Plan Institute is a national non-profit and social enterprise based in Burnaby, British Columbia. Originally founded in 1999 as a sister organization to PLAN (Planned Lifetime Advocacy Network), it works to empower people with disabilities and their families by sharing knowledge, providing resources, advancing policy, and supporting long-term planning.
Vision
A future where all people with disabilities can lead a good life—characterized by financial security, community inclusion, autonomy, meaningful relationships, and a sense of belonging.
Mission
To equip individuals, families, and systems with the tools, knowledge, and connections they need to design and support good lives for people with disabilities, now and into the future.
Core Activities
Innovation and Social Projects
Plan Institute collaborates on community-based initiatives—such as increasing access to the Registered Disability Savings Plan (RDSP) and supporting Indigenous-led planning—to drive meaningful social change.
Education and Learning
They host a range of learning opportunities, including webinars, retreats, publications, and workshops on topics like RDSPs, disability tax credits, wills and estates, and personal support network facilitation.
Disability Planning Helpline
Through a toll-free helpline, advisors (many with lived experience) provide personalized one-on-one support on financial planning, benefits navigation, future planning, and estate considerations.
Leadership and Policy
The organization convenes multi-sector stakeholders to advocate for inclusive public policy, system transformation, and initiatives like the Canada Disability Benefit.
Key Features
- National reach, with a central office in the Lower Mainland of BC and programming serving Canadians across the country
- Expertise in lifelong financial and personal planning tailored to people with disabilities and their families
- Resource hub, combining practical tools, thought leadership, and peer support
- Operates with a social-enterprise model—balancing funding needs with a mandate for equity and accessibility
Impact & Recognition
- Integral to the enactment and uptake of the RDSP and Canada Disability Benefit
- Known for evidence-based content and user-focused tools like the Future Planning Tool
- Held in high regard by governments, funders, and community partners for its collaborative and person-centred approach
Leave a Reply