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At Manning & Napier, we understand that different organizations face different challenges. Recognizing that there is no one-size-fits-all approach, we have developed a focused set of services that are customized to help your organization meet its financial and philanthropic goals.
Our Endowment & Foundation Services provide five pillars of support to help organizations achieve their core charitable and philanthropic missions.
Watch our video to learn more about this comprehensive service.
We offer a level of support far beyond investment management that can truly add value to your organization’s efforts by addressing the challenges endowments and foundations face today.
May 19, 2017
Documentation is a simple but often overlooked aspect of a successful endowment or foundation. Not only is it a way to record processes and procedures, but it’s also closely related to the duties of care and obedience that each fiduciary in an organization is bound to.
April 04, 2017
What is your organization's investment priority? We consider the three most common objectives and how to align your investment approach.
March 13, 2017
Investment income can be an important tool for endowment and foundation portfolios. But in today’s low interest rate world, traditional income solutions may no longer fit the bill. In this webinar we explore opportunities...
February 27, 2017
How should an organization go about finding funding sources for a newly created foundation? In our new post, we discuss strategies to jumpstart funding.
We offer services that align your goals with the right tools to achieve them. From meeting spending needs and evaluating investment options, to fiduciary best practices and fundraising support, Manning & Napier is committed to partnering with your organization to help it achieve its mission.
Manning & Napier offers a full spectrum of services that focus on the various stages of fundraising. We can help identify and implement strategies designed to increase funding from current and potential donors.
To keep your members involved and engaged, we offer education services that cover a variety of topics and are customized to the sophistication level of your group.
Our services include meeting with your organization to review a consolidated progress report that assesses how close you are to meeting your fundraising, spending, education, and investment goals.
Our analysis can help your organization evaluate and, if needed, amend its spending policy using forward projections as well as historical market context.
We can help with every aspect of portfolio management for your organization.
Our team is here to help you take a holistic approach in managing your financial needs. We look forward to discussing how we can help you meet your goals.
Unless otherwise noted, all figures are based in USD and are as of 12/31/2016.
Chartered Financial Analyst® (CFA®) is a trademark owned by CFA Institute.
Certain account minimums may apply to be eligible for Manning & Napier’s endowment and foundation services.
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