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

December 15, 2016

How to Increase Donations by Promoting Tax-Friendly Gifts

With year-end approaching, now is the ideal time to educate your donors on tax-efficient methods of giving. Learn more about gifting appreciated stock and other best practices for non-profits.

December 12, 2016

Webinar: 2017 Outlook

There seems to be little historical precedent for today’s market environment. How do endowments and foundations plan for the future during these remarkable times? Nicholas Cintineo, Senior Investment Consultant, and James Ebenhoch, Endowment & Foundation Consultant, share our outlook for 2017...

November 15, 2016

How Portfolio Modeling Tools Can Help Manage Risk

Risk is a core consideration in endowment and foundation portfolios. This post looks at three portfolio modeling techniques that can help manage uncertainty.

October 06, 2016

What Should I Know Before Becoming a Board Member?

This is a common question from people considering joining a non-profit board. Most have probably already heard of the broad set of duties entrusted to fiduciaries (i.e., fiduciaries have a duty of care, loyalty, and obedience to the organizations they serve). Before becoming a board member, it’s important to...

Would you like to receive Endowment & Foundation insights updates?

Sign Up »

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.

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.