Planned Lifetime Assistance of New Jersey Inc.

What Planned Lifetime Assistance of New Jersey Inc. does

Planned Lifetime Assistance Network of New Jersey, Inc. (PLAN|NJ) is a 501(c)(3) nonprofit organization headquartered in Green Brook, New Jersey, that provides lifetime advocacy and care coordination services for people with intellectual, developmental, and physical disabilities, as well as individuals with mental health challenges. The organization operates exclusively within New Jersey, addressing the core family question: "Who will care for my loved one when I'm gone?" Its core service portfolio comprises Special Needs Trust Administration and other fiduciary services (including Guardianship and Representative Payee for Social Security benefits), Life Planning Consultation, Care Coordination, Home Visit Monitoring, and Advocacy. PLAN|NJ also publishes the "Together We PLAN" podcast as a community-facing educational resource.

PLAN|NJ's underlying technology is conventional and explicitly non-proprietary: the organization relies on standard nonprofit operational tooling rather than a custom platform. Its service model is delivered directly by PLAN|NJ staff through mail, phone (908-575-8300), email, and referrals, with a curated attorney and financial planner directory acting as a structured referral channel. Strategic positioning rests on a "Circle of Support" framework that integrates legal, financial, and independent living supports, supported by memberships in seven industry and advocacy organizations including the National PLAN Alliance, National Guardianship Association, and Alliance for Pooled Trusts.

The organization's revenue model is a hybrid of tax-deductible charitable donations (prominently featured on its website, including the "Ellen Nalven Legacy of Light and Love Fund") and fee-based fiduciary services. Many services are provided at no cost to families in need, while professional services such as trust administration and guardianship are fee-based, though specific pricing is not publicly disclosed. The go-to-market motion is community-led: families are reached through referrals from attorneys, financial planners, and human service providers, supplemented by the website, podcast, the annual Celebration of Abilities event, webinars, and community partnerships. Headcount and revenue figures are not disclosed in the source material.

Name

Planned Lifetime Assistance of New Jersey Inc.

Legal name

Planned Lifetime Assistance Network of New Jersey, Inc.

Website

https://plannj.org

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

PLAN|NJ is a New Jersey-based 501(c)(3) nonprofit that delivers lifetime advocacy, Special Needs Trust administration, guardianship, care coordination, and life planning services for individuals with intellectual, developmental, physical, and mental health disabilities and their families.

Ownership category

akta.pro rank

Product category

Disability Services and Special Needs Planning

NAICS

Services for the Elderly and Persons with Disabilities (62412), Other Individual and Family Services (624190)

SIC

Services-Social Services (8300)

akta.pro primary industry

Rare Disease & Special Needs Support Organizations (BPAGACAM)

Keywords

• Special needs trust administration
• Disability advocacy services
• Guardianship services
• Care coordination
• Representative payee

Headquarters

HQ city

Saddle Brook

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Donations and Charitable Contributions: As a nonprofit organization, PLAN|NJ relies on tax-deductible donations from individuals, families, and supporters to fund operations and services. The website prominently features donation options including the 'Ellen Nalven Legacy of Light and Love Fund' for family support services.
2. Professional Services (Trust Administration and Care Coordination): PLAN|NJ provides fiduciary services including Special Needs Trust Administration, Guardianship, and Representative Payee services, which likely generate revenue through fees for service administration.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

PLAN|NJ is a New Jersey nonprofit that provides lifetime advocacy and person-centered services for people with intellectual, developmental, and physical disabilities, including special needs trust administration, guardianship, care coordination, life planning consultation, home monitoring, representative payee services for Social Security benefits, and advocacy support. The organization helps families answer the question of who will care for a loved one with disabilities after parents or caregivers are no longer able to provide support.

