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 Pennsylvania (although they are present in other states as well).
Most Lincoln Financial Group clients are hospitals, outpatient health care practitioners and facilities, individual and family services, and assisted living and continuing care retirement communities with revenues ranging from $17 million to $463 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Mayo Clinic | 501(c)(3) | Rochester, MN | ||
| 2 | Conservation International (CI) | 501(c)(3) | Arlington, VA | ||
| 3 | Presbyterian Living | 501(c)(3) | Skokie, IL | ||
| 4 | The Osborn | 501(c)(3) | Rye, NY | ||
| 5 | Froedtert ThedaCare Health | 501(c)(3) | Milwaukee, WI | ||
| 6 | Baylor College of Medicine (BCM) | 501(c)(3) | Houston, TX | ||
| 7 | Valley Presbyterian Hospital | 501(c)(3) | Van Nuys, CA | ||
| 8 | Palos Health | 501(c)(3) | Chicago, IL | ||
| 9 | Goodwill Industries of Southeastern Wisconsin | 501(c)(3) | Milwaukee, WI | ||
| 10 | American Concrete Institute | 501(c)(3) | Farmington Hills, MI | ||
| ... | and 40 more Lincoln Financial Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Lincoln Financial Group in the nonprofit sector include Nationwide Life Insurance Company, Cetera Advisor Networks, LLC, Kestra Investment Services LLC, Marsh and Mclennan Agency, LLC, The Variable Annuity Life Insurance, Usi Consulting Group, United Healthcare, Marsh and Mclennan Agency, Nationwide, and Metlife.
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