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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.
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.
Insights for Non-Profits
Sign up to stay up-to-date with the latest industry trends and topics.
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January 24, 2023
3 Ways Your Organization Can Start the Year off Right
New year, new aspirations! Now is a great time to set goals, get on track, and manifest a successful year ahead. To give context to what to expect in financial markets and the economy this year, we will be sharing our Outlook on February 9, sign up today to reserve your spot. Until then, read … -
December 27, 2022
An Inside Look into Navigating the Non-Profit RFP Process
A request for proposal, or RFP, is an important tool when selecting an investment advisor. Non-profit leaders have a fiduciary duty to select advisors in a prudent manner, and by executing a formal RFP process, organizations can fulfill their responsibility by interviewing multiple advisors in … -
November 28, 2022
4 Tax-Efficient Strategies to Boost Year-End Giving
In the spirit of gift-giving season being in full swing, now is the time to jumpstart your organization’s year-end fundraising plan. The season starts on Giving Tuesday, taking place on November 29th, and there’s a few ways to entice donor generosity. We don’t need to tell you how … -
October 25, 2022
When Disaster Strikes
When natural disasters strike, non-profits play crucial roles in response and recovery efforts – but may also be directly impacted themselves. From making sure your team is safe, to navigating disruptions in operations and donor outreach, how can non-profits ensure they remain effective in the …