Passion, Purpose & Sustainability

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.

The Special Needs Financial Services InstituteTM researches 100+ Pooled Special Needs Trust Administrators. Learn more about how our Intelligence and Services can help you build connections for growth.

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Special Needs Financial Services Institute™ (SNFSI™)

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.

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.

SNSFITM 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 SNFSITM

FastTrack Strategic (Business) Plan

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.

Articles

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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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COVID-19 and Trusts, Foundations, Endowments, and Program Related Investments

March 19, 2020 | We were not fully prepared for this; not one of us had a COVID-19 toolkit in our desks. On the investment front though, some are better prepared than others. Financial professionals are expected to be able to manage investment volatility. Schooled (and ideally, experienced) in dealing with rapidly-changing markets, it is …

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Seats at the Table Mean Better Returns

Quantitative data about the results delivered by women in C-suite and executive leadership has been accumulating for some time. Nevertheless, they resist. One of the ways of resisting is to ask for data, for proof of what we as women leaders bring to the table. Here’s proof.