Creative Planning donates $1 million to food charity

Creative Planning donates $1 million to food charity
Gift to food bank intended to help families struggling due to COVID-19 crisis
MAR 17, 2020

Creative Planning, the Kansas City, Mo.-based registered investment advisory firm, said that it is increasing its gift to Harvesters, a community food network, to $1 million.

The donation will help assist the food bank’s response to the COVID-19 crisis to deliver food to families that can’t afford food, said Peter Mallouk, Creative Planning’s president and chief investment officer.

“We are fortunate to be in a position to step up to serve our clients, ensure the financial security of our team, and at the same time rise up to serve our community,” Mr. Mallouk said in a release. “We hope this inspires other organizations to contribute however they can.”

Harvesters serves a 26-county area of northwestern Missouri and northeastern Kansas, supplying food and related items to more than 760 not-for-profit agencies including emergency food pantries, soup kitchens, homeless shelters, children’s homes and others.

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.