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Endowments & Foundations
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.
James Ebenhoch, Endowment/Foundation Consultant, gives an overview of our services.
Request a copy of our Endowment & Foundation Services Brochure
We manage more than $2 billion in endowment, foundation, and other not-for-profit assets
We service approximately 400 endowment, foundation, and other not-for-profit client accounts
Clientele includes educational trusts, hospital and health care foundations, religious and charitable groups
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.
Endowments & Foundations 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.
Endowments & Foundations Blog
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May 21, 2018
Making Socially Responsible Investing Work for Endowments and Foundations
Traditionally, endowments and foundations kept separate functions for their investment and mission related activities. Investment returns are typically used to fund a non-profit’s mission, but decisions on where and how to invest were usually made independently from philanthropy. This notion is … -
April 26, 2018
Get the Best from Your Board
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. -
March 21, 2018
Balancing Varying Perspectives in Your Endowment/Foundation Spending Decisions
Spending decisions are at the core of what endowments and foundations are designed to do. Spending, in this case, refers to distributions or withdrawals designated to support the missions of non-profits and charities. Despite most agreeing on the importance of these decisions, there may be little … -
March 01, 2018
Webinar: A Closer Look at Spending for Endowments & Foundations
When it comes to spending, different stakeholders might see endowments or foundations in radically different lights. These varying perspectives can have a major impact on your organization’s investments, policies, and fundraising. We review each of these perspectives in detail, …
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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Mark Macpherson, CFA®, AIF®
Managing Director, Client Analytics Group
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Nicholas Cintineo, CFA®, CIPM®
Senior Investment Consultant
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Bryan Burdick
Senior Investment Consultant
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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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.