Benevolent Fund FAQs
- Current AICPA members
- Must exhibit evidence of financial need
- Surviving spouse of a member, at the time of their death
- Dependent children (under the age of 21) of a member
- General monthly assistance
- Medical reimbursements
- One-time grants
- Other, as the Board of Trustees deems appropriate
- Download or request an application.
- Gather support documentation and complete application.
- Send to administrators for review.
- Await decision (usually provided within 4–6 weeks).
- Unemployment
- Natural disasters
- Health and medical impacts
- Other, as the Board of Trustees deems appropriate
Assistance from the Fund is intended for short-term, and so awards are given over 6-month cycle or as one-time grants. Recipients are welcome to reapply if they are still in financial need at end of the 6-month cycle.
Applicants may apply at any time. Grants will be synced with standard 6-month cycles, June-November and December-May, and awarded accordingly.
No, the AICPA Benevolent Fund program is grant assistance and therefore tax-free.
No, the AICPA Benevolent Fund program is grant assistance and not a loan.
Applications to the AICPA Benevolent Fund program is shared only amongst the Fund Administrators and its Board of Trustees. Applications are then anonymous, but data similar to your case, with your permission, may be used for marketing purposes.
Please contact AICPA Member Services at 888.777.7077 or service@aicpa.org. If options provided from AICPA Member Services do not satisfy your request, then you may apply to the AICPA Benevolent Fund to be considered for financial assistance.
