Strong Community Focus As a nonprofit organization serving residents of Massachusetts and Rhode Island with disabilities, Planned Lifetime Assistance Network of Massachusetts and Rhode Island (PLAN MA and RI) demonstrates a deep community engagement that can benefit from partnerships aimed at expanding access to special needs financial planning and trust management services.

Recent Recognition and Award Receiving the Best New Employer of the Year award in 2024 highlights the organization’s successful effort in employee engagement and organizational growth, creating opportunities to introduce HR and workplace support solutions that enhance employee retention and satisfaction.

Partnership Opportunities The organization’s recent collaboration with AANE to support the autism community signals openness to strategic partnerships and alliances, opening avenues for joint initiatives, technology integrations, or expanded service offerings tailored for specific disabilities.

Financial Capacity With an annual revenue between $10 million and $25 million, PLAN MA and RI shows significant operational scale that could benefit from financial management, CRM solutions, and technology platforms to streamline trust administration and case management processes.

Technology Stack Utilizing a modern technology stack including cloud services, data management, and security solutions, the organization presents opportunities for advanced digital tools that can improve client data security, streamline operations, and enhance online engagement for donors and clients alike.