TIFIN Give Partners with SEI to Deliver White-Labeled Donor-Advised Fund Solutions to Bank and Trust Clients

Rhea-AI Summary

TIFIN Give partnered with SEI (SEIC) to deliver a white-labeled donor-advised fund (DAF) solution for SEI's bank and affiliated wealth clients. The collaboration builds on SEI's 2024 strategic investment in TIFIN and enables banks and trust organizations to launch branded charitable funds with streamlined onboarding, grantmaking, and reporting.

The platform is purpose-built for bank and trust operating models and aims to retain charitable assets, deepen client relationships, and engage next-generation donors through a fully digital, end-to-end DAF experience.

News Market Reaction

+2.25%

4 alerts

+2.25% News Effect

+$247M Valuation Impact

$11.21B Market Cap

0.3x Rel. Volume

On the day this news was published, SEIC gained 2.25%, reflecting a moderate positive market reaction. Our momentum scanner triggered 4 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $247M to the company's valuation, bringing the market cap to $11.21B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Share price: $86.10 Daily move: 1.72% Volume today: 845,796 shares +5 more

8 metrics

Share price $86.10 Pre-news current price for SEIC

Daily move 1.72% Price change over prior 24 hours

Volume today 845,796 shares Compared with 20-day average volume of 532,396

52-week high $93.96 Pre-news 52-week high level

52-week low $64.6622 Pre-news 52-week low level

Market cap $10,363,271,662 Pre-news equity value for SEIC

Short interest 1.29% Short interest as a percentage of float

Dividend per share $0.52 Regular semi-annual cash dividend declared Dec 12, 2025

Market Reality Check

Price: $87.85 Vol: Volume 845,796 is 1.59x t...

high vol

$87.85 Last Close

Volume Volume 845,796 is 1.59x the 20-day average of 532,396 shares. high

Technical Price $86.10 is trading above the 200-day MA at $84.56.

Peers on Argus

SEIC gained 1.72% with mixed peer moves: IVZ up 2.45%, EQH up 0.50%, NTRS up 0.2...

SEIC gained 1.72% with mixed peer moves: IVZ up 2.45%, EQH up 0.50%, NTRS up 0.25%, BEN up 0.12%, while TROW slipped 0.14%, suggesting stock-specific drivers over a broad sector rotation.

Previous Partnership Reports

5 past events · Latest: Jan 27 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 27	Trustee partnership	Positive	-0.8%	SEI Trust Company named trustee for four new Mackenzie CITs.
Nov 18	Wealth platform deal	Positive	-0.7%	Syverson Strege migrating $1B AUM to SEI Wealth Platform.
Oct 02	Tech infrastructure pact	Positive	+0.9%	Graphene partnership to enhance wealth platform infrastructure.
Sep 02	Operations outsourcing	Positive	-0.2%	Nephila Capital selecting SEI for global back- and middle-office work.
Jul 18	Strategic investment	Positive	-0.4%	SEI acquiring 57.5% stake in Stratos Wealth Holdings for $527M.

Pattern Detected

Recent partnership announcements often saw share price weakness despite strategically positive framing, with 4 of 5 events declining over the following session.

Recent Company History

Over the past year, SEI has repeatedly used partnerships to extend its Wealth Platform and services. Since Jul 18, 2025, it announced a strategic investment in Stratos Wealth Holdings, a global strategic partnership with Nephila Capital, and technology-focused collaborations with Graphene and Syverson Strege. Most recently, on Jan 27, 2026, Mackenzie Investments chose SEI Trust Company as trustee for new CITs. This new TIFIN Give partnership continues SEI’s pattern of leveraging third-party platforms to deepen bank and wealth relationships.

Historical Comparison

partnership

+0.6 %

Average Historical Move

Historical Analysis

In the past 12 months, SEI issued 5 partnership updates with an average next-day move of 0.61%, suggesting typically modest market reactions to similar announcements.

Typical Pattern

Partnerships show a progression from strategic investments in distribution (Stratos, Syverson Strege) to operational outsourcing (Nephila) and technology infrastructure collaborations (Graphene), reinforcing SEI’s platform- and ecosystem-led growth approach.

Market Pulse Summary

This announcement extends SEI’s strategy of partnering with specialized platforms to deepen its offe...

Analysis

This announcement extends SEI’s strategy of partnering with specialized platforms to deepen its offerings for banks and trust organizations. The TIFIN Give collaboration targets donor-advised funds as a way to retain charitable assets and enhance client relationships. In the past year, SEI’s partnership news has produced modest average moves of 0.61%, often emphasizing technology, distribution, and operational scale. Investors may watch how quickly bank clients adopt the white-labeled DAF platform and whether it features in future earnings commentary.

Key Terms

donor-advised fund, DAF, white-labeled

3 terms

donor-advised fund financial

"TIFIN Give, the modern donor-advised fund platform designed for wealth organizations"

A donor-advised fund is a charitable giving account that lets an individual or family deposit cash, stock, or other assets now, get an immediate tax benefit, and then recommend grants to charities over time. Think of it like a private charitable bucket you control without running a charity yourself; investors care because it’s a tax-efficient way to give appreciated securities, can change when and how donated shares enter the market, and affects personal and corporate tax planning.

DAF financial

"deliver a white-labeled donor-advised fund (DAF) solution to SEI's bank"

A donor-advised fund (DAF) is a charitable account that lets an individual or family give cash or securities into a tax-advantaged “charity bucket,” take an immediate tax benefit, and later recommend which nonprofits should receive grants. For investors, DAFs matter because they can change the timing of donations, allow tax-efficient giving of appreciated stocks or shares, and influence the supply of donated securities that may be sold by the fund, which can affect market liquidity and share prices.

white-labeled technical

"deliver a white-labeled donor-advised fund (DAF) solution to SEI's bank"

A white-labeled product or service is made by one company but sold under another company's name and branding, like a generic item given a store’s label. For investors, it matters because it can boost sales and scale quickly without heavy development costs, but it also hides who controls quality, pricing power and customer relationships—factors that affect profit margins, brand risk and the reliability of future revenue.

AI-generated analysis. Not financial advice.

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

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SOURCE The TIFIN Group

FAQ

What does the TIFIN Give and SEI (SEIC) partnership provide to bank and trust clients?

It provides a white-labeled, fully digital donor-advised fund platform to banks and trusts. According to SEI and TIFIN Give, the solution supports branded DAFs with streamlined onboarding, grantmaking, administration, and reporting tailored to bank operating models.

How does the SEI-TIFIN Give solution aim to affect asset retention for banks (SEIC)?

The solution aims to help banks retain charitable assets that migrated to national providers. According to the companies, offering an in-house branded DAF lets banks keep assets, deepen client relationships, and engage next-generation donors.

Will SEI bank and affiliated wealth clients be able to use a branded donor experience with the new DAF?

Yes, clients can launch proprietary, branded donor-advised funds under their own name. According to TIFIN Give, the platform combines a branded donor experience with end-to-end administration and investment flexibility suited for banks and trusts.

What operational benefits does the TIFIN Give platform claim to deliver to bank teams?

The platform claims to simplify administration and reduce operational friction for bank teams. According to the companies, it provides streamlined workflows, integrated reporting, and an intuitive digital interface that eases day-to-day DAF operations.

How does the partnership between SEI (SEIC) and TIFIN Give relate to SEI's prior strategic investments?

The partnership expands on SEI's 2024 strategic investment in TIFIN to advance innovation and growth. According to SEI, this collaboration accelerates capabilities to support bank and trust clients with a seamless white-labeled charitable giving experience.