The three-tiered Philanthropic Program offers a suite of charitable giving vehicles, including the SEI Giving Fund, a new public charity structured as a donor advised fund.
In addition, the platform offers access to:
- Charitable Trust Solutions – offering full trustee, custody and administration services for all types of charitable remainder trusts
- Private Foundation Administration – set-up, administration, and management of a foundation
According to SEI Investments, the program assists financial advisors in stressing the importance of planning and aligning philanthropic activities and goals through donor education materials and philanthropic assessment tools.