SEI’s integrated services optimize a nonprofit’s ability to compete for donor contributions while controlling costs. SEI has developed a variety of services to assist nonprofit organizations with their charitable giving programs.  We have extensive experience helping clients initiate new planned giving programs as well as analyzing existing programs to help provide an assessment for potential future vehicles and enhancements. 

Today, SEI provides investment management and donor administrative services for charitable trusts, charitable gift annuities, donor advised funds, scholarship funds, pooled income funds and supporting organization programs.   We work with each of our clients to develop a strategic planned giving marketing program that provides the following:

• Industry consulting
• Access to planned giving expertise and consulting
• Education material
• Communication tools and training tool
• Program readiness
• Benchmarks and case studies
• Tactical marketing services
• Vehicle templates and general development guidelines
• Metrics for effectiveness
• Key questions and evaluation checklists

Additionally, once the vehicles have been set-up, we help implement the strategies through comprehensive administrative services.
 
SEI’s full-time responsibility is to remain current on all the issues facing nonprofits – to ensure that our recommendations reflect and meet the growing list of your administrative and investment challenges. Many of these challenges in the management of charitable assets can have a significant impact on the effectiveness of your organization.