Search
Filter by type
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.
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.
Download 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
Sign up to stay up-to-date with the latest industry trends and topics.
-
February 08, 2019
Webinar: 2019 Outlook for Non-Profits
After a year filled with uncertainty surrounding tax reform and market volatility, in addition to ever-evolving donor behaviors, non-profits are eager to take what they’ve learned in 2018 and take on another year of doing good. In our 2019 Outlook for Non-Profits, we discuss … -
January 24, 2019
Four Lessons Non‐Profits Can Learn From 2018
2018 was an eventful year from both an investment and fundraising perspective. Since the New Year is upon us, we thought we’d take this opportunity to reflect on the past year. Consider what these lessons might mean for your organization as we enter into 2019. You can learn actionable ways to … -
November 20, 2018
#GivingTuesday: The Kick-off to Year-End Giving
With the holidays and gift-giving season upon us, now is the time to start thinking about your organization’s year-end fundraising campaigns. Kicking off the year-end giving frenzy is #GivingTuesday, a global day of giving, which occurs this year on Tuesday, November 27th. Last year, # … -
October 30, 2018
Socially Responsible Investing Plays the Matchmaker Between Millennials and Non-Profits
Over the past several years, the investing marketplace has shown a growing interest in socially responsible investing, or SRI. In a previous post, we outlined how SRI strategies are well suited to non-profit portfolios, given their dual focus on investment returns and social benefit, along with …
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
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.