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.

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

Sign up to stay up-to-date with the latest industry trends and topics.


  • December 15, 2017

    Webinar: Fundraising & Finances FAQs

      Between uncertainty lingering in the markets and new trends in donor behavior, non-profit organizations have many questions as they prepare for 2018. Our Endowment/Foundation team discusses the questions they hear most frequently from non-profits and share actionable steps your …
  • December 11, 2017

    Three Ways to Attract Millennial Donors Using Social Fundraising

    Crowdfunding, or social fundraising, is becoming an increasingly popular and effective fundraising strategy for non-profits. This tactic is especially successful in attracting and engaging millennial donors. According the Pew Research Institute, more than 62% of Millennials and Gen Xers use their …

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.


Loading...