PLAN of MARI PLAN of MA & RI and Carroll Center for the Blind Announce Strategic Partnership

PLAN of MA & RI and Carroll Center for the Blind Announce Strategic Partnership

Date posted: March 25, 2021

Plan of MA & RI also shows support of organization with $50,000 donation

Watch the video presentation here: Carroll Center Check Presentation 

NEEDHAM and NEWTON, MA, and PROVIDENCE, RI, ISSUED FEBRUARY 25, 2021… Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc. (PLAN of MA & RI;, a nonprofit organization proudly serving people with disabilities and assisting them with preserving assets, protecting access to public benefits, and living well, announced today a new, two-year strategic partnership with the Carrol Center for the Blind, one of the largest vision rehabilitation agencies in the nation.  Through this partnership, the two organizations will bring together their collective resources, knowledge, and expertise to further support individuals with vision loss and their families on their pathway to independence.

Special needs trusts are important financial vehicles for people with disabilities as they can preserve assets and protect eligibility for public benefits. The two-year partnership will help educate clients and families in the Carroll Center network about the critical need for financial security.

Additionally, and in support of this partnership, PLAN of MA & RI recently committed $50,000 toward the Carroll Center for the Blind.  This gift was formalized at a check presentation ceremony held earlier this month.

“We have many beneficiaries in our trust with vision impairment, whether due to age or another type of condition,” said Joan McGrath, executive director of PLAN of MA & RI.  “Our trust offers tremendous support for people who may need additional social supports and adaptive equipment for this type of special need.

“It made so much sense to me and our board of directors to support the Carroll Center for the Blind because of the tremendous strides they are making to help people live their most productive lives. That’s what we’re about, so our missions are truly aligned,” she added.

“We’ve been serving individuals of all ages and all stages of vision loss, many of whom may also have additional disabilities, for nearly 85 years,” said Gregory J. Donnelly, president and CEO of the Carroll Center for the Blind. “Partnering with PLAN of MA & RI to deliver transformational products and services for our clients will allow us to place our clients on the best path for success in the journey with vision loss. Together, working as one team, we will provide the very best care and support to those in need.”

About Planned Lifetime Assistance Network of Massachusetts and Rhode Island (PLAN of MA & RI):

PLAN of MA & RI is a 501(c)(3) non-profit organization with origins dating back to the 1960s, when a group of parents of children with various physical, mental and behavioral challenges assembled to plan for the future. Incorporated in 1971, PLAN of MA & RI is recognized today as an expert in operating Special Needs Pooled Trusts and have 750 beneficiaries and $60M in assets under management.

PLAN of MA & RI proudly serves people with disabilities – lifelong or related to illness, injury, or age – helping them preserve assets, protect access to public benefits, and live well. PLAN of MA & RI is a professional trustee providing quality trustee/fiduciary services to individuals and their families through sound and thoughtful trust administration and compassionate, caring social service support. Licensed social workers assess the beneficiary’s living situation, needs and current benefits and make recommendations and referrals to services that improve the person’s quality of life. 

PLAN of MA & RI has offices at 50 Cabot Street, Suite 206, Needham, MA 02494 and at 331 Waterman Street, Suite 158E, Providence, RI 02906.  For more information, please call (888) 890-7526 or visit

About the Carroll Center for the Blind

Established in 1936, the Carroll Center for the Blind empowers those who are blind and visually impaired to achieve independence and to lead a fulfilling life. The nonprofit organization provides services for individuals of all ages including vision rehabilitation services, vocational and transition programs, assistive technology training, educational support, services for seniors, and an optical shop. For more information, visit