SEI Launches SEI Charitable Fund, Bringing Charitable Giving To Advisor and Client Wealth Experience

Erich Holland, Head of SEI’s U.S. Wealth and Advisor Business

“Great advice isn't simply about managing a portfolio. It's about helping people use their wealth intentionally to achieve what matters most to them. For many clients, charitable giving is deeply connected to that purpose. The SEI Charitable Fund equips advisors with expanded technology capabilities that remove complexity and provide another way to invite those conversations into the broader wealth relationship, helping clients turn intentions into action while creating opportunities to engage families across generations.”

Blake Rohde, Chief Operating Officer at TIFIN Give

“Philanthropy represents one of the most personal intersections between wealth and purpose, and advisors are uniquely positioned to help clients navigate it. Through our expanded relationship with SEI, we're bringing together modern digital technology and trusted investment and administrative capabilities to make charitable planning easier to incorporate into the client experience, while providing donors with a flexible way to fund, invest, and distribute charitable assets over time.”