Proxy Parent Foundation, a dba of Planned Lifetime Assistance Network (PLAN) of California, a 501(c)(3) nonprofit; steps in to help the public system provide people with disabilities a way to thrive, rather than just survive.

MIssion and vision

What Is a True Link Card?

The True Link Card is a secure spending card that can be connected to a beneficiary's Special Needs Trust account, providing a convenient way to access approved funds while maintaining oversight and protecting public benefits.

Designed specifically for individuals with disabilities, older adults, and those who may need assistance managing finances, the True Link Card helps beneficiaries enjoy greater independence while ensuring trust funds are used appropriately and in accordance with Special Needs Trust guidelines.

How Does It Work?

The trustee authorizes a specific amount of money to be loaded onto the True Link Card. The beneficiary can then use the card to make approved purchases without having to request a reimbursement for every expense.

The card functions similarly to a debit card but includes customized safeguards and spending controls that can help protect beneficiaries from fraud, financial exploitation, and inappropriate purchases.

Benefits for Special Needs Trust Beneficiaries

Greater Independence

Beneficiaries have access to funds for approved expenses without waiting for reimbursement or check processing, allowing them greater flexibility and autonomy.

Faster Access to Funds

The True Link Card can be used for everyday purchases, making it easier to obtain needed items and services quickly.

Enhanced Protection

Built-in controls can help prevent:

  • Fraud and scams

  • Unauthorized transactions

  • Financial exploitation

  • Spending at restricted merchants

Simplified Trust Administration

The card reduces paperwork and streamlines the process for smaller, routine expenditures while still maintaining appropriate oversight by the trustee.

Real-Time Monitoring

Transactions can be reviewed and monitored, helping ensure that trust funds are being used appropriately and in the beneficiary’s best interest.

Common Uses for a True Link Card

Depending on the beneficiary’s needs and trust guidelines, the card may be used for approved expenses such as:

  • Groceries and household items

  • Clothing and personal care products

  • Transportation expenses

  • Recreation and social activities

  • Educational materials

  • Technology and communication needs

  • Other approved quality-of-life purchases

Why Proxy Parent Foundation Uses True Link

At Proxy Parent Foundation, our goal is to balance independence, dignity, and protection. The True Link Card helps us provide beneficiaries with convenient access to trust funds while maintaining the fiduciary oversight required of a Special Needs Trust.

This innovative tool allows beneficiaries to enjoy greater freedom and flexibility while helping protect both their financial resources and their eligibility for important public benefits.

Learn More

If you are a beneficiary, family member, or authorized representative and would like to learn more about how a True Link Card may be used with a Proxy Parent Foundation Special Needs Trust, please contact us for additional information.