TIFIN Give Partners with SEI to Deliver White-Labeled Donor-Advised Fund Solutions to Bank and Trust Clients
MWN-AI** Summary
TIFIN Give has partnered with SEI to develop a white-labeled donor-advised fund (DAF) solution specifically for bank and trust clients. This venture, announced on January 29, 2026, builds on SEI’s strategic investment in TIFIN made in 2024 and is aimed at enhancing charitable giving capabilities within wealth management. The TIFIN Give platform allows banks and trust organizations to offer an integrated charitable giving experience, complete with brand personalization, streamlined administration, and investment flexibility directly to their clients.
This collaboration addresses a pressing challenge faced by many financial institutions: the migration of charitable assets to larger, national providers due to the lack of modern, in-house DAF offerings. By working with TIFIN Give, banks can retain charitable assets, deepen client connections, and engage younger generations in philanthropy. The platform simplifies tasks for bank teams while providing transparency and ease for donors through a digital interface that enhances the overall client experience.
Greg Murray, Chief Revenue Officer of TIFIN Give, emphasized the importance of charitable giving in wealth planning, noting that many organizations have had to outsource this function. With the launch of the white-labeled DAFs, institutions can now offer tailored solutions that integrate charitable planning into broader wealth management strategies, thus positioning philanthropy as a key growth and relationship driver.
Allie Carey, SEI’s Global Head of Strategy, highlighted the importance of modern technology in creating a differentiated client experience. This partnership empowers banks and trust organizations to leverage philanthropy strategically, supporting client loyalty and retention as they navigate an increasingly competitive market.
MWN-AI** Analysis
TIFIN's recent partnership with SEI to offer white-labeled donor-advised fund (DAF) solutions to banks and trust organizations represents a strategic enhancement in the wealth management sector. This collaboration is crucial as it addresses the growing trend of charitable assets migrating to large providers due to the absence of modern in-house DAF offerings in many financial institutions.
With the TIFIN Give platform, banks can now retain charitable assets within their ecosystem, thereby deepening relationships with clients while attracting the next generation of philanthropists. This operational streamlining reduces friction in grantmaking and improves user experience, making it an attractive proposition for banks looking to differentiate their services and enhance asset retention.
Investors should note that this development aligns well with the broader trend of integrating technology into financial services. As banks and trust companies seek to modernize and offer comprehensive wealth solutions, the TIFIN and SEI partnership is poised to become a key player. By offering customizable DAF solutions, TIFIN enables institutions to maintain client loyalty and position themselves strategically in a competitive market.
Moreover, TIFIN’s focus on philanthropy as a component of holistic wealth planning places it at the intersection of finance and social responsibility, which could attract clientele interested in socially responsible investment strategies. Given that SEI manages approximately $1.9 trillion in assets, their backing significantly enhances TIFIN’s credibility and growth potential.
For investors, TIFIN appears to be a strong candidate for long-term growth, especially considering the increasing importance of philanthropic solutions in wealth management. Monitoring the uptake of TIFIN Give across SEI’s extensive client base will be critical in assessing its market impact and future growth trajectory.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
PR Newswire
BOULDER, Colo., Jan. 29, 2026 /PRNewswire/ -- TIFIN Give, the modern donor-advised fund platform designed for wealth organizations to drive growth through philanthropy, today announced a new partnership with SEI® to deliver a white-labeled donor-advised fund (DAF) solution to SEI's bank and affiliated wealth clients. This collaboration expands on SEI's 2024 strategic investment in TIFIN to advance innovation and growth across the industry.
Through the partnership, TIFIN Give serves as a solution provider for SEI, powering a digital, branded charitable giving experience that banks and trust organizations offer directly to their clients. Purpose-built for banks and trust operating models, TIFIN Give combines a branded donor experience with end-to-end administration and investment flexibility in a single platform. The solution enables SEI's network of bank, affiliated wealth, and independent trust companies to launch proprietary charitable funds under their own brand with streamlined onboarding, grantmaking, and reporting workflows built for day-to-day operations.
Many bank and trust organizations have seen charitable assets migrate outside their ecosystem to large national providers due to the absence of a modern, in-house DAF offering. This partnership addresses that gap by giving banks a turnkey solution that allows them to retain assets, deepen client relationships, and engage the next generation through philanthropy.
"Charitable giving has become a core component of holistic wealth planning, yet too many banks and trust organizations have been forced to outsource it or lose it altogether," said Greg Murray, Chief Revenue Officer of TIFIN Give. "Together with SEI, we are enabling banks to offer a modern, white-labeled DAF experience that keeps charitable assets within their ecosystem while strengthening client and next-generation relationships."
"Banks and trust organizations are increasingly turning to modern technology to deliver a more differentiated and holistic wealth experience," said Allie Carey, Global Head of Strategy for SEI's Private Banking and Wealth Management business. "At SEI, we are committed to helping our clients stay competitive and accelerating their growth. Through the TIFIN Give platform, we are expanding our capabilities to support bank and trust clients with a seamless, white-labeled donor-advised fund experience that integrates charitable giving into their broader wealth and trust strategies."
The TIFIN Give platform provides a fully digital, intuitive experience that simplifies administration for bank teams while delivering transparency, ease of use, and flexibility for donors. The solution supports branded donor-advised funds, streamlined grantmaking, and integrated workflows designed to reduce operational friction and improve the overall client experience.
For SEI's bank and trust clients, the offering represents an opportunity to transform philanthropy into a strategic growth lever that supports asset retention, enhances client loyalty, and positions charitable planning as a long-term revenue and relationship driver.
About TIFIN Give
Give, a TIFIN company, is a donor-advised fund (DAF) platform that enables wealth firms to grow assets and strengthen relationships through modern philanthropy. By engaging the next generation, offering unmatched investment flexibility, and integrating tax-efficient strategies, TIFIN Give turns charitable giving into a strategic lever for client retention, acquisition, and expansion.
The TIFIN Group LLC (TIFIN) is a platform of products and companies that apply AI for financial services, with a focus on wealth management, asset management and insurance. TIFIN's companies include Magnifi, TIFIN @Work, TIFIN Sage, TIFIN AG, TIFIN AMP, TIFIN Wealth, Helix, Give and TIFIN AXIS. TIFIN is backed by leading investors including J.P. Morgan, Morningstar, Hamilton Lane, Franklin Templeton and SEI, among others.
About SEI®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Dec. 31, 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets. For more information, visit seic.com.
Media Contacts
Tanya Bhasin
TIFIN
tanya@tifin.com
408-332-1750
Alicia Rudd
SEI®
arudd@seic.com
610-676-3887
SOURCE The TIFIN Group
FAQ**
How does the partnership between TIFIN Give and SEI Investments Company SEIC enhance the capabilities of banks and trust organizations in offering donor-advised fund solutions?
In what ways does the TIFIN Give platform help SEI Investments Company SEIC's clients retain charitable assets that might otherwise migrate to larger national providers?
Can you elaborate on the strategic advantages banks and trust organizations gain by using TIFIN Give's white-labeled DAF solutions under the SEI Investments Company SEIC brand?
How does TIFIN Give's integration of tax-efficient strategies and investment flexibility benefit SEI Investments Company SEIC's bank and trust clients in their philanthropic efforts?
**MWN-AI FAQ is based on asking OpenAI questions about SEI Investments Company (NASDAQ: SEIC).
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