Guidebook

Keeping Your Board & Staff Engaged

What's inside

  • Donor identification

  • Stewardship

  • Capital campaigns

  • Planned giving

  • How to prioritize risk

  • Design a spending policy

  • Investment basics

  • Objective setting

  • Fiduciary responsibilities

Education drives advancement

Your key personnel help make your organization's mission a reality. Our guidebook provides the information your board and staff need to ensure your organization is operating at its fullest potential.

Learn tips on how to enhance fundraising skills, develop spending rules and policies, set objectives and guidelines for your organization's portfolio, understand fiduciary responsibility, and use market context to make informed decisions.

 

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A partner for your mission

Non-profit leaders and boards of directors have partnered with Manning & Napier for holistic and active investment management for decades.

No cause is too big or small for our team of fiduciaries, planners, and investment professionals. We work side by side with your organization to understand your mission, values, and goals – ensuring your operations remain strong and impactful for the communities we live in.

Connect with us

Additional Resources

NP-Guide-Endowment
Toolkit

Growing Your Endowment

Featuring multiple donor outreach templates, an endowed giving prospect scorecard, infographics, and more, this toolkit is filled with actionable resources to help enhance your fundraising and effectively grow your endowment.

Download now
NP-Guide-RFP
Evaluation Tools

RFP Template and Scorecard

The process of evaluating your investment advisor may feel overwhelming, but these tools are designed to make it easier. Get a customizable Request for Proposal template along with a scorecard for evaluating investment advisors.

Download now
NP-Guide-Fundraising
Guidebook

Fundraising 101

This guide features an overview of the fundraising cycle, the gift pyramid, and donor segmentation strategies. It's filled with practical, real-world tools to help you attract, cultivate, and retain donors—building lasting relationships that sustain your cause.

Download now
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