Pooled Special Needs Trust (PSNT) Intelligence and Services
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 administer 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™ researches, evaluates, and ranks pooled special needs trust administrators.
This information supports Pooled Special Needs Trust leadership in their work with timely resources and services relevant to the national breadth and scope of the industry. Intelligence and services include national provider maps, business and governance model optimization, investment reviews, and support for evolving products and services.
This intelligence is similarly valuable financial services and other allied professionals who would like to thoughtfully conduct due diligence and identify PSNT programs that best fit their clients’ and organization’s needs
- Scorecard-based & custom research nationally and by region
- Industry information including costs and fees
- Trust Administrator revenue development
- Trust Administrator operational effectiveness
- Board of Director and leadership onboarding programs
- Keynotes, speaking engagements & workshops
Let us know if your needs are other than what is listed here.
Contact us about SNFSITM