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 $3.2 million to $104 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 | Freedom Together Foundation | 501(c)(3) | New York, NY | ||
| 2 | International Fund for Animal Welfare (IFAW) | 501(c)(3) | Washington, DC | ||
| 3 | The Conservation Fund | 501(c)(3) | Arlington, VA | ||
| 4 | Amalgamated Transit Union (ATU) | 501(c)(5) | Silver Spring, MD | ||
| 5 | National Rifle Association (NRA) | 501(c)(4) | Fairfax, VA | ||
| 6 | Peter and Carmen Lucia Buck Foundation (PCLB) | 501(c)(3) | New York, NY | ||
| 7 | The Arhant Social Foundation | 501(c)(3) | Clifton, VA | ||
| 8 | Give Forward Foundation | 501(c)(3) | San Francisco, CA | ||
| 9 | Viewpoint Educational Foundation | 501(c)(3) | Calabasas, CA | ||
| 10 | Culp Family Foundation | 501(c)(3) | Mclean, VA | ||
| ... | and 391 more Morgan Stanley not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morgan Stanley in the nonprofit sector include Ubs Financial Services, Adp, JP Morgan Chase, The Segal Company, Kestra Investment Services LLC, Cetera Advisor Networks, LLC, Nationwide, Mutual Of America Life Insurance Company, Great-West Life and Annuity Insurance Co., and Merrill Lynch Pierce Fenner and Smith.
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