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 California and Pennsylvania (although they are present in other states as well).
Most Lincoln Financial Group clients are outpatient health care practitioners and facilities, hospitals, individual and family services, colleges, universities, and professional schools, and assisted living and continuing care retirement communities with revenues ranging from $18 million to $410 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Cleveland Clinic Foundation | 501(c)(3) | Independence, OH | ||
| 2 | Trustees of the Smith College | 501(c)(3) | Northampton, MA | ||
| 3 | Presbyterian Homes | 501(c)(3) | Skokie, IL | ||
| 4 | California Association of Realtors | 501(c)(6) | Los Angeles, CA | ||
| 5 | The Osborn | 501(c)(3) | Rye, NY | ||
| 6 | Baylor College of Medicine (BCM) | 501(c)(3) | Houston, TX | ||
| 7 | Palos Health | 501(c)(3) | Chicago, IL | ||
| 8 | National University (NU) | 501(c)(3) | San Diego, CA | ||
| 9 | Dignity Health | 501(c)(3) | San Francisco, CA | ||
| 10 | Goodwill Industries of Southeastern Wisconsin | 501(c)(3) | Milwaukee, WI | ||
| ... | and 36 more Lincoln Financial Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Lincoln Financial Group in the nonprofit sector include LPL Financial Corporation, Metlife Insurance Company, Lincoln Financial Advisors, Kibble and Prentice, Prudential, Cigna Health and Life Insurance, Willis Towers Watson, Morgan Stanley, Aetna Inc, and Minnesota Life Insurance Company.
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