Fiduciary Services for Institutions

Supporting endowments, foundations, charities and other nonprofit organizations.

Dedicated to Serving the Needs of Nonprofits

At Creative Planning, we take a custom approach to managing your institution’s investments to help ensure the long-term viability of your portfolio, always with a focus on minimizing costs. After all, the more efficiently you can achieve your objectives, the more resources are available to serve your charitable mission.

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Experienced Professionals. Deep Resources. Custom Solutions.

Investment Policy Statement Creation/Review

Asset Allocation and Spending Analyses

Custom Performance Reporting

Manager Search and Monitoring

Audit Support

Donor Development and Planned Giving Support

How We Partner With Our Clients

Creative Planning supports institutional clients and nonprofit clients (primarily foundations and endowments). Our dedicated team of professionals has deep expertise and the resources necessary to address the unique needs of your organization. Through access to exhaustive research and unbiased analyses, we provide custom solutions to meet your organization’s needs, balancing the requirements of intergenerational equity.

Helping You Advance Your Organization's Mission

At Creative Planning, we understand that our clients’ needs extend far beyond the abilities of a traditional investment manager. Because of this, we take a consultative approach when serving our clients. Reviewing governance documents and providing fiduciary education or donor development are just two examples of how Creative Planning can add value.

Additional Services We Provide Include:

Assistance With Governance Documents
New Committee Member Orientation Support
Annual Asset Allocation and Spending Policy Analyses
Customized Performance and Benchmark Reporting
Manager Research and Monitoring
Investment and Fiduciary Education for Trustees
Private Foundation Services (Grant Administration, Excise Tax Minimization, etc.)