TIFIN Give Partners with SEI to Deliver White-Labeled Donor-Advised Fund Solutions

The partnership enables banks and trust organizations to offer a modern, branded charitable giving experience to their clients.

Jan. 29, 2026 at 8:47am

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TIFIN Give, a donor-advised fund (DAF) platform, has announced a new partnership with SEI to deliver a white-labeled DAF solution to SEI's bank and affiliated wealth clients. Through this collaboration, TIFIN Give will serve as a solution provider for SEI, powering a digital, branded charitable giving experience that banks and trust organizations can offer directly to their clients.

Why it matters

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.

The details

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.

  • The partnership was announced on January 29, 2026.

The players

TIFIN Give

A modern donor-advised fund (DAF) platform designed for wealth organizations to drive growth through philanthropy.

SEI

A leading global provider of financial technology, operations, and asset management services within the financial services industry.

Greg Murray

Chief Revenue Officer of TIFIN Give.

Allie Carey

Global Head of Strategy for SEI's Private Banking and Wealth Management business.

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What they’re saying

“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. 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.”

— Greg Murray, Chief Revenue Officer of TIFIN Give

“Banks and trust organizations are increasingly turning to modern technology to deliver a more differentiated and holistic wealth experience. 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.”

— Allie Carey, Global Head of Strategy for SEI's Private Banking and Wealth Management business

What’s next

The partnership between TIFIN Give and SEI is expected to enable banks and trust organizations to offer the white-labeled donor-advised fund solution to their clients in the near future.

The takeaway

This partnership highlights the growing importance of charitable giving as a strategic component of wealth management, and the need for banks and trust organizations to offer modern, integrated solutions that keep charitable assets within their ecosystem and strengthen client relationships.