More Than Investment Management

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.

We Believe in Helping Those Who Help Others

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.

Endowment & Foundation Services

We manage more than $2 billion in endowment, foundation, and other not-for-profit assets

We service approximately 400 endowment, foundation, and other not-for-profit client accounts

Clientele includes educational trusts, hospital and health care foundations, religious and charitable groups

Endowment & Foundation Insights

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.

Featured Articles
Five Ways to Attract Millennial Donors

By Jim Ebenhoch, Endowment/Foundation Consultant

Millennials, between the ages of 18-32 or born after 1980, are overtaking baby boomers as the largest living population, according to the 2015 census...

Read More »

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Watch our Recent Webinar

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Nicholas Cintineo, Senior Investment Consultant, discusses some of the most common questions we’ve received from endowments and foundations about fiduciary best practices, as well as provides an update on recent developments in the field.

View all Webinar Recordings »

Upcoming Webinar: 2017 Outlook for Endowments & Foundations

Thursday, December 8, 2016

1:00pm - 1:45pm

Join us as we share our outlook for 2017 and actionable ways non-profits can overcome investment and development-related challenges they will likely face in the year ahead.

Register »

A Robust Servicing Framework

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.

Fundraising Support

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.

Download the Fundraising
Principles Guidebook »

Board & Staff Education

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.

Download the Fiduciary Best Practices for Non-Profits Checklist »

Ongoing Monitoring

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.

Spending Policy Analysis & Design

Our analysis can help your organization evaluate and, if needed, amend its spending policy using forward projections as well as historical market context.

Portfolio Management

We can help with every aspect of portfolio management for your organization.

The Endowment & Foundation Team

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.

  • James Ebenhoch

    Endowment/Foundation Consultant

  • Mark Macpherson, CFA®, AIF®

    Managing Director, Client Analytics Group

  • Nicholas Cintineo, CFA®, CIPM®

    Senior Investment Consultant

  • Bryan Burdick

    Senior Investment Consultant

  • Paul Stanzione

    Investment Consultant

Unless otherwise noted, all figures are based in USD and are as of 12/31/2014.

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.