If you start a Donor Advised Fund with less than $250,000, your money will be pooled with SEI, a leading asset manager with more than 475 clients worldwide, as our Outsourced Chief Investment Officer (OCIO) to maximize the foundation’s investment assets. As a donor, you will greatly benefit from this strategic partnership.

If you open a fund and maintain a balance of $250,000, you have the option of investing your money with one of our preferred partners.  To learn more details call our office 336.882.3298.