing CPT Institute as your non-profit trustee, you benefit from their specialized knowledge, commitment to education, and dedication to the well-being of individuals with special needs.
