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

Non-profits, endowments, and foundations face many unique challenges, and never has it been more evident than this year. Organizations like yours are vital to helping our communities thrive, and we created this issue of Impact because we want to help you navigate this unique and ever-changing environment.

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Insights for Non-Profits

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  • May 24, 2021

    Threading the Needle: COVID-19 and Planned Giving

    Planned giving conversations are often brought up after a major life event: marriage, divorce, retirement, death in the family, etc. In some ways, the COVID-19 pandemic has been a major life event for everybody. It’s brought about significant changes in our day-to-day lives, and it’s led us all …
  • May 13, 2021

    Impact - Volume Three

    Non-profits, endowments, and foundations face many unique challenges, and never has it been more evident than this year. Organizations like yours are vital to helping our communities thrive, and we created this issue of Impact because we want to help you navigate this unique and ever-changing …
  • May 13, 2021

    Webinar: Leveraging Planned Giving in an Uncertain World

    If your organization is looking to position itself well in the future, now might be a good time to put a greater emphasis on planned giving. Juan Bendeck of Hahn Loeser & Parks, LLP, Jack Simpson of Ballad Health Foundation and Nick Cintineo of Manning & Napier, shared their …
  • April 28, 2021

    The Importance of a Gift Acceptance Policy

    What types of gifts will your organization accept? What is the process for accepting them? The answer is usually straightforward for simple cash gifts. But as an organization expands its fundraising efforts, the answers can become more complicated. Non-profits should have well defined …

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