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, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $1.8 million to $103 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 | The Keith Campbell Foundation for the Environment | 501(c)(3) | Bethesda, MD | ||
| 6 | Viewpoint Fund | 501(c)(3) | Calabasas, CA | ||
| 7 | United Way of Massachusetts Bay and Merrimack Valley | 501(c)(3) | Boston, MA | ||
| 8 | Windward School | 501(c)(3) | Los Angeles, CA | ||
| 9 | The Webb Schools | 501(c)(3) | Claremont, CA | ||
| 10 | International College (IC) | 501(c)(3) | New York, NY | ||
| ... | and 324 more Morgan Stanley not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morgan Stanley in the nonprofit sector include The Segal Company, Ubs Financial Services, JP Morgan Chase, The Vanguard Group, Global Retirement Partners LLC, Valic, Raymond James and Associates, Merrill Lynch, Wells Fargo Bank, and Lincoln National Corporation.
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