Lincoln Financial Group is a firm that provides insurance, investment management, third party administration, insurance agent or broker, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California and Pennsylvania (although they are present in other states as well).
Most Lincoln Financial Group clients are outpatient health care practitioners and facilities, hospitals, colleges, universities, and professional schools, assisted living and continuing care retirement communities, and individual and family services with revenues ranging from $18 million to $414 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Cleveland Clinic Foundation | 501(c)(3) | Independence, OH | ||
| 2 | Trustees of the Smith College | 501(c)(3) | Northampton, MA | ||
| 3 | Presbyterian Homes | 501(c)(3) | Skokie, IL | ||
| 4 | California Association of Realtors | 501(c)(6) | Los Angeles, CA | ||
| 5 | The Osborn | 501(c)(3) | Rye, NY | ||
| 6 | Baylor College of Medicine (BCM) | 501(c)(3) | Houston, TX | ||
| 7 | Palos Health | 501(c)(3) | Chicago, IL | ||
| 8 | National University (NU) | 501(c)(3) | San Diego, CA | ||
| 9 | Goodwill Industries of Southeastern Wisconsin | 501(c)(3) | Milwaukee, WI | ||
| 10 | The New Jewish Home (Jewish Home and Hospital Lifecare System) | 501(c)(3) | New York, NY | ||
| ... | and 39 more Lincoln Financial Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Lincoln Financial Group in the nonprofit sector include Commonwealth Financial Network, Valic, Voya, Global Retirement Partners LLC, Voya Retirement Insurance and Annuity Co., Minnesota Life Insurance Company, Transamerica, RBC Capital Markets, Capfinancial Partners, LLC, and JP Morgan Chase.
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