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:

Address

Non-Profit Event Details

Individual Requesting Grant:(Required)
Are you a Creative Planning client?
MM slash DD slash YYYY
Drop files here or
Max. file size: 5 MB.
    This field is for validation purposes and should be left unchanged.

    We respect your privacy and protect all information provided by you to the strictest confidence. For more information, read our privacy policy.

     

    Prefer to discuss over the phone?
    833-416-4702