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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
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.
Insights for Non-Profits
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December 21, 2021
How Teens Can Make a Huge Difference in your Organization
Campbell Collins is a Finance major at Wake Forest University, and a former Manning & Napier Intern with our Advisory Services team. As a young philanthropist, she has worked with Teens for Haiti for several years, also serving as the organization’s Director of Fundraising. Campbell has seen … -
November 17, 2021
4 Tax-Efficient Strategies to Boost Year-End Giving
With the holidays and gift-giving season right around the corner, now is the time to finalize your organization’s year-end fundraising plan. Kicking off this year’s final push is Giving Tuesday, taking place on November 30th. While the COVID-19 pandemic has proven to be one of the most … -
October 25, 2021
Planning, Values, and Fundraising: an Interview with Foodlink
When the COVID-19 pandemic struck last March, it laid bare the chronic issue of food insecurity. The immediate closure of schools showed us how many children relied on the healthy meals that were provided to them each day, and as unemployment levels soared, we saw the basic need for food become … -
September 30, 2021
Fiduciary Monitoring Helps Trustees Stay on Top of Their Game
Non-profit fiduciaries have a duty of care to their organizations. Everyone knows they should be acting in the best interest of the organizations they serve. It’s the right thing to do. But do you and your board members realize that when it comes to financial matters, not only is ‘best interest’ …