Edit Board Info Nonprofit Details Nonprofit Name EIN Maturity --- not set --- Start-Up (0-2 years) Growing (3-5 years) Mature (6+ years) Size --- not set --- Less than 10 employees 10-25 employees 26-50 employeees 51+ employees Budget --- not set --- Less than $25,000 $25,000-$100,000 $100,000-$500,000 $500,000-$2 million $2 million-$10 million More than $10 million Discovered BoardBank Not Provided United Way Website/Staff Family/Friend/Co-Worker ArtsWave - Partner Interact for Health - Partner Leadership Council of Human Services - Partner Executive Service Corps. - Partner GreenLight Fund - Partner Pro Bono Partnership of Ohio - Partner JPS Non Profit Strategies - Partner Other Organization / Program Nonprofit Contact Info First name Last Name Position Phone Email Director First Name Director Last Name Director Phone Director Email Director Email Board Information Board Description Planned Lifetime Assistance Network of Massachusetts and Rhode Island (PLAN of MA and RI) is a non-profit organization that provides planning and trust management services to individuals with special needs throughout Massachusetts and Rhode Island. We are committed to serving disabled individuals by helping to enhance their quality of life, supporting their integration into the community, and providing peace of mind through individualized trust management and social services. The organization was originally incorporated as the MARC Trust in the 1960’s by parents who were concerned about the well being of their children with disabilities after the parents died. PLAN of MA and RI manages approximately $60 million for more than 900 beneficiaries. It is currently the largest pooled trust serving Massachusetts and Rhode Island. Additional information about us and our mission can be found at http://planofma-ri.org The Board of Directors is responsible for ensuring that the organization fulfills its mission and provides the leadership and management required to do so. Each board member has a fiduciary duty to protect the organization's assets and members investment. Board Requirements PLAN is interested in adding additional Board members who will bring certain expertise that will complement and/or strengthen the current Board. PLAN is specifically interested in people who have or had 1. Senior management experience at companies or organizations that are involved with people with disabilities and/or 2. Attorneys/managers with experience in elder care/disability and/or 3. Those with finance/accounting backgrounds and in particular, asset management experience. Onboarding PLAN of MA and RI welcomes new board members who share PLAN’s mission with the expectation that they will energize the board, bring fresh ideas and strengthen existing capacity. For new board members to be most effective, they need to familiarize themselves with PLAN’s mission, strategic goals and services, current operations, financials, governance (including bylaws and committee charters), and other essential information. While there is no formal orientation program for new board members, the Governance Committee recommends the following strategies for introducing new board members to PLAN. • Initial Orientation Meetings. • Review of the PLAN website • Attendance at board meetings • Visit to the PLAN Office • Financial Analysis • Peer Mentoring • Document Review Time Commitment (hours/month) 1 to 3 3 to 5 5 to 7 7+ -- Parent -- Add New When Board Meets Where Board Meets Board Size --- not set --- Under 10 members 11-20 members 21+ members Board Donations We expect our board members to make sizable contributions. Please contact for more information. We require a specific amount of “give or get” for all board members. We strive for 100% board giving, but have no strict guidelines around financial contributions. -- Parent -- Add New Additional donation expectation information No financial contribution is required. A willingness to donate their time to meet is the expectation. Board Info to Listings --- not set ---
