As an organization, Creative Planning works with some of the most successful and aspiring families, businesses and institutions. For the last 20 years, our giving has been focused on those among us that need support while they work through tough times, or that simply need assistance to have a shot at success.
This commitment builds on the historical focus of Creative Planning and its leadership team on outreach to causes that serve disenfranchised communities. These efforts include opening a financial education center, Pathway Financial Education, in the spring of 2021 in the historic 18th & Vine area of Kansas City, MO. The center offers free classes to small business owners, adults and youth and many of Creative Planning’s employees teach courses in financial planning, tax services, law, business management and more.
Providing full-tuition scholarships and mentors – many of whom are Creative Planning employees – to underprivileged students, building a basic needs distribution center, purchasing and delivering over 7,000 meals for those in need on Thanksgiving (for over a decade), funding the reopening of a facility that supports the homeless as they re-enter the workforce, and providing 30 million meals to those that rely on the school system for food. Together, we must ask ourselves how we can change and improve our existing system to stop the cycle of inequity that disproportionately affects these communities.
At Creative Planning, we are committed to making a positive impact in the communities we serve. Every year, we give several hundred thousand dollars to charities across the country. Our support initiatives have included programs for children and adults with disabilities, literacy programs, community gardens, faith-based programs, arts programs and many more. Every year we support hundreds of organizations with grants. To request a grant for a non-profit please click here.
We are committed to supporting worthwhile causes across the country, particularly those that are close to our clients’ hearts and that help contribute towards a better life for those most in need.
Our largest gifts have been made to the following organizations: