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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  • May 18, 2022

    The Non-Profit Volatility Advantage

    Market selloffs are never easy. It doesn’t matter whether you are an individual investor, a financial professional, or a non-profit organization, down markets are difficult to get through. But unlike many investors, the endowments and foundations that support non-profits and their missions …
  • May 09, 2022

    Impact - Volume Four

    Get new ideas and fresh inspiration to serve your mission so you can do more of what you do best – raising money and driving results for those you serve. Feature articles include: Building Your Endowment in Five Steps Reasons to Make Board Diversity a Priority All That's Certain is …
  • April 29, 2022

    5 Tips and Tricks for Keeping Board Members Engaged

    Behind every successful non-profit organization is a strong board of directors. After finding and training a dedicated board, the critical next step is keeping members engaged and educated. The COVID-19 pandemic has made board engagement even more challenging since in-person contact has been …
  • March 28, 2022

    5 Ways to Encourage Donor Confidence

    Donor confidence is often the golden ticket when it comes to building lasting relationships and attracting meaningful gifts. You might be able to grab someone’s attention for an initial gift if they’re interested in your mission, but ongoing support and “investment”-level giving (including …