The Special Needs Financial Services InstituteTM (SNFSITM) supports nonprofit members by building connections between pooled special needs trust administrators and the financial services ecosystem, and by providing intelligence and services that support growth and scalability.
Monthly PSNT Business Intelligence Call – Expert presentations on specific subjects; discussion and Q&A.
Monthly PSNT Provider-Only Discussion – Topic-specific discussions exclusively for PSNT administrators.
SNFSI Industry Landscape – SNFSI researches and produces the Annual Pooled Special Needs Trust (PSNT) Industry Landscape report using our continuously updated PSNT Provider Database. Results are reported to nonprofit members.
SNFSI Listserv – Moderated forum for members and sponsors to connect with one another.
Semi-Annual Convenings (anticipated Spring, Fall). Members receive discounted registration.
Prospective Member Organizations – Are welcome to participate in SNFSI programs for a limited time before joining.
Annual membership fees are on a sliding scale to accommodate Member budgets. Membership rates are based on the organization’s budget size for the previous fiscal year (line 18 on Form 990, or line 24, column (d) on Form 990-PF).