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, assisted living and continuing care retirement communities, individual and family services, elementary and secondary schools, and colleges, universities, and professional schools with revenues ranging from $19 million to $385 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Cleveland Clinic | 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 | American Health Information Management Association | 501(c)(6) | Chicago, IL | ||
| 7 | Baylor College of Medicine (BCM) | 501(c)(3) | Houston, TX | ||
| 8 | Palos Health | 501(c)(3) | Chicago, IL | ||
| 9 | Dignity Health | 501(c)(3) | San Francisco, CA | ||
| 10 | St Rose Hospital | 501(c)(3) | Hayward, CA | ||
| ... | and 37 more Lincoln Financial Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Lincoln Financial Group in the nonprofit sector include Axa Equitable Life Insurance, Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., Ascensus, Voya Retirement Ins and Annuity Company, Massachusetts Mutual Life Insurance Co., Ubs Financial Services Inc, Global Retirement Partners LLC, Aon Consulting Inc, and Valic.
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