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Creative Planning Cares

We make a positive impact in the communities we serve.


Every day, Creative Planning is helping clients achieve financial freedom. But there are many individuals and organizations within our communities that are underserved or don’t have access to the resources they need. For the last 20 years, our giving has been focused on those among us who need that support while they work through tough times or simply need a little assistance to give them a better chance 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 – 60+ Creative Planning employees serve as mentors – 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), 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:


Pathway Financial Education was born after recognizing an unmet need in under-resourced communities: convenient access to comprehensive financial education and training. Headquartered in Kansas City, Missouri, Pathway is a 501(c)3 organization which offers in-person and online financial education tailored to the needs of small business owners and individuals.


Feeding America is the recipient of our largest grant. We contributed $10 million to:

  • Build food pantries in communities that were underserved. Prior to our donation, people needed to take a bus to another city to get to a food pantry.
  • Provide food to students that rely on the public school system for meals.
  • Provide 25 million meals to those in need in Kansas City, home to our headquarters.
  • Provide over 35 million meals to those in need in underserved cities throughout America.

We contributed $8 million to Operation Underground Railroad, which is working to eradicate child sex trafficking and thus far has rescued 4,100 victims and assisted in the arrests of over 3,200 traffickers.


We contributed $6 million to Trees for the Future. Our donation helps their mission of ending poverty and hunger by training famers to regenerate their land.


Each year, we gather and package necessities to support Giving the Basics, a charity dedicated to providing the homeless, working poor and unemployed with basic hygiene products such as soap, detergent, toothpaste, etc. that cannot be purchased with food stamps. Visit for more information.


Every year as part of our annual Thanksgiving project, our team delivers everything needed for a large family Thanksgiving meal to more than 700 families through Catholic Charities of Northeast Kansas.


Many of Creative Planning’s associates are or have been involved with KC CAN!, a charity that benefits the well-being of Kansas City’s children. Visit for more information.

American Red Cross

Creative Planning conducts blood drives at our office with the help of the Community Blood Center and the American Red Cross. We welcome our clients to join us at a blood drive. Call 913-338-2727 for more information.


We are honored that Ingram’s magazine listed Creative Planning among its Corporate Champions for community involvement.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Combined assets under management & advisement as of December 31, 2021