CIMA Benevolent Fund

• Current and former fully CGMA-qualified members of CIMA

• Partners and dependents of current and former fully CGMA-qualified members of CIMA

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

• General monthly assistance

• Medical reimbursements

• One-time grants

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

• 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)

If unable to print and you prefer a hard copy of the form, please contact the Fund Administrators for CIMA Benevolent Fund and they can assist in arranging for a copy to be mailed to you via post.

• Unemployment

• Health and medical impacts

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

To further the Fund’s best interests, the Trustee (CIMA) decided to incorporate the Fund and in October 2021 the Fund was approved as a charitable incorporated organisation (“CIO”) by the Charity Commission. The new Fund, (registered with the Charity Commission for England and Wales No, Charity No. 1196072), and a new board of trustees has been established. Continuing operations under the same name, the Fund seeks to maintain its objects of “the relief of necessitous persons who are or have been members of The Chartered Institute of Management Accountants, or any predecessor body, and of necessitous persons connected by ties of relationship or dependency at any time with persons who are or at any time were such members.”

Applicants may apply at any time. Varying on receipt date, in relationship to scheduled meetings, some time may be needed before decision can be made. Please contact the Fund Administrators for details on their next meeting deadlines.

Assistance from the Fund is intended for the short term. Awards may 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.

You may request to appeal a decision for further consideration by the Board. This does require a full resubmission of the application and support materials, along with support for why the appeal is requested. This does not guarantee an overturn of the initial Board decision.

If you can provide evidence of your former membership with CIMA, then your application can be considered for further review.

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

No, unless otherwise noted the CIMA Benevolent Fund is grant assistance and not a loan.

Yes! By opting to add Gift Aid to your contribution, this will allow the Fund to claim the amount of tax you have paid back from HRMC. At current tax rates, this increases the value of your donation by 25% at no extra cost to yourself.

Applications to the CIMA 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.

For more information about how the personal data of applicants is processed see the organisation’s Privacy Policy.

Please reach out the to the Fund Administrators for more information.

CIMA Benevolent Fund does not directly assist with dues waivers.

Please contact Global Engagement Services at +44 (0)20 8849 2251 Monday to Friday, 9 am to 5 pm GMT or for an instant response via chat at https://www.aicpa-cima.com/home

If options provided by Global Engagement Services do not satisfy your request, then you may apply to the CIMA Benevolent Fund to be considered for general financial assistance.