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|  |  | As 2024 ends, we are reflecting on the year and sharing information that we hope you will find informative.
The quest for the best possible quality of life is a universal experience and our beneficiaries are no exception. CCT staff gladly accepts the opportunities to help our clients achieve their own contentment, embrace the past year’s successes, and optimistically anticipate the joys to come.
From our team to you, we offer Best Wishes for a Happy Holiday Season and a New Year filled with your own comfort and joy. |
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| |  | Pictured above: Top Back - Bailey Liipfert, CELA; Lateshia G. Brown, LCSW; Matthew J. Buckley, CFP®, CTFA; Craig B. Davis, Esq.; Sean Rutherford, CPA; Pierre Greene, MBA; Brody Reid, Esq. Front Row - Brett Corsello, CFA, CAIA; Marc Verdi, CPA/PFS, CFP®; Joanne Marcus, MSW; Cheryl Page, CFA, CFP®; Stephanie E. Grana, Esq.; Alexandra Badman, Esq.; Bagley Reid, CFA; Richard Kunz, MD. |
| Our annual Board of Directors meeting is a special occasion where we celebrate leadership and transition by installing new members and officers. This year, we also honored the dedicated service of our members who have served for nine years. Their tenure has been marked by strong commitment and significant contributions. As they step down from the board, we express our heartfelt gratitude for their years of dedication and leadership, as well as the lasting legacy they leave behind. |
|  | Rotating off the board after 9 years of service, Matthew J. Buckley, CFP®, CTFA and Craig B. Davis, Esq. Not pictured, 9-year Board Member, David Acree, CPA. |
|  | Board Development Chair Marc Verdi, CPA/PFS, CFP® welcomes new board members Brett Corsello, CFA, CAIA and Brody Reid, Esq. |
| | 2024 Annual Client Satisfaction Survey Results |
| We are so grateful for the trust you place in us by referring clients to us. We do our best every day to live up to that trust. We are excited to share the results of this year’s client satisfaction survey. |
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| "CCT has been remarkable and supportive with us, in arranging and managing the resources of the person we support. His life was tough before, but with [CCT's] help, your [clients'] tough situations are made much better." - G. Zekert, Advocate |
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| "Everyone is always been so kind to me. They've always answered my questions and got me any information that I needed. They were patient with me when I didn't understand things in the beginning. . . Everyone I have talked to which has been many people have always been good to me." - D. Dennis, Beneficiary |
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|  | "I've been very pleased with the response time and the care they take in the trust.” - J. Brown, Advocate |
| The survey was distributed to each beneficiary or their advocate, and CCT received an overwhelmingly positive response from over 300 participants. The results highlight the dedication of our professional, compassionate staff and our commitment to a client-centered approach.
Client feedback is invaluable to us, which is why we have conducted an annual Client Satisfaction Survey since 2002. While we deeply appreciate the consistently high ratings we receive, we place equal importance on feedback that identifies opportunities for improvement, helping us enhance the services we provide. |
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| | Strategic Initiatives and Accomplishments |
| | | Monthly Professional Newsletter |
| Thank you for taking the time to read our newsletter! We appreciate your interest and welcome your feedback on topics you’d like us to include in future editions.
Our monthly newsletter reaches an audience of 4,500 professionals, including lawyers, paralegals, social workers, finance experts, insurance specialists, marketers, and government professionals. If you know someone who would be interested in reading our newsletter, please let us know. |
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| | | | | At CCT, we value education and staff improvement; which is why we offered over 40 training sessions. Highlights included: |
| Secure Act 2.0 Communications and Boundaries with Clients Managing Escalated Clients and Telephone Protocol Disbursement Transaction Documentation Best Practices Client Communication Crisis Management
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| Basics of Trust Law National Care Advisors – Case Management Medicaid Lunch and Learn with Ed Zetlin, Esq. Alliance of Pooled Trust Monthly Programming
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| | |  | | The Board of Directors of Commonwealth Community Trust (CCT) is proud to sponsor the Charitable Fund Award, a program that offers assistance with the purchase of equipment or services to recipients who have a disability and demonstrate a financial need.
Established in 2009, the Charitable Fund Award (CFA) has provided $1,181,628 in awards for children and adults. |
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| | 2024 was the 16th year of the Charitable Fund Award! Overall awards totaled $107,709.86 250 applications were received 37 organizations submitted applications
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| | Conferences & Presentations |
| January January 10, 2025 | Friendship Circle of Virginia - 2nd Annual Disability Expo January 24, 2025 | CLE Presentation by Benjamin Tiefenback, Esq. and Rachel Baer, Esq. - MyLawCLE - What Every Personal Injury Attorney Needs to Know About Pooled Special Needs Trust
February February 19-21, 2025 | CLE Presentation by Benjamin Tiefenback, Esq. - Virginia Academy of Elder Law Attorneys (VAELA) - 2025 UnProgram - Strategic Oversight: Navigating Disbursement Challenges in Special Needs Trust Administration February 20-22, 2025 | - Pennsylvania Association of Elder Law Attorneys (PAELA) - 17th Annual Winter Conference
March March 13-15, 2025 | Special Needs Alliance (SNA) - 2025 Spring Meeting March 19-22, 2025 | Virginia Trial Lawyers Association (VTLA) - 2025 Annual Convention March 25-28, 2025 | Society of Settlement Planners - 2025 Annual Conference
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