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 43+ million people. SNFSi offers market intelligence and database subscriptions to professionals and custom searches and personalized 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

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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 43+ million people. SNFSi offers market intelligence and database subscriptions to professionals and custom searches and personalized 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

The ABCs of PSNTs (2 min read time)

Understanding Pooled Special Needs Trusts Consumers have access to many financial planning and investing solutions, including retirement plans, mutual funds, sophisticated alternative investments, annuities, college savings programs, and a wide variety of banking products. Now, suppose you are one of the 43 million people (one in every seven) in the US with a disability. In …

SNFSi Launches First National Database of 100+ Special Needs Financial Services Providers

Cape Cod, MA, August 9, 2021 – The Special Needs Financial Services Institute (SNFSi) launched today the first continually updated national database of nonprofit Pooled Special Needs Trust Administrators. This resource is available by subscription to professionals for $25 per month ($300 annually). Personalized provider searches and reports are now available to individuals and families …