Morgan Stanley is a firm that provides financial advisor, investment management, commercial bank, insurance agent or broker, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California and New York (although they are present in other states as well).
Most Morgan Stanley clients are health and welfare funds, elementary and secondary schools, and grantmaking foundations with revenues ranging from $3.4 million to $107 million.
Previous legal names, trade names, or just variations of their name include: Morgan Stanley and Co LLC; Morgan Stanley and Co.; Morgan Stanley Co Inc; Morgan Stanley Domestic Holdings L; and Morgan Stanley Co. LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Yale University | 501(c)(3) | New Haven, CT | ||
| 2 | Duke University | 501(c)(3) | Durham, NC | ||
| 3 | Freedom Together Foundation | 501(c)(3) | New York, NY | ||
| 4 | Helen Keller Services (HKS) | 501(c)(3) | Brooklyn, NY | ||
| 5 | International Fund for Animal Welfare (IFAW) | 501(c)(3) | Washington, DC | ||
| 6 | The Conservation Fund | 501(c)(3) | Arlington, VA | ||
| 7 | Amalgamated Transit Union (ATU) | 501(c)(5) | Silver Spring, MD | ||
| 8 | National Rifle Association (NRA) | 501(c)(4) | Fairfax, VA | ||
| 9 | Peter and Carmen Lucia Buck Foundation (PCLB) | 501(c)(3) | New York, NY | ||
| 10 | The Arhant Social Foundation | 501(c)(3) | Clifton, VA | ||
| ... | and 402 more Morgan Stanley not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morgan Stanley in the nonprofit sector include Mutual Of America Life Insurance Company, Cetera Advisor Networks, LLC, Kestra Investment Services LLC, Great-West Life and Annuity Insurance Co., Nationwide, Merrill Lynch Pierce Fenner and Smith, Reliance Trust Company, The Segal Company, Ubs Financial Services, and Adp.
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