The Special Needs Trust Advisor Since 1993
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Trust Administration and Reference Materials

About Community Fund Ohio

Annual Reports

  • 2022 Annual Report
  • 2021 Annual Report
  • 2020 Annual Report
  • 2019 Annual Report
  • 2018 Annual Report
  • 2017 Annual Report
  • 2016 Annual Report

Trust Administration

  • About our Trust
  • Authorization to Release Information
  • Change of Address
  • Deposit Instructions and Deposit Slip
  • Information Sheet Discussing Frequently Asked Questions About Investments
  • Trust Comparison Fee Schedule
  • Opt-Out of Paper Statements 
  • Tax Notice

Designated Advocate

  • Designated Advocate Acceptance Form (for Individual)
  • Designated Advocate Acceptance Form (for Organization)
  • Designated Advocate Resignation Form (for Individual)
  • Designated Advocate Resignation Form (for Organization)
  • Changing the Designated Advocate
  • Designated Advocate Change of Address

Reference

  • Special Needs Alliance’s Special Needs Trust Handbook
  • 2023 Joinder and Deposit Processing Schedule
  • 2023 Office Calendar
  • 2022 Office Calendar
  • SPECIAL NOTICE: Office Closure 12/23/22-01/03/23


Establishing a Master Trust

Establishing a Pooled Medicaid Payback Trust

Trust Distributions

Trust Administration and Reference Materials

Grants for Ohio Residents with Disabilities and Nonprofits


About Community Fund Ohio

Community Fund Ohio is a nonprofit tax-exempt organization that enhances life for Ohio residents with disabilities by protecting their eligibility for government benefits and funding their current and future needs through pooled special needs trusts, grants, community education, and related services.

Administrative Office
17900 Jefferson Park
Suite 102
Middleburg Heights, OH 44130
216.736.4540
216.867.9783
[email protected]
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Business Hours

Community Fund Ohio is open Monday through Friday, 8:30 am to 3:30 pm EST, excluding holidays and training. Our holiday schedule is on our Forms page for your convenience.

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© 2023 Community Fund Management Foundation dba Community Fund Ohio
Disclaimer: Community Fund Ohio cannot guarantee that a beneficiary will retain his or her government benefits but will assist the beneficiary in answering questions about a Community Fund Ohio Pooled Special Needs Trust. This website is for informational and educational purposes only. It is not intended to constitute legal advice, nor is it a substitute for obtaining legal advice from a licensed attorney.