Administrative Solutions
Providing operating support while keeping costs of administration low
SEI’s administrative solutions for nonprofits gives your organization:
- More time to focus on your philanthropic mission by effectively managing day-to-day activities
- Opportunities to enhance and build relationships with your donors
Today, SEI provides investment management and donor administrative services for:
- Charitable trusts
- Charitable gift annuities
- Donor advised funds
- Scholarship funds
- Pooled income funds
- Supporting organization programs
Our suite of administrative services aims to ensure the highest standards of accuracy and efficiency for your organization by providing:
A dedicated administration services team to assist your staff with all of its requests around account administration, disbursements, reporting, and communicating with donors
- Specialized accounting services to handle the wide array of accounting and administrative aspects of your organizations’ assets
- Customized donor communication strategies to ensure appropriate investment information and reporting is available for your current and potential donors
- Planned giving program assessment with readiness measures to determine expectations and identify resources needed to increase and deepen your relationships with major donors