MFT Use Of Funds

Sole Benefit of the Beneficiary
The assets held within Montana Families Trust are used exclusively for the benefit of the individual with a disability, with the primary goal of enhancing their quality of life.

Pooled for Investment, Individually Managed
While the assets of all beneficiaries are pooled together for investment purposes—allowing for broader investment options and greater financial stability—each beneficiary’s portion is tracked and managed individually by the trustee, RDI Financial Wellness.

Professional Oversight
MFT partners with reputable investment professionals to ensure the trust funds are managed responsibly and transparently.

Flexible Savings for a Better Life
Families and individuals may use their accounts to save for both short-term needs and long-term goals. Trust funds can be used to cover a wide variety of supplemental supports, services, and personal purchases that go beyond what public benefits provide.

Disbursements to Enrich Lives
Withdrawals from an individual’s trust account are called disbursements. These disbursements are as unique as the beneficiaries themselves, but all serve the same purpose: to enrich and support the well-being of the individual.

Contact Us
For more information, please contact us at trust@ruraldynamics.org.

Some Uses Of Trust Funds May Include:

• Education, information and training opportunities
• Assistance with personal care, skill building, financial management, medical monitoring, meal
• Preparation, shopping, home maintenance and house cleaning.
• Unusual or extraordinary disability related shelter expenses
• Capital expenses, including environmental modifications
• Respite care
• Disability related support groups

• Transportation costs
• Vacation, travel and recreation
• Employment supports and tuition
• Advocacy and legal services
• Social productivity and personal fulfillment activities, such as volunteering, club membership and recreation
• Assistive technology, including computers and electronic equipment
• Clothing
• Items the Trust Manager deems appropriate and reasonable within the guidelines of the Montana Families Trust Committee

• Medical care, counseling, therapies and other health related services including alternative practitioners not covered by public benefits
• Birthday and holiday presents for the Beneficiary to give to others
• Individual trust account expenses, including: enrollment, bookkeeping, tax return preparations and filing, tax payments, annual management expenses and other trust related fees.
• Pre-paid burial expenses – 1st Party Funded Trust (Funds cannot be disbursed for related services to the Beneficiary after the Beneficiary has passed away, therefore, we encourage pre-planning related to burial and funeral expenses.)