Foundations and Endowments

Addressing today’s challenges in new ways

Isn’t it time your investment provider viewed remaining current on all the issues facing nonprofits as a full-time responsibility?
 
SEI’s Nonprofit Solutions optimize your ability to compete for donor contributions while controlling costs.

Today, SEI provides investment management and donor administrative services for:

  • Charitable trusts
  • Charitable gift annuities
  • Donor advised funds
  • Scholarship funds
  • Pooled income funds 
  • Supporting organization programs

Contrary to the typical consulting model, SEI’s Nonprofit Solutions combines:

By integrating these capabilities, SEI is helping nonprofits change the way their organization addresses today’s challenges in ways they never before realized.

Contact us to learn more about our extensive experience helping clients initiate new planned giving programs as well as analyzing existing programs to help provide an assessment for potential future vehicles and enhancements.