Events

Upcoming

Capital Reserves for Nonprofit Pooled Special Needs Trust Administrators

Wednesday, January 27, 2021
1 PM EST
Live Webinar

Do PSNTs need capital reserves? If so, how much is enough? Nonprofits can set up financial reserves, but many do not, and have either small reserves relative to their annual operating expenses or none at all. Financial constraints can stand in the way, as can the perception that accumulated capital is not appropriate for nonprofits.

Join us to learn more about ways to structure reserves for your organization in alignment with your mission and vision. We thank Shannon Crowley, CPA, MSA, of blumshapiro ( now part of national accounting firm CLA (CliftonLarsonAllen LLP) for bringing her nonprofit accounting expertise to us in this discussion.

National PLAN Alliance (NPA) 2021 Annual Conference (click for more information)

April 21 – 23, 2021

Past Events

November 2019: Optimize Your PSNT’s Investment Advisory Relationship. With Special Guest Tom LaHaise, ChSNC, SVP at Wellesley Asset Management, Inc.

October 2019: Demystifying PSNT Growth. A close look at dynamics and timelines of product lifecycles and launches, and realistic tools for scaling PSNT distribution programs so PSNT leaders can evaluate and implement for maximum effectiveness.

September 2019: Pooled Special Needs Trust Industry Report 2020. First annual presentation about the more than 100 Pooled Special Needs Trusts in the US.