Product overview

PLAN|NJ operates as a nonprofit agency offering a coordinated suite of services centered around lifetime advocacy for people with disabilities. The organization provides fiduciary services through Special Needs Trust Administration, along with care coordination, guardianship, life planning consultation, home monitoring, representative payee services, and advocacy. The core portfolio functions as an integrated support system designed to ensure individuals with disabilities are safe, secure, and thriving both during their family's lifetime and after parents or caregivers are no longer able to provide support. The Together We PLAN podcast serves as an informational resource complementing these services.

Differentiator

Problem solved

Functional benefit

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered minor and core.

• Alliance for the Betterment of Citizens with DisabilitiesminorOthersMembership organization focused on advocacy and support for citizens with disabilities in New Jersey. PLAN|NJ participates as a member organization.
• Association of People Supporting Employment FirstminorOthersOrganization promoting employment opportunities for people with disabilities. PLAN|NJ maintains membership as part of its advocacy ecosystem.
• Alliance for Pooled TrustscoreOthersDirectly relevant to PLAN|NJ's Special Needs Trust Administration services. Membership indicates participation in pooled trust programs for people with disabilities.
• National Alliance on Mental IllnessminorOthersNAMI membership connects PLAN|NJ with mental health advocacy resources and communities serving individuals with mental health challenges.
• National Guardianship AssociationcoreOthersCore professional association for guardianship services. PLAN|NJ provides guardianship services and benefits from industry standards and best practices through this membership.
• National PLAN AlliancecoreStrategic or Co-development PartnerPLAN|NJ is part of the National PLAN Alliance network of organizations dedicated to lifetime planning for people with disabilities. This alliance provides shared resources, best practices, and collaborative advocacy at the national level.
• Supportive Housing Association of New JerseyminorOthersMembership connects PLAN|NJ with supportive housing resources and providers serving people with disabilities in New Jersey.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• The Arc of New Jersey: Statewide nonprofit advocacy and service organization for people with intellectual and developmental disabilities in New Jersey. Directly comparable in mission, geography, and target population (people with IDD and their families).
• Disability Rights New Jersey: Federally-funded protection and advocacy organization for people with disabilities in New Jersey. Directly comparable in advocacy and benefits-navigation focus, though focused on legal protection rather than long-term trust administration.
• Easterseals New Jersey: Nonprofit providing disability services across New Jersey including case management, advocacy, and family support. Comparable in mission, service breadth, and target population, though broader in service scope (includes early intervention and adult services).
• Special Needs Alliance: National nonprofit network of attorneys specializing in disability planning, special needs trusts, and elder law. Directly comparable in Special Needs Trust focus and professional-referral model, though organized as an attorney network rather than a direct service provider.
• Jewish Family Service of Greater Mercer County: Regional nonprofit in New Jersey providing case management, caregiver support, and benefits navigation for vulnerable populations including people with disabilities and seniors. Comparable in nonprofit model, NJ geography, and care-coordination focus.
• PLAN Pennsylvania: Sibling affiliate within the National PLAN Alliance network serving people with disabilities in Pennsylvania. Directly comparable in service model (lifetime advocacy, trust admin, care coordination) and organizational structure — essentially PLAN|NJ's sister organization in an adjacent state.
• UCP of New Jersey (now Life Without Limits): Nonprofit serving people with cerebral palsy and other disabilities in NJ with care coordination, advocacy, and family support services. Directly comparable in target population, geographic scope, and integrated service model.
• Bancroft: New Jersey-based nonprofit providing residential, educational, and clinical services for people with intellectual and developmental disabilities. Comparable in mission and NJ geography, though operating more as a residential and clinical provider than a fiduciary/planning organization.

Others

• NJ Division of Disability Services: State government agency administering disability programs, benefits navigation, and information/referral services in New Jersey. Not a direct competitor but a frequent referral source and ecosystem participant that overlaps with PLAN|NJ's care-coordination scope.
• National PLAN Alliance: National umbrella organization of which PLAN|NJ is a member, supporting a network of affiliated local organizations that provide lifetime advocacy for people with disabilities. Acts as an ecosystem/network partner rather than a competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/planned-lifetime-assistance-network-of-new-jersey-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Planned Lifetime Assistance of New Jersey Inc.