Charitable Grant Request

Creative Planning wealth management clients are eligible to request grants on behalf of non-profit organizations every three years. (Our guidelines limit grants to client requests vs. community requests.)

Submissions are reviewed monthly versus weekly; thank you for your patience.

Please use the below fields to submit a grant proposal for a non-profit:

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

Are you a Creative Planning client?

Yes

If yes, who do you work with?

Event Name & Description

Event Date (if applicable)

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

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Max. file size: 5 MB.

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Phone

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Charitable Grant Request

Non-Profit Event Details

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