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.

Download the Fundraising Principles 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.

Learn more about our Education Services

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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  • September 12, 2018

    Four Charitable Giving Strategies Favored by Tax Reform

    The Tax Cuts and Jobs Act has had sweeping impacts for many US entities, and the not-for-profit sector is no exception. Tax reform doubled the standard deduction for individuals and married couples filing jointly. Consequently, fewer people will choose to itemize deductions, opting for the higher …
  • July 06, 2018

    How A Custom Portfolio Can Help Non-Profits Achieve Their Mission

    Case studies are a great way for endowments and foundations to learn about what works for similar organizations. This post focuses on a common problem many organizations face: How should an investment portfolio be managed to help achieve its goals? Details of this particular case study could …
  • June 25, 2018

    Webinar: Three Case Studies in Helping Non-Profits Achieve Their Mission

    As a not-for-profit employee or board member, you have the responsibility of helping your organization meet its financial and philanthropic goals. That can feel like a heavy burden in today's ever-evolving fundraising world and volatile investment environment. The good news is …
  • 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 …

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.

  • James Ebenhoch

    Endowment/Foundation Consultant

  • Mark Macpherson, CFA®, AIF®

    Managing Director, Client Analytics Group

  • Nicholas Cintineo, CFA®, CIPM®

    Senior Investment Consultant

  • Bryan Burdick

    Senior Investment Consultant

  • 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.


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