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.

Key Features

Investment Policy Statement Creation/Review: Creative Planning assists nonprofit organizations in creating or reviewing investment policy statements. According to the vendor, these statements help define investment objectives, risk tolerance, and guidelines for decision-making.

Asset Allocation and Spending Analyses: Creative Planning conducts analyses to determine the appropriate allocation of assets and establish spending policies for long-term financial goals of nonprofit organizations, as claimed by the vendor.

Custom Performance Reporting: Creative Planning provides custom performance reporting, offering detailed information on investment performance for better tracking and evaluation of strategies, according to the vendor.

Manager Search and Monitoring: Creative Planning identifies and evaluates investment managers that align with nonprofit organizations' objectives and continuously monitors their performance, as stated by the vendor.

Audit Support: Creative Planning offers audit support, helping nonprofit organizations prepare for audits by providing necessary documentation and ensuring compliance with fiduciary responsibilities, according to the vendor.

Donor Development and Planned Giving Support: Creative Planning provides support for donor development and planned giving, helping organizations engage with donors, develop strategies, and maximize the impact of charitable contributions, as claimed by the vendor.

Assistance With Governance Documents: Creative Planning offers assistance with governance documents, reviewing and providing guidance to ensure compliance with legal and regulatory requirements, according to the vendor.

New Committee Member Orientation Support: Creative Planning supports the orientation of new committee members, educating them about their roles and responsibilities for effective governance, as stated by the vendor.

Annual Asset Allocation and Spending Policy Analyses: Creative Planning conducts annual analyses to evaluate the effectiveness of current asset allocation and spending policies and make necessary adjustments, according to the vendor.

Customized Performance and Benchmark Reporting: Creative Planning offers comprehensive reports that compare investment performance against relevant benchmarks, enabling better performance evaluation for nonprofit organizations, as claimed by the vendor.