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, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $2.0 million to $84 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 | Harvard University | 501(c)(3) | Cambridge, MA | ||
| 2 | Duke University | 501(c)(3) | Durham, NC | ||
| 3 | United Steelworkers USW | 501(c)(5) | Pittsburgh, PA | ||
| 4 | International Fund for Animal Welfare (IFAW) | 501(c)(3) | Washington, DC | ||
| 5 | Peter and Carmen Lucia Buck Foundation (PCLB) | 501(c)(3) | New York, NY | ||
| 6 | David Geffen Foundation | 501(c)(3) | Los Angeles, CA | ||
| 7 | Viewpoint Educational Foundation | 501(c)(3) | Calabasas, CA | ||
| 8 | Robert H Murphy Foundation | 501(c)(3) | Santa Ana, CA | ||
| 9 | Windward School | 501(c)(3) | Los Angeles, CA | ||
| 10 | Richard K Lubin Family Foundation | 501(c)(3) | Boston, MA | ||
| ... | and 340 more Morgan Stanley not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morgan Stanley in the nonprofit sector include Lincoln National Corporation, Vanguard Energy Services LLC, Morgan Stanley Smith Barney, Aetna Inc, Cetera Advisor Networks, LLC, Kestra Investment Services LLC, Great-West Life and Annuity Insurance Co., Nationwide, Mutual Of America Life Insurance Company, and Merrill Lynch Pierce Fenner and Smith.
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