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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.
We Believe in Helping Those Who Help Others
James Ebenhoch, Endowment/Foundation Consultant, gives an overview of our services.
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.
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
Non-profits, endowments, and foundations face many unique challenges, and never has it been more evident than this year. Organizations like yours are vital to helping our communities thrive, and we created this issue of Impact because we want to help you navigate this unique and ever-changing environment.
Insights for Non-Profits
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June 29, 2020
Impact - Volume Two
Non-profits, endowments, and foundations face many unique challenges, and never has it been more evident than this year. Organizations like yours are vital to helping our communities thrive, and we created this issue of Impact because we want to help you navigate this unique and ever-changing … -
June 29, 2020
Five Things You Should Know About Giving Circles
A giving circle is a group of philanthropic individuals that come together to pool dollars collectively and decide where to donate the funds. Most giving circles are started by a small group of interested friends, family members, coworkers, and neighbors who all have a shared interest in giving … -
June 12, 2020
Webinar: Impact of CARES Act and SECURE Act on Non-Profits
We partnered with AFP of Western New York to give a presentation on the CARES and SECURE Acts, and the highlights, challenges, and opportunities that they present to non-profits. -
May 29, 2020
Virtual Reality: How to Transition an In-Person Event During a Pandemic
Catherine Pulver Vice President of District Operations & Strategic Initiatives Junior Achievement of Central Upstate New York Guest contributor, Catherine Pulver, shares how her organization was able to reimagine and successfully transition an in-person event to a virtual event amidst …
The Endowments & Foundations 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.
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James Ebenhoch
Endowment/Foundation Consultant
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Dana Vosburgh, CFP®
Managing Director, Advisory Services
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Nicholas Cintineo, CFA, CIPM®
Senior Investment Consultant
CIPM® is a trademark owned by the CFA Institute.