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 approximately $2 billion in endowment, foundation, and other not-for-profit assets

We service more than 300 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

July 25, 2017

Four Elements of Effective Mission Statements

One advantage private foundations have over other forms of philanthropy is their longevity. A foundation can extend a donor’s generosity over many years, potentially even after he or she has passed away. However, longevity can bring with it added complication, particularly with regards to an organization’s philanthropic mission.

June 22, 2017

Four Tips for an Effective Fundraising Database

Donors play a very critical role in the livelihood of every non-profit organization. A significant challenge many non-profits face is how best to manage all of the details about their donors’ giving habits while maintaining all of the personal details that are needed to track successful relationships.

June 09, 2017

Webinar: Fundraising FAQs

We share the answers to some of the most common questions we receive on fundraising. Learn more about fundraising tips, best practices, and important considerations.

May 19, 2017

Documentation: A Simple Step to Strengthen Fiduciary Oversight

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.

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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 12/31/2016.

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.