About New Leaf National Foundation

The Scope of the Foundation

New Leaf National Foundation, an Indiana non-profit corporation, with its senior management team, brings over 40 years of experience in providing trustee and administrative services for minors and those that are permanently disabled. New Leaf administers its Pooled Special Needs Trust throughout the United States, with the exception of Connecticut.

The New Leaf Pooled Special Needs Trust was established in compliance with 42 U.S.C. Section 1396p(d)(4)(c) and subsequent and applicable state rules or statutes which create an exception to the treatment of assets of disabled persons regardless of state residency of the Beneficiary.  As such, assets within the trust will not be considered a countable resource for Supplemental Security Income (SSI) purposes, and it meets the requirements for the “Medicaid” exception.

The Foundation’s volunteer Board of Directors is well diversified, consisting of professionals with over 50 years of combined Trust and Social Service Management experience.  Board members include a CPA, Attorney, Investment Advisor, Banker, Chief Technology Officer, Trust Manager, and Small Business Owners.

The Company is dedicated to enhancing the lives of each Beneficiary by efficiently responding to requests and providing advocacy services as needed. Preserving needs-based benefits for our constituency is our mission; our goal is to execute our mission with the highest level of customer service in the industry.

Our Mission

NLNF is a national organization, guided by its staff and supported by its unpaid volunteer board of directors; solely dedicated to serving individuals through outstanding special needs trust administration. Our goal is to help our family of beneficiaries maximize settlement funds through trust management, while maintaining state and federal Medicaid/SSA compliance, with genuine compassion and understanding.

As one of the leading pooled special needs trusts in the country, our focus is on sustainable growth with continued emphasis on outstanding processing and premium customer service from initial contact through the life of the trust.

We provide easy access to your trust

Disbursement requests can be made over the phone, e-mail, postal mail, or by fax.

New Leaf National Foundation is a public charity tax-exempt pursuant to §501(c)(3) of the Internal Revenue Code. Donations to New Leaf National Foundation are tax deductible.