Nonprofit organizations continue to need operating support while keeping costs of administration low. SEI’s administrative solutions allow your organization more time to focus on your philanthropic mission, effective management of day-to-day activities, and opportunities to enhance and build relationships with your donors.
SEI provides comprehensive, expert administrative services for nonprofits and helps your organization improve its management practices and resource utilization while enhancing its level of service to donors. SEI offers a suite of administrative services aimed to ensure the highest standards of accuracy and efficiency for your organization.
 Dedicated Administration Services Team
SEI will work with your organization in determining its needs and selecting the services that best fit your organization. Our dedicated team will assist your staff with all of its requests around account administration, disbursements, reporting, and communicating with donors.
Specialized Accounting Services
SEI can handle the wide array of accounting and administrative aspects relating to your organizations’ charitable trusts, donor advised funds, pooled income funds, charitable gift annuities, scholarship funds, supporting organizations and other specialized endowment funds.
Customized Donor Communication Strategies
Our experience has taught us how important strong communication with donors can be to the success of a charitable organization. We will work with your staff to ensure appropriate investment information and reporting is available for your donors, and work with you to recommend appropriate contribution investment strategies for potential new donors.
Planned Giving Program Assessment
SEI will provide nonprofit organizations with readiness measures in order to determine expectations and identify resources needed. The program includes providing guidance on: getting commitment from the Board, technology, the service model, staffing requirements, prospect donor interest and setting realistic goals. Through case studies and benchmark tools, SEI will support the desires of nonprofits to increase and deepen their relationships with major donors.
Specialized Administration for Planned Giving Vehicles:
Donor Advised Funds
Charitable Trusts
- Agent for Trustee
- Charitable Deduction Calculation
- Income Distributions to Beneficiaries
- Timely Remainder Distributions
- Tax Reporting Services
Charitable Gift Annuities
- Charitable Deduction Calculation
- Automated Payment Processing
- Reserve and FASB Reporting
- Tax Reporting Services
Pooled Income Funds
- Income Calculation and Payment to Beneficiaries
- Valuation/Unitization of Pool
- Remaining Principal Distribution to Charity
- Tax Reporting Services
Scholarship Funds
- Scholarship Grant Distribution Services
Supporting Organizations
- Form 990 Tax Preparation Services
- Grant Distribution Services
Online Account and Reporting Services
All information pertaining to your organization’s account can be accessed at your convenience. You can view your organization’s holdings, transactions and performance information online with the ability to view both consolidated and individual accounts.
Standard reports are available along with the ability to generate your own customized reports that can be exported into spreadsheet format for your convenience.
The following services are offered:
- Individual/Consolidated Statements
- Investment Performance Statements
- Individual and Ad-hoc Reporting
- Web-based Account Access and Report Generation
- Customized Logos on Checks/Statements
|
