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AICPA Benevolent Fund

Learn about the AICPA Benevolent Fund, a benefit that supports active members through temporary periods of financial difficulty.

The AICPA Benevolent Fund was created in 1933 to provide short-term assistance to members struggling with daily living expenses. Please consider applying to the Fund if you are experiencing hardships due to unemployment, accident affecting personal or family health, medical expenses exceeding insurance coverage, natural disaster, or the loss of a primary source of family income. If you find that you are not in a circumstance of need, but rather in a position to help financially, please consider donating to the Fund. It is through these generous contributions that we are able to provide grants to those seeking assistance.

What is the AICPA Benevolent Fund?

Assistance

  • Temporary monthly living expenses

  • One-time emergency grants

  • Temporary monthly medical, mental and/or prescription expense payments, that exceed insurance coverage

  • Medicare or other health insurance premiums

  • Most medically necessary services for dependent children (under age 21)

  • Other, as the Board of Trustees deems appropriate

Eligibility

  • Current AICPA members

  • Must exhibit evidence of financial need, per application and support documentation

  • Surviving spouse of a member, at the time of their death

  • Dependent children (under the age of 21) of a member

Application process

The Fund offers two application types for assistance - standard and disaster. Members who need financial assistance must complete their application in full and submit all required supporting documentation for consideration by the Board of Trustees.

Submissions are reviewed on a case-by-case basis. The Board of Trustees meet a minimum of twice a year to assess cases. Please contact the Fund Administrators for details on their next meeting deadlines.

AICPA Benevolent Fund – Standard Support Application

Apply for assistance through the AICPA Benevolent Fund to support financial recovery from a major life event.

AICPA Benevolent Fund – Disaster Support Application

Apply for assistance through the AICPA Benevolent Fund to support financial recovery from a natural disaster or related event.

Contact Us

If you have questions, contact the Fund Administrators at 866.527.2228 or email us. To protect your personal information, please do not email your application.

AICPA Benevolent Fund FAQs

Who is eligible to receive assistance?

  • Current AICPA members, who are in financial need and can exhibit evidence of need

  • A surviving spouse of a member, at the time of member’s death

  • Dependent children (under the age of 21) of a member

What types of assistance are offered?

  • General monthly assistance

  • Medical reimbursements

  • One-time grants

  • Other, as the AICPA Benevolent Fund Board of Trustees deems appropriate

How do I apply?

  • Download or request an application

  • Gather support documentation and complete application

  • Mail to administrators for review

  • Await decision (usually provided within 4–6 weeks, unless otherwise noted)

What are qualifying situations to become an AICPA Benevolent Fund recipient?

  • Unemployment

  • Natural disasters

  • Health and medical impacts

  • Other, as the Board of Trustees deems appropriate

When can I apply to the AICPA Benevolent Fund?

Applicants may apply at any time. Varying on receipt date, grants may be synced with standard 6-month cycles, June-November and December-May, and awarded accordingly. Please contact the Fund Administrators for details on their next meeting deadlines.

Where is my information shared?

Applications to the AICPA Benevolent Fund 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. Necessary information supporting payment details are required to be shared with Finance partners.

How long do the awards granted from the AICPA Benevolent Fund last?

Assistance from the Fund is intended for the short term. Awards can be granted up to a 6-month period or as a one-time grant. Recipients are welcome to reapply if they are still in financial need six months after their last received decision.

Can I appeal against a decision made on my case?

You may request to speak to the Fund’s Executive Staff Liaison to review your case for further consideration by the Board. This does not guarantee an overturn of the initial Board decision.

Do I have to pay taxes on my assistance?

No, the AICPA Benevolent Fund is grant assistance and therefore tax-free.

Do I need to pay back the assistance I received?

No, the AICPA Benevolent Fund is grant assistance and not a loan.

Is my donation tax deductible as a charitable contribution?

Yes, it is tax deductible. Our EIN is 13-6168775.

I’m only interested in having my AICPA General Membership dues waived. Do I need to apply?

AICPA Benevolent Fund does not directly assist with dues waivers.

Please contact AICPA Member Services at 888.777.7077 or service@aicpa.org. If options provided by AICPA Member Services do not satisfy your request, then you may apply to the AICPA Benevolent Fund to be considered for general financial assistance.

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