Endowments & Foundations

More Than Investment Management

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.

Our Endowment & Foundation services provide five pillars of support to help organizations achieve their core charitable and philanthropic missions.

Learn more about our services

Our team is here to answer any questions you may have. Contact us if you would like to learn more about our Endowment & Foundation services.

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 101 Guidebook

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.

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.

Portfolio Management

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

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.


Thought Leadership

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.

Impact: Helping Endowments & Foundations Succeed

Whether you’re a non-profit leader, focused on fundraising, a volunteer on a non-profit board, or something in between we have something for everyone in our fourth edition of Impact.

Download your copy


Insights for Non-Profits

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  • September 27, 2022

    Four Policies Every Organization Needs for an Endowment

    What goes into managing and growing a successful endowment? There are many important elements such as a committed board and staff members, knowledgeable and stable leadership, and strong financials and reputation. Having reliable policies is also a necessity. These documents not only form the …
  • August 30, 2022

    Best Practices for Evaluating Your Investment Advisor

    Non-profit boards and investment committees have an important fiduciary responsibility. They must always do what is in the best interest of their organizations for their investment portfolios. This responsibility even exists when management decisions are delegated to third party investment …
  • July 25, 2022

    Collaboration Works Wonders

    With a dedicated mission, Westerville Area Resource Ministry (WARM) has become one of the Westerville community's most trusted non-profits thanks to their proactive and clearly-defined approach to identifying donors and cultivating relationships. Now celebrating its 50th anniversary, WARM is a …
  • July 06, 2022

    Dealing with Inflation as a Non-Profit

    Earlier this year, the Consumer Price Index reported a more than 8% inflation rate, a remarkable rise and the highest reading in the United States in over 40 years. But you probably don’t need us to tell you that prices are on the rise. Everything from food and groceries to gas and travel …

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