Products January 11, 2004

SEI Gives Philanthropic Services a Boost

November 25, 2002 (PLANSPONSOR.com) - Employers with philanthropic leanings - and the financial advisors who seek to help them - may find some new tools from SEI Investments of benefit.
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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.

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