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July 8, 2020
PLAN of Mass. and RI Appoints Joan McGrath Coulter as ED
Joan McGrath Coulter
Joan McGrath Coulter
February 18, 2020 — PLAN of Massachusetts and Rhode Island, a Needham-based nonprofit that provides special needs trusts for people of all ages with mental health, developmental, and physical disabilities, yesterday announced that Joan McGrath Coulter has been appointed executive director.

Coulter succeeds Pam Tames who served as executive director of PLAN of Massachusetts and Rhode Island, Inc. (PLAN of MA and RI) from 2012 until she recently stepped down to rejoin the private sector.

Coulter has been providing services to PLAN of MA and RI for a dozen years, including as director of finance since 2016. Prior to that, she was a controller for several small businesses for nearly three decades. Earlier she served serving as a senior auditor for Deloitte.

She also ran her own business, providing chief financial officer services for clients, including PLAN of MA and RI, across a number of industries.

“We are so pleased to have the opportunity to appoint a strong leader from within whose values are so well aligned with ours and who knows the organization, our valued staff and partners, and most importantly, PLAN’s beneficiaries and their families,” said Seth Haber, board president of PLAN of MA and RI.

Coulter said, “I am honored to have the opportunity to lead an organization that is so important to so many, today, and as we move to and through our next period of growth. My immediate focus is on continuing to provide exemplary service and programs and on continuing to grow and evolve PLAN to serve the special needs and disability community.”

She earned a Bachelor of Science degree in accounting from Boston University's Questrom School of Business.

PLAN of MA and RI was founded in the 1960s by families and parents recognizing the need to plan for the intergenerational responsibility for the care of family members with special needs. Today, the organizes manages more than $60 million in beneficiary trust assets.

Funds from a special needs trust can cover items and services that benefit the trust beneficiary, including necessities not covered by public benefits, such as medical and dental care, utilities, insurance and real estate taxes, transportation, haircuts, clothing, and other necessary items and services. Funds also can cover support activities that enhance the beneficiary’s life, such as companions, education, entertainment and recreational activities, cell phones, internet, computers and tablets, and travel.
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