Our commitment to community foundations.

With 30 years of experience as an OCIO, we have the breadth and experience to truly understand community foundations. 

Here’s how we help our community foundation clients. 

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. 

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. 

Your challenge: Connecting with donors to support growth.

Our solution: We want to help you connect and compete for donor capital. That’s why our solution includes 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.

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 more than 30 years. We continue to refine our approach to deliver additional features that our clients truly value. 

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