Capital Motion LLC advises executives and boards whose organizations are at dynamic inflection points. Clients include charitable nonprofits, mission-driven organizations and investment firms, and other private sector businesses.

Engagements focus on growth and expansion, organizational and financial sustainability, structuring and building boards, mergers and partnerships, and mission-aligned investing. Every organization faces inflection points; we look forward to hearing about yours.

---

---

Pooled Special Needs Trust (PSNT) Intelligence and Services: Building Connections for Growth

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, their need exceeds the wide availability of products, services, and support in the market today.

More than one hundred nonprofits around the country administer Pooled Special Needs Trusts (PSNTs), providing stewardship of beneficiary assets and other important services to people with disabilities. SNSFI™ researches, evaluates, and ranks the 100+ pooled special needs trust administrators, enabling us to provide rich, data-driven guidance to industry stakeholders.

This intelligence powers the advisory services we provide to Pooled Special Needs Trust leadership to support their work building and growing sustainable organizations. It is equally valuable to financial services and other allied professionals who would like to identify PSNT programs that best fit their clients’ and organization’s needs.

SNSFI^TM Solutions

• Industry data, including scorecard-based & custom research
• Industry costs and fees
• Trust Administrator business development & infrastructure advice
• Trust investment reviews
• Board of Director and leadership onboarding
• Broker/Dealer and RIA sales strategy
• Keynotes, speaking engagements & workshops

Let us know if your needs are other than what is listed here.

Contact us about SNFSI^TM

Looking for a strategic/business plan or update at a fraction of the usual cost without taking hours and hours of staff and Board time? You’re in good company! Our FastTrack Strategic Plan is a streamlined approach that lets you create the plan you need with a financial and time investment that is right for you.

One fee includes:

• Professional tools and resources you use to assemble your team and gather all necessary information for review and discussion
• A professionally planned, managed, and facilitated one-day strategy session that delivers a strategic/business plan for your team and organization
• Access to additional support on-demand

Contact us to learn more.

Lisa A. Cohen, CEO & Principal