Non-Profit Financial Planning & Investment Management

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Organizations like yours are vital to helping our community thrive. Let us take the guesswork out of financial planning so you have more time to focus on achieving your mission.

When you work with us, you’ll get a comprehensive financial and investment plan that helps meet your organization’s needs to continue fulfilling your mission for decades to come.

It all starts with a conversation with one of our Endowment & Foundation Specialists.

Get Started

What to expect in your first meeting with us

Together, we will...

blue-checkmark Learn more about your mission and any current hurdles or concerns
blue-checkmark Review your current approach and plan components (policies, asset allocation, accounts)
blue-checkmark Identify opportunities for plan enhancement
blue-checkmark 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.

Evaluation Tools

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

Conduct proper due diligence by conducting a Request for Proposal (RFP) to assess, interview, and determine the best manager to help you meet your fiduciary duty.

Download free evaluation tools
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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, including:

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

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. 

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Investment & Spending Policy Design

Create sustainable plans and achieve goals

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Active Portfolio Management

Meet withdrawal needs

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Board, Staff, and Donor Education

Stay informed, on-trend, and maximize results

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Fundraising Support

Maintain funding

Who we are


Endowment and foundation investments serve an important purpose, and we don't take your goals lightly. With decades of experience working with non-profits, we understand the challenges you face and will surround you with the resources you need to succeed.

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