Core Insights - TIFIN Give has partnered with SEI to provide a white-labeled donor-advised fund (DAF) solution for SEI's bank and affiliated wealth clients, enhancing innovation and growth in the industry [1][2] Group 1: Partnership Details - The collaboration allows SEI to offer a branded charitable giving experience directly to clients, combining donor experience with administrative and investment flexibility [2] - TIFIN Give addresses the gap in modern DAF offerings for banks and trust organizations, enabling them to retain charitable assets and deepen client relationships [3][4] Group 2: Strategic Importance - Charitable giving is increasingly recognized as a core component of holistic wealth planning, with banks needing to modernize their offerings to retain clients [4] - The partnership positions philanthropy as a strategic growth lever for SEI's clients, enhancing asset retention and client loyalty [5] Group 3: Platform Features - The TIFIN Give platform provides a fully digital experience that simplifies administration for bank teams while enhancing transparency and flexibility for donors [4] - The solution supports branded donor-advised funds and integrated workflows designed to improve the overall client experience [4] Group 4: Company Background - TIFIN Give is part of TIFIN, a company focused on applying AI in financial services, particularly in wealth management and philanthropy [6][7] - SEI is a leading global provider of financial technology and asset management services, managing approximately $1.9 trillion in assets as of December 31, 2025 [8]