Glenmede has provided OCIO services to charitable organizations for more than 60 years, and our clients gain the benefit of an operational infrastructure designed for sophisticated investment and advisory needs. At the heart of our platform is a focus on simplifying an organization’s financial picture, providing customized reports and partnering with our clients on education and training for fiduciary responsibilities and best practices. Our platform is designed to help assist charitable organizations in the following areas:

Planned Giving Administration and vehicles
Charitable Remainder Unitrust management
Donor Development and Stewardship
Sub-accounting Services

For specific information about the services we offer related to education and training click here.