SEI announced a partnership with TIFIN Give that will allow its bank and trust clients to launch white‑labeled donor‑advised funds under their own brand, giving them a digital, branded giving experience that integrates with SEI’s existing wealth and trust solutions.
The collaboration builds on SEI’s 2024 investment in TIFIN and leverages TIFIN’s AI‑driven platform to provide modern, in‑house giving solutions that keep charitable assets within client ecosystems, thereby deepening client relationships and attracting next‑generation donors.
The move addresses a market gap where banks and trust firms have lost assets to national providers due to a lack of in‑house DAFs. By offering a branded solution, SEI can retain those assets, strengthen client loyalty, and position itself as a comprehensive wealth‑management partner.
SEI’s Q4 2025 earnings, released the same day, showed revenue of $607.9 million—up 9% year‑over‑year—and earnings per share of $1.38, beating estimates by $0.04. The beat was driven by higher fee income from asset management and administration, offset by one‑time M&A fees from the Stratos partnership. The strong results reinforce confidence in SEI’s growth strategy and support the new partnership.
Allie Carey, SEI’s Global Head of Strategy for Private Banking and Wealth Management, said the partnership helps banks stay competitive and accelerate growth, while Greg Murray, Chief Revenue Officer of TIFIN Give, highlighted the need for modern philanthropic tools to retain assets. The partnership is expected to generate new fee revenue streams and strengthen SEI’s position in the wealth‑management ecosystem.
The partnership is a material expansion of SEI’s product portfolio and signals a broader shift toward integrated philanthropy solutions in the wealth‑management industry.
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