Financial Intelligence for the Greater Good

Think of us as a decoder ring. Steeped in finance and sustainable investing, we care deeply about making the world a better place. We do that by providing intelligence, analytics, and services to organizations in the private and nonprofit sectors who value long-term sustainability and good governance.

The Special Needs Financial Services Institute (SNFSi) expands the use of financial products and services by people with disabilities and those who care for them. We conduct and publish independent research and analysis of Pooled Special Needs Trusts (PSNTs) and connect the industry to individuals and institutions who need these products. Our comprehensive, objective due diligence provides clarity and visibility, supporting growth and best practices within the special needs financial services industry generally and with PSNTs specifically.

Request your copy of the Pooled Special Needs Trust Report 2020: Poised for Growth, here.

Special Needs Financial Services Institute™ (SNFSi™)

Disability impacts more than 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. More than thirteen percent (13.2%) of the population face this situation and their need exceeds the wide availability of products, services, and support in the market today.

The Special Needs Financial Services Institute (SNFSi) expands the use of financial products and services by people with disabilities and those who care for them. We conduct and publish independent research and analysis of Pooled Special Needs Trusts (PSNTs) and connect the industry to individuals and institutions who need these products. Our comprehensive, objective due diligence provides clarity and visibility, supporting growth and best practices within the special needs financial services industry generally and with PSNTs specifically.

Join

PSNT membership in SNFSi builds and reinforces your organization’s market presence and commitment to the industry, gives you a voice in our programming, and provides access to SNFSi data for benchmarking and best practices.

Subscribe

Subscriber access to independent, continually updated entity-level and industry-wide data and intelligence makes it easy to discern and evaluate specific pooled trusts among the broad array of available business models, trust terms, cost structures, and ancillary services.

Sponsor

Sponsorship of SNFSi provides an efficient and effective channel for building and reinforcing recognition of your firm and services with PSNT industry members and aligned industry segments and demonstrates market leadership.

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 …

Operating Reserves for Pooled Special Needs Trusts

Charitable nonprofits are not usually in the business of accumulating capital. In the upside-down world of philanthropy, organizations with cash on hand can be a turnoff to some donors. Until someone who prioritizes resiliency goes looking for operating reserves. Or really thinks through how to put out a fire (program expense) without a hose (administrative …

Contact

Call, Email or Book an Appointment

Join Mailing List

Send a Message