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 $3.0 million to $106 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 | ATU Local | 501(c)(5) | Silver Spring, MD | ||
| 8 | Peter and Carmen Lucia Buck Foundation (PCLB) | 501(c)(3) | New York, NY | ||
| 9 | The Arhant Social Foundation | 501(c)(3) | Clifton, VA | ||
| 10 | Give Forward Foundation | 501(c)(3) | San Francisco, CA | ||
| ... | and 406 more Morgan Stanley not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morgan Stanley in the nonprofit sector include Vanguard Group, Inc., Morgan Stanley Smith Barney LLC, Empower Annuity Insurance Company, Variable Annuity Life Insurance Co., Variable Annuity Life Insurance Company, Fidelity Investments, Ascensus, Ubs Financial Services Inc, Newport Group, Inc., and TIAA.
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