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 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

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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  • September 24, 2020

    When is the Right Time to Start an Endowment Fund?

    Creating an endowment & foundation investment fund can be confusing. There’s a lot of decisions to make, and it can be difficult to know when the timing is best for your organization. Below, we’ve outlined our answers to some frequently asked questions about the establishment of endowment funds. …
  • August 19, 2020

    The Big Takeaways from the Big Give

    We had the opportunity to chat with Natalie Parscher, Vice President for Communications and Marketing at the Columbus Foundation, about the success of their most recent fundraising campaign, The Big Give. The Columbus Foundation launched the fundraiser in 2011 and holds it every 2-3 years. The …
  • July 30, 2020

    Webinar: Women in Philanthropy

    Women have been known champions of philanthropy for decades. They have a long history of working in the non-profit space, as well as volunteering for causes that align with their personal mission. Now that women’s wealth is on the rise, we are seeing increased monetary giving …
  • July 22, 2020

    A Mid-Year Recap and Outlook for Endowments and Foundations

    Change happened rapidly over the first six months of 2020. Many non-profit leaders are wondering how they can possibly prepare for what might come next. We believe the first step is to review what has happened, think strategically about the best way forward, and write it down in an actionable …