Insights for Non-Profits

Non-profits depend on the dedication of its board, staff, and volunteers to make their mission a reality. Without an educated, engaged board and staff, an endowment or foundation may find it difficult to articulate its long-term goals and set a path to achieve them.

Leadership turnover is a natural occurrence, but can make it difficult to keep board members involved and engaged. Organizations actually encourage new faces by setting term limits for board members. This presents the challenge of getting new members involved, while also preserving the continuity of knowledge from prior board members.

To help ensure you are getting the best from your board members and staff, Manning & Napier’s Endowment & Foundation team offers customizable educational services. We recognize the diverse backgrounds of many boards and the myriad issues they face, we will work with your organization to develop a training that best meets your educational needs.

Our Board & Staff Education Service includes the following topics to help leadership stay knowledgeable and engaged:

Fundraising Training

• Donor identification
• Donor relations and stewardship
• Planned giving

Spending Policies

• Common spending rules
• How to design and implement a spending policy
• Impact of short-term spending on long-term goals

Investment-Related Fiduciary Issues

• Fiduciary responsibility
• Diversification, fees and prudence
• Personal liability

Portfolio Management

• Investment basics
• Objective setting
• Active and passive management
• Asset allocation and security selection