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Planning for mission-driven organizations

We understand the intricacies of sustaining your mission – and provide customized planning and investment management to help you achieve long-term financial stability.

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A partner for your mission

For decades, non-profit leaders and boards of directors have entrusted Manning & Napier to develop a sustainable and thoughtful financial plan that will support their mission for years to come. 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.

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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.

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.

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.

Guided by expertise, driven by care

In addition to your dedicated financial consultant, relationship manager, and service team, organizations will be also benefit from the expertise of our Endowment & Foundation specialists and Wealth Management Investment Office – all seasoned professionals that are passionate about making your mission, their mission.

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What to expect in your first meeting with us

Together we will...
  • Learn more about your mission and any current hurdles or concerns
  • Review your current approach and plan components (policies, asset allocation, accounts)
  • Identify opportunities for plan enhancement
  • Share how we work with organizations from board to staff, and how our team connects with each group

 

Common Questions

We invite anyone from your organization to join who can provide insight into the mission and vision of the organization and its finances.

  • Board members
  • Investment committee members
  • Executive Directors or CEOs
  • Development/Fundraising Directors
A comprehensive plan will help set your organization up for success, as it evolves in real-time to account for your organization’s evolving needs. We apply our firm’s active approach to every partnership and plan. From withdrawal needs and asset allocation to risk tolerance and management, we strive to help you achieve organizational short- and long-term goals.

Investment managers, financial advisors, and non-profit boards and staff all must conduct themselves in accordance with their fiduciary responsibilities. This includes having a reasonable, fact-based process for making financial and investment decisions, grounded in careful analysis and investigation – with all decisions made in the best interest of the organization.

And yes, Manning & Napier is proud to be a fiduciary. That said, we don’t need a fancy title to know that the right thing to do is whatever is best for our clients. You deserve a partner who is transparent, advocates for you, and is always on your side, and you can count on Manning & Napier for all of that and more.

More than 40 years of experience behind you

In the 40+ years of providing endowment and foundation services, we’ve worked with and supported organizations of all sizes and causes.
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

A full suite of services to help you thrive

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

Investment, Spending, and Gift Policy Design

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

Active Investment Management

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

Fiduciary Monitoring

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

Mission, Donor, and Board Governance Education

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

Fundraising Support

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

Investment, Spending, and Gift Policy Design

Investment, Spending, and Gift Policy Design

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

Active Investment Management

Active Investment Management

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

Fiduciary Monitoring

Fiduciary Monitoring

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

Mission, Donor, and Board Governance Education

Mission, Donor, and Board Governance Education

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

Fundraising Support

Fundraising Support

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

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!

Connect with us
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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
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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 now
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Evaluation Tools

RFP Template and Scorecard

The process of evaluating your investment advisor may feel overwhelming, but these tools are designed to make it easier. Get a customizable Request for Proposal template along with a scorecard for evaluating investment advisors.

Download now
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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 now

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.