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 publish independent research on Pooled Special Needs Trusts (PSNTs) and connect the industry to the people and organizations who need these products. Request a copy of the Pooled Special Needs Trust Report 2020: Poised for Growth.

Special Needs Financial Services Institute™ (SNFSI™)

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. Thirteen percent (13%) of the population face this situation and their need exceeds the availability of products, services, and support in the market today.

SNFSITM builds connections between a little-known group of providers in this space – Pooled Special Needs Trusts – and the financial services ecosystem. This includes advisors who work with people and families who can benefit from these programs, and companies and organizations who provide services to SNFSI members.

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.

Intelligence & Services

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 how we can help.

Articles

Alliance of Pooled Trusts (APT)

Leaders of the Pooled Special Needs Trust industry from across the country have come together to create a new membership enterprise, the Alliance of Pooled Trusts (APT), announcing its formation at the 2020 Stetson Special Needs Planning and Trust Conference. Congratulations on this achievement! The Special Needs Financial Services Institute (SNFSi) is extremely supportive of …

Pooled Special Needs Trust Report 2020: Poised for Growth

The Special Needs Financial Services InstituteTM (SNFSiTM) was formed in 2020 to increase the availability and use of financial products and solutions by people with disabilities, estimated at 13% of the population, or more than forty (40) million people. Connecting Pooled Special Needs Trusts (PSNTs), currently distributed primarily directly to consumers and by specialist attorneys …

This Market for Financial Services is Hiding in Plain Sight

Disability impacts 1:7 Americans* (that is 42 million people) directly and touches many more lives indirectly. More than likely, advisors with a mature book have clients affected by special needs who wish to do as much life and financial planning as possible (perhaps even more so now), and a frustratingly small, and often prohibitively expensive, …

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