Spring 2021 Newsletter

Quarterly Newsletter - Spring 2021

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Director's Message

Hello Everyone and Happy Spring!

I hope that you are all doing well, staying healthy, and are looking forward to warming weather and perhaps planning some outings and/or travel.

Remember that if you are planning to travel, make sure that you are submitting your request well in advance of your planned travel dates.

As we continue the fight to slow the spread of COVID-19, our office building is still closed to the public. We will keep you notified of plans for reopening as we are given guidance from the Centers for Disease Control and Prevention and Oregon Health Authority.

Take care and be well!

Cici Gaynor, Program Director
Cici Gaynor
Program Director

2021 Annual State Convention

Content available for viewing until 6/30/2021

Our 2021 Annual State Convention was a HUGE success thanks to our attendees! If you weren’t able to join us, don’t worry, you can still register and watch all of our recorded sessions through June 30, 2021.

To register or learn more, go to https://thearcoregon.org/convention/

Reduced registration is just $49 for recorded sessions including:

  • Virtual Town Hall: A conversation with Oregon Legislators
  • Self-Advocate Panel: Creating a Life for Thriving!
  • Keynote session: “It Is Not The Map, It’s The Terrain That Keeps Us Safe While Navigating Mt. Covid!”

Registration is FREE for Self-Advocates and Families of a person experiencing an intellectual or developmental disability (IDD) thanks to our sponsors!

Investment Performance - 2021 First Quarter

Bar graph showing Total Contributions (including income to principal transfers). 2019 - $2,141,851; 2020 - $2,931,708; Q1 2021: $694,930
Pie chart showing 42.0% Fixed Income, 44.9% Equity, 12.3% Cash Equivalents, 0.8% Real Assets
Rate of Return (Net of Fees) as of March 31, 2021. Bar graph shows 14.89% in 2019, 8.90% in 2020, and 0.88% in first quarter of 2021
Returns shown are net of investment management fees. Information provided is obtained from sources deemed to be reliable, but KeyBank National Association and its affiliated companies, together referred herein as KeyBank, do not guarantee the accuracy, completeness, or timeliness of the information or make any warranties with regard to the results to be obtained from its use. KeyBank shall not be liable for any claims or losses of any nature, including, but not limited to, lost profits, punitive or consequential damages. This material is for informational purposes only. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Investment products are: NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

Grant Testimonials

Did you know that the OSNT Remainder Funds Grant Program has awarded $16,000 worth of grants in the 2020-21 fiscal year? In addition to the original four categories, we have added a new one, Higher Education. Visit our Remainder Fund Grant Program page to read more about the program and submit an application.

Here are some stories from grant recipients:

“We wanted to thank you for providing our son with a tablet. With COVID, this has been challenging times requiring a lot of video communicating. The tablet has been a blessing that allows him to communicate with his family through video. Also, it has been a new tool for us to teach him rules with electronics. It has provided a chance to expand his knowledge and learning. We thank you and your organization for being so caring.”
Dallas
OSNT Account holder
“Dear Oregon Special Needs Trust: Ryan and I are very grateful to received funding for a Chromebook so he could practice typing, which is part of his communication tool. Ryan has Autism. His handwriting is not that legible. We are glad that he is able to use the Chromebook to work on his writing and communication. Our budget was limited and again ‘Thank You OSNT’ for providing this tool for Ryan!!!”
Southea and Ryan
OSNT Account holders

Newsletter Delivery

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Questions & Answers

You may send a check, cashier’s check, or money order to our office payable to OSNT. Make sure your name and/or account number are clearly noted on the check.

There are a couple reasons that a check might be returned to you.

  1. If you have a 1st party account and are over 65, we are not able to accept deposits as it may result in a loss of Medicaid waiver and/or other State benefits.
  2. If it is for a 3rd party (donor-funded) account and the funds being sent belong to the beneficiary (1st party funds), we are not able to accept the deposit as it would be co-mingling monies belonging to the donor with those belonging to the beneficiary and 1st party funds are subject to Medicaid payback.

If you have a question you’d like answered or a topic for us to address in a future newsletter, please email us at info@oregonsnt.org.

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