Giving Back Grant Request Form

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

Charitable Grant Request

Non-Profit Organization's Name:
Non-Profit Website:
Tax ID#:
Non-Profit Address
Street Address Address Line 2 City State ZIP Code
Non-Profit Event Details
Individual Requesting Grant:
First Last
Email
Are you a Creative Planning client?
- Yes
- No
If yes, who do you work with?
Event Name & Description
Event Date (if applicable)
Date Format: MM slash DD slash YYYY
Please attach a brochure, sponsorship form, or other pertinent information.
Drop files here or

Creative Planning restricts grants to client-related requests. Requests are reviewed the first Friday of each month.
If you need any additional information please contact: [email protected]

Giving Back Grant Request Form

Charitable Grant Request

Non-Profit Event Details

We have representatives near you,
so we'll meet you wherever you are.

Resources for investors who want
to make more informed choices.

Locations

KANSAS CITY HEADQUARTERS

Additional Office Locations

Contact Us

Giving Back Grant Request Form

Charitable Grant Request

Non-Profit Event Details

We have representatives near you, so we'll meet you wherever you are.

Resources for investors who want to make more informed choices.

Locations

KANSAS CITY HEADQUARTERS

Additional Office Locations

Contact Us

Follow Us

We have representatives near you,
so we'll meet you wherever you are.

Resources for investors who want
to make more informed choices.