Accelerating Impact, By Design

Capital Motion LLC works with executives and boards whose organizations are at dynamic inflection points. Our clients include charitable nonprofits, mission-driven organizations and investment firms, and other private sector businesses.

Engagements focus on growth and expansion, organizational and financial sustainability, structuring and building boards, mergers and partnerships, and mission-aligned investing. Every organization faces inflection points; we look forward to hearing about yours.


Find Out About Our New FastTrack Strategic Plan!

Keynotes | Presentations | Workshops

We offer Keynotes, Presentations, and Workshops on these topics and more. All programs can be completely customized for your group and audience. Please contact us at your convenience at 617-545-7937 or info@capitalmotion.org.

This Board Member Position Description Template we’ve developed may be a good place to start for your organization to build its own, custom, Board Member position description.

Here are two excellent guides Boards and Executives may find very useful:

Board Source Glossary of Nonprofit Governance

MA Attorney General’s Office Guide for Nonprofit Boards

Special Needs Financial Services Institute™ (SNFSI™)

Pooled Special Needs Trusts (PSNTs)

Disability impacts 1:7 Americans directly and touches many more lives indirectly. Lifetime costs to support a person with a disability are significant; planning, financial tools, resources, programs, and intergenerational support are all critical to a successful outcome. While 13% of the population face this situation, need exceeds the availability of products, services, and support.

More than one hundred 501(c)(3) nonprofits around the country sponsor Pooled Special Needs Trusts (PSNTs), providing stewardship of beneficiary assets and other important services to people with disabilities. These organizations and the programs they offer can be a meaningful part of a complete special needs life and financial plan.

SNSFI™ offers comprehensive information about Pooled Special Needs Trusts.

This information supports Pooled Special Needs Trust leadership in their work with timely resources about the national breadth and scope of the industry, national provider maps, business models, governance models, assets, evolving types and structures of trusts nationwide, and other relevant national data.

This information is similarly valuable to disability and financial services professionals who would like to thoughtfully conduct due diligence and identify PSNT programs that best fit their clients’ and organization’s needs.

Our offerings include:

  • Scorecard-based & custom research
  • Industry presentations
  • Board of Director and leadership onboarding programs
  • Research calls
  • Keynotes, speaking engagements & workshops
  • Let us know if your needs are other than what is listed here

617-545-7937 | snsfi@capitalmotion.org

Articles

COVID-19 and Trusts, Foundations, Endowments, and Program Related Investments

March 19, 2020 | We were not fully prepared for this; not one of us had a COVID-19 toolkit in our desks. On the investment front though, some are better prepared than others. Financial professionals are expected to be able to manage investment volatility. Schooled (and ideally, experienced) in dealing with rapidly-changing markets, it is …

Seats at the Table Mean Better Returns

Quantitative data about the results delivered by women in C-suite and executive leadership has been accumulating for some time. Nevertheless, they resist. One of the ways of resisting is to ask for data, for proof of what we as women leaders bring to the table. Here’s proof.

Getting Past the Chicken-and-Egg Cycle of Nonprofit Strategic Planning Skepticism

There is a lot of room for improvement in the usual nonprofit strategic planning process; so much so that current approaches can create fiduciary and organizational risk. Root causes are not hard to find. To start, many organizations see these plans as a box to check, something to pull together every few years, toss on …