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Our commitment to community foundations

As one of the top OCIOs for nonprofit organizations for more than 30 years, we have the breadth and experience to truly understand community foundations. 

The benefits for you.

We understand that as a community foundation, your mission matters most. From building a customized portfolio to supporting fundraising efforts and donor education, we strive to be more than just an investment provider. 

Here’s how we help our community foundation clients: 

1. Your challenge: Achieving your targeted rate of return in an ever-changing investment environment

Our solution: We help our clients pursue their required rate of return. We do this across various market cycles by sourcing global and opportunistic asset classes, cost-effective access to highly capable investment managers, building multi-manager portfolios, and active risk management. 

2. Your challenge: Connecting with donors to support growth

Our solution: We want to help you connect with your donors and compete for donor capital. That’s why our solution offers much more than just investment management. We provide additional services, including: developing custom donor investment pools, creating custom donor marketing materials, fundraising assistance and education, planned giving program administration, and local community support through direct giving.

3. Your challenge: Building the most prudent governance structure to ensure proper due diligence on behalf of the foundation and its donors. 

Our solution: As a contractual fiduciary, we integrate our client teams closely with both staff and committees to ensure collaboration towards meeting goals. This provides a well-documented platform to share ideas, provide due diligence reviews, ensure compliance with the IPS, and make informed decisions. Additionally, robust, custom reporting allows our clients to track progress and evaluate us as a strategic partner.

A commitment to OCIO solutions.

We have a well established OCIO program of 30 years. We continue to refine our approach to deliver additional features that our clients truly value. That's why 158 clients have been with us since 1/1/2008*.

Paul Klauder explains why: 

“The ongoing growth of our Institutional business is a testament to the infrastructure, resources and expertise we’ve built as an established leader in providing OCIO services. Very few providers can match our overall client base and tenure as an OCIO. We’re proud of our position as one of the largest companies in this space.”

"Very few providers can match our overall client base and tenure as an OCIO."

Blog: Nonprofit Committee Connection

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A decision to hire us

From RFP to finals presentations, to site visits, find out one organization's journey to select the right OCIO. One executive shares his process,

An OCIO search process

More for community foundations

We can help you meet your challenges, both today and tomorrow.

*As of 6/30/2022

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.