Franklin Templeton is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Florida, and Illinois (although they are present in other states as well).
Most Franklin Templeton clients are outpatient health care practitioners and facilities, hospitals, and health and welfare funds with revenues ranging from $25 million to $439 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Kipp DC Public Charter Schools | 501(c)(3) | Washington, DC | ||
| 2 | Securities Industry and Financial Markets Association (SIFMA) | 501(c)(6) | New York, NY | ||
| 3 | Brooklyn Community Services (BCS) | 501(c)(3) | Brooklyn, NY | ||
| 4 | Andrew W. Mellon Foundation | 501(c)(3) | New York, NY | ||
| 5 | North Central College | 501(c)(3) | Naperville, IL | ||
| 6 | The Spencer Foundation | 501(c)(3) | Chicago, IL | ||
| 7 | HMH Hospitals Corporation | 501(c)(3) | Neptune, NJ | ||
| 8 | Huntington Health | 501(c)(3) | Pasadena, CA | ||
| 9 | Heluna Health Phfe (PHFE) | 501(c)(3) | City of Industry, CA | ||
| 10 | Concepts of Independence | 501(c)(3) | New York, NY | ||
| ... | and 31 more Franklin Templeton not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Franklin Templeton in the nonprofit sector include Ivy Funds, Inc., Delaware Vip Trust, Pioneer Investment Management, Inc, Hartford Investment Financial Services, Harbor Funds, Invesco Oppenheimer, Victory, Legg Mason, Merrill Lynch Life Agency, and Prime Buchholz and Associates.
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