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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.
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
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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 … -
September 27, 2018
Webinar: How Tax Reform is Really Impacting Charitable Giving
As we get closer to the end of 2018, we’re beginning to realize tax reform’s actual impact on non-profits and giving. You’ll hear from our experts on how the Tax Cuts and Jobs Act has influenced what motivates donors and how that is impacting non-profits. You will learn how … -
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 …
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.
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James Ebenhoch
Endowment/Foundation Consultant
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Mark Macpherson, CFA®, AIF®
Managing Director, Client Analytics Group
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Nicholas Cintineo, CFA®, CIPM®
Senior Investment Consultant
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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.