Creative Planning Charity & Nonprofit Services

Creative Planning Charity & Nonprofit Services is a comprehensive solution designed to meet the unique financial needs of nonprofit organizations, charities, and foundations. According to Creative Planning, this product offers a range of services tailored specifically for the nonprofit sector, including investment policy statement creation, asset allocation and spending analyses, custom performance reporting, manager search and monitoring, audit support, donor development and planned giving support, 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, and private foundation services. The vendor states that this versatile product caters to organizations of all sizes and is utilized by professionals in the nonprofit industry, including nonprofit organizations, charities, and foundations.