Franklin Templeton is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, Illinois, and New York (although they are present in other states as well).
Most Franklin Templeton clients are hospitals, health and welfare funds, elementary and secondary schools, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $27 million to $782 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Securities Industry and Financial Markets Association (SIFMA) | 501(c)(6) | New York, NY | ||
| 2 | Andrew W. Mellon Foundation | 501(c)(3) | New York, NY | ||
| 3 | The Spencer Foundation | 501(c)(3) | Chicago, IL | ||
| 4 | North Central College | 501(c)(3) | Naperville, IL | ||
| 5 | HMH Hospitals Corporation | 501(c)(3) | Neptune, NJ | ||
| 6 | Huntington Health | 501(c)(3) | Pasadena, CA | ||
| 7 | Calvert School | 501(c)(3) | Baltimore, MD | ||
| 8 | Columbia Community Mental Health | 501(c)(3) | St Helens, OR | ||
| 9 | South Lake Hospital | 501(c)(3) | Clermont, FL | ||
| 10 | American Federation of Labor and Congress of Industrial Organizations (AFL-CIO) | 501(c)(5) | Washington, DC | ||
| ... | and 14 more Franklin Templeton not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Franklin Templeton in the nonprofit sector include Laborfirst LLC, Delaware Investments, Capital Research and Management, Allspring, Vanguard Funds, Principal, Wellington Management Company LLC, JP Morgan Funds, Ab Funds, and Empower Retirement Advisory Service.
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