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.

We Believe in Helping Those Who Help Others

 

James Ebenhoch, Endowment/Foundation Consultant, gives an overview of our services.

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 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.

Learn more about our Education Services

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

We make your mission our mission, with services like fundraising support, board and staff education, and planned giving solutions. We created this inaugural issue of Impact because we believe in helping those who help others. While we recognize that each organization’s financial situation is complex in its own unique way, we hope you find value in our resources.

Download your copy


Endowments & Foundations Blog

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  • October 07, 2019

    The Future of Philanthropy is More Strategic Than You Think

    Any organization that relies on philanthropy to operate should be planning carefully for the future. Like many things, philanthropy is an exercise in free will. People choose what to support based on their opinions, experiences, recommendations, etc. – just like they choose what to buy from a …
  • August 22, 2019

    Tapping into the Great Wealth Transfer

    It is estimated that over the next 10 years, nearly $9 trillion will transfer from one generation to the next, but the so-called “great wealth transfer” doesn’t stop there. Over the next 50 years, a staggering $97 trillion is expected to transfer across generations. Numbers like these are a huge …
  • July 29, 2019

    Impact

    Non-profits, endowments, and foundations face many unique challenges, especially when it comes to reaching their financial goals. We created this inaugural issue of Impact because we believe in helping those who help others. Impact contains articles and information on investing, lessons learned, …

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

CIPM® is a trademark owned by the CFA Institute.


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