SEI Launches SEI Charitable Fund via Partnership with TIFIN Give
SEI (NASDAQ: SEIC) has announced the launch of the SEI Charitable Fund, a new donor-advised fund (DAF) solution designed to integrate philanthropy into holistic wealth management. Powered by technology from TIFIN Give and sponsored by the GiveClear Foundation, the platform allows financial advisors to incorporate charitable giving into broader tax, estate, and legacy planning conversations. The initiative aims to deepen advisor-client relationships and foster multigenerational engagement by providing a digital-first experience for managing philanthropic assets. This launch builds upon SEI's strategic investment in TIFIN announced in 2024, further expanding its suite of financial technology and wealth management services.
Tickers: $SEIC
Topics: Donor-Advised Funds Financial Services Technology Philanthropy Wealth Management
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Part of the story SEI Launches SEI Charitable Fund via Partnership with TIFIN Give (4 articles)