The Unrestricted Fund is a 3rd-party pooled fund established in 1972. The fund allows parents and loved ones to provide a sum of money that can be used to enhance the quality of life of their loved one with intellectual and/or other developmental disabilities without interruption in the benefits he/she is receiving. The current initial minimum funding is $25,000. The trust is administered under the terms of the Trust document.
We charge no commissions, so we maximize the benefit to your loved one(s). The only fees charged are for investment management and direct expenses. Upon the beneficiary’s death, the first $25,000 is transferred to the Exempt Fund to support NYSARC’s guardianship program. The remaining balance is distributed however you choose and as directed in your trust document.
The Exempt Fund is a 501(c)(3) tax-exempt fund which accepts donations and bequests. Your gift supports NYSARC, Inc.’s Corporate Guardianship Program which provides guardianship services to people with intellectual and/or other developmental disabilities who have no legal guardian. Program services provides advocacy and daily support including ways to provide supplemental needs. Gifts or bequests to this fund are tax deductible to the extent permitted by law.
"NYSARC Trust Services representatives have always been very professional and wonderful people to work with. They are doing great work with helping people in need."
"Yours is the gold standard by which all agencies should be measured."
"The quality of service offered by NYSARC Trust Services is unparalleled."
"With a NYSARC trust we know she will always be cared for."
"You enable seniors to live their remaining lives with dignity. The work you do is appreciated more than you know."
"Your organization is a magnificent group of people dedicated to providing the elderly and disabled with a life of dignity."