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Annual Report

Read our Annual Report!

2019 Annual ReportRead the rest

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Upcoming Presentations

Join us at an upcoming event!

Miamisburg Library – 4 pm 1/29/2020

545 E Linden Ave, Miamisburg, OH 45342






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Mary’s Story

This week I learned about Mary. Mary has had a trust with The Disability Foundation for just a few months. Recently she requested a distribution to repair her windows and roof.… Read the rest

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John’s Story

Because of a Flexible Spending Pooled Trust established by his parents, John had an opportunity to go to music camp. He had always loved music, but never had an opportunity to really share his deep interest.… Read the rest

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Bob’s Story

When we sent out our last Distribution Requests, we received one back marked “Undeliverable”. The Personal Representative (Mike) had moved and did not provide a forwarding address.… Read the rest

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