Financial Intelligence for the Greater Good

Capital Motion LLC provides research and advisory services to boards and leaders of charitable nonprofits and businesses focused on social impact.

SNFSi is an independent research organization launched in 2020 by Capital Motion LLC specializing in analyzing, evaluating, and rating financial products for people with disabilities and the organizations that provide them. Our mission is to expand the use of high-quality financial products and services to this nationally underserved market of 40+ million people. SNFSi offers database subscriptions to professionals and custom searches and reports to individuals and families.

Searchable Listing of Nonprofit Pooled Special Needs Trust Administrators currently operating and accepting new Beneficiaries
Professional Subscriptions
Personalized Reports for individuals and families

Picture Credit: Universally Designed McGraw Family Garden of the Senses at Heritage Museums & Gardens. This is the first wellness garden introduced on Cape Cod designed to provide universal access for people of all ages, abilities and mobility levels to connect with nature and to allow everyone to engage in the garden experience.

Special Needs Financial Services Institute™ (SNFSi™)

SNFSi is an independent research organization launched in 2020 by Capital Motion LLC. We specialize in analyzing, evaluating, and rating financial products for people with disabilities and the organizations that provide them. Our mission is to expand the use of high-quality financial products and services to this nationally underserved market of 40+ million people. SNFSi offers database subscriptions to professionals and custom searches and reports to individuals and families.

SNFSi’s National Nonprofit Pooled Special Needs Trust Administrator Database
Professional Subscriptions
Personalized Reports for individuals and families
  • Continuously updated, searchable national database
  • 100+ national and regional nonprofit providers
  • Includes:
    • Organizational overview
    • Organization Type
    • Rating relative to evaluation benchmark
    • Services
    • Fees
    • Financials
    • Contact information

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Articles

SNFSi Welcomes The Huntington National Bank as Founding Leadership Sponsor

Founded in 1866, The Huntington National Bank has grown to be one of the country’s largest regional banks with $123 billion in assets. What hasn’t changed over the years has been their commitment to do the right thing and supporting people, businesses and communities.  Newsweek’s 2021 list of America’s Most Responsible Companies ranks Huntington Bank …

Could PSNT Industry Growth Trigger Transformational Oversight?

ABSTRACT PSNTs are attracting more attention. Could this focus increase regulatory oversight or spur rulemaking that transforms the industry? Possible, but not the most likely scenario. In the absence of visible, widespread, and disruptive violations, motivation to come after a relatively small sector of the financial services world, particularly one that does not pose systemic …