Fulfilling Your Mission

Non-profit organizations and their supporting endowment or foundation are instrumental to our communities. With more than 40 years of experience partnering with non-profits, we understand the intricacies of sustaining your mission – and provide customized planning and investment management to help you achieve long‑term financial stability.

A Mission-Aligned Partnership

Non-profit leaders and boards of directors have partnered with Manning & Napier for holistic and active investment management for decades. No cause is too big or small for our team of fiduciaries, planners, and investment professionals. We work side by side with your organization to understand your mission, values, and goals – ensuring your operations remain strong and impactful for the communities we live in.

Partner with us and submit an RFP

“Working with Manning & Napier really feels like having a team in your corner. We really appreciate their experience working with non-profits and their understanding of the nuanced needs of an organization like us.” - Arts & Cultural Organization*

A Specialized Approach

Our approach is customizable to align with each organization's unique goals, ensuring long-term value and empowering your organization to succeed. Backed by an experienced team of financial planners and investment analysts, we will advise on long-term plans accounting for asset allocation, risk tolerance, all while actively managing your portfolio through various market conditions.

Fiduciary Responsibility

We will act in your organization’s best interest while also guiding your board of directors on meeting it's own fiduciary responsibilities with planning, monitoring, and reporting support.

Investment Management

As the backbone of your organization, your endowment or foundation investments need to appropriately reflect the risk tolerance, time horizon, and spending and withdrawal needs outlined in your investment and spending policies.

Learn more about our investment approach

Customizable
Planning

Every portfolio is paired with a comprehensive financial plan that accounts for your organization’s unique needs. We believe that a successful plan forecasts spending needs and withdrawals and helps determine fundraising needs and investment strategy.

Experience You Can Trust

235

endowment or foundation organizations served

$19.4

billion in assets under management (AUM)

50

states served by dedicated
regional teams

95%

retention rate echoes our clients' trust and confidence

Data is as of 12/31/2024.

Organizations We Partner With

  • Schools, Colleges, and Universities
  • Hospital and Healthcare Organizations
  • Churches, Cemeteries, and Religious Organizations
  • Humane Societies and Animal Welfare
  • Private & Family Foundations
  • Arts & Cultural Organizations
  • Veterans’ Organizations
  • Community Foundations

Services We Provide

We recognize that there is no one-size-fits-all approach, and have developed specialized services that are customized to help your organization meet its financial goals. After all, your time and energy are better spent on your mission, not paperwork or legal details.

Our analysis starts with a thorough understanding of your unique situation and uses market context and cash flow modeling to help you strike the ideal balance between pursuing near-term needs and long-term goals.

Deliverables:

  • Evaluate (or develop) investment and spending policies
  • Dynamic cash flow modeling
  • Asset allocation studies
Investment, Spending, and Gift Policy Design
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With our processes and time-tested active investment management disciplines, you can feel confident about supporting your withdrawals needs without sacrificing long-term growth. Our dynamic asset allocation and risk-aware approach are built to help your portfolio meet your goals.

Investment Strategies:

  • Multi asset class
  • Mutual funds
  • ETFs
  • Alternatives
Active Investment Management
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We can help you fulfil your fiduciary duty with a reasonable, fact-based process for making financial and investment decisions, grounded in careful analysis and investigation all designed to help you continuously meet withdrawal needs.

Deliverables:

  • Create a fiduciary monitoring report (FMR)
  • Ensure adherence to active asset allocation and risk management with active monitoring
Active Fiduciary Monitoring
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Well-informed, knowledgeable board members and staff are key to helping your organization thrive. Keep everyone involved and engaged with education services that cover a variety of topics important to the non-profit space.

Deliverables:

  • Training events – The State of Giving
  • Market and economic outlooks
Mission, Donor, and Board Governance Education
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Gain an outside analysis of your fundraising efforts, complemented with best practices to help increase funding from current and potential donors through planned giving initiatives.

Deliverables:

  • Planned giving programs
  • Gift policies and collateral
  • Donor cultivation
Fundraising Support
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Support & Resources

We go beyond plans and portfolios to help your team accomplish your next project or campaign with ongoing and timely resources like access to experts, industry insights, and time-saving materials.

Toolkit

Growing Your Endowment

Featuring multiple donor outreach templates, an endowed giving prospect scorecard, infographics, and more, this toolkit is filled with actionable resources to help enhance your fundraising and effectively grow your endowment.

Download Toolkit

Evaluation Tools

Tools to Evaluate Your Investment Advisor

It’s best practice to evaluate your investment manager every 3-5 years. When is the last time you assessed yours?

Download free evaluation tools

Guidebook

Board & Staff Education

Your key personnel help make your organization’s mission a reality. Download our guide and get the information your board and staff need to ensure your organization is operating at its fullest potential.

Download Guidebook

 

View additional insights for non-profits

Contributing Alongside You

We don’t just advise on giving—we participate in it. We encourage all our employees to actively engage with the organizations driving change in our communities and proudly offer:

  • Corporate sponsorships 
  • Paid volunteer days 
  • Charitable match program 
  • Annual giving initiatives 

Does your organization need volunteers? Let us know how we can help!

Our Endowment & Foundation Specialists

In addition to working with a dedicated financial consultant, relationship manager, and service team, organization's have access to non-profit & investment experts that are passionate about making your mission, their mission.

Submit an RFP to us for our financial planning & investment management services

If your organization is exploring a new investment manager and advisory partner, we would welcome the opportunity to be considered in your search process. We would be pleased to provide additional information or respond to a formal RFP.

Submit an RFP

Addressing the challenges non-profit face today

We share insights and resources designed to help our clients and partners stay up-to-date with the latest industry trends and topics.

Align your mission and investments

We partner with you to address challenges and plan for the goals you have for the future. We would love the chance to discuss how we can help.

*Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials were solicited from select clients who we believed had positive experiences with Manning & Napier. No cash or non-cash compensation was provided for the testimonials. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

Chartered Financial Analyst® is a trademark owned by CFA Institute.

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