The UND Foundation is proud to work with SEI, our outsourced chief investment officer. SEI has been delivering investment outsourcing solutions for more than 25 years and manages $21.2 billion on behalf of 169 nonprofit clients (as of June 30, 2016.) SEI’s professionals created a custom investment portfolio designed to meet our organizational and financial goals, and the SEI solution allows us to focus on fulfilling our university's mission.
provides Charitable Remainder Trust (CRT) donors:
- Personal account administrator
- Introduction packet
- Quarterly account reports, including portfolio holdings and account activity
- 24-hour account access
- Investment performance information available upon request
- Trust administration fee of 3/10th of 1 percent