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