Charitable Grant Request

Current Creative Planning wealth management and business services clients are welcome to submit a grant request on behalf of a non-profit organization (501c3 and registered as such with the IRS) once every three years. Requests from community members and/or staff will not be considered/responded to given does not meet our guidelines.

Eligible submissions initiated by current clients are reviewed monthly. We appreciate your patience.

Please complete all fields below to submit a grant proposal on behalf of a non-profit organization.

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Non-Profit Organization's Name

Non-Profit Website

Tax ID#

Address

Street Address Address Line 2 City State ZIP Code

Non-Profit Event Details

Individual Requesting Grant:(Required)

First Last

First and last name of Creative Planning staff member you work with:

Event Name and Description

Event Date (if applicable)

Please attach a brochure, sponsorship form, or other pertinent information.

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Charitable Grant Request

Non-Profit Event Details

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