Financial Intelligence for the Greater Good

Think of us as a universal translator. 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 across the private and nonprofit sectors who value long-term sustainability, impact, and good governance.

The Special Needs Financial Services Institute (SNFSi) is an independent research organization launched in 2020. We specialize in financial products for people with disabilities and the organizations that provide them. SNFSi’s research provides actionable information to people selecting products and firms to work with to plan for a lifetime with special needs, bringing transparency and objective analysis to a fragmented, opaque market. SNFSi also works to increase the use of financial products by people with disabilities and those who care for them by building awareness of the opportunity to engage this large and chronically underserved population.

Welcome to SNFSi

The SNFSi National PSNT Database includes detailed profiles and ratings of the more than 100 Pooled Special Needs Trust administrators across the US. Work with one? Interested in finding one that is a fit for you? We’re here to help.

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 – over forty (40) million people – face this situation. Their needs exceed the availability of products, services, and support in the market today.

We believe that not enough attention is being paid to financial planning for this fragile group of people and that high quality products, industry transparency, and increased access to special needs financial services providers can help solve that problem.

The Special Needs Financial Services Institute (SNFSi) is an independent research organization specializing in financial products for people with disabilities and the organizations that provide them.

The SNFSi National PSNT Database includes detailed profiles and ratings of the more than 100 Pooled Special Needs Trust administrators across the US. This database is available by subscription.

We produce annual industry benchmarking data. In 2020 we published the first annual Pooled Special Needs Trust (PSNT) Industry Report. We’ll update this later in 2021.

We are a resource for special needs financial services providers who want objective industry information and benchmarking to make informed decisions about their businesses.

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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 …

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 …