The CFA Foundation will provide gifts on an ongoing basis as the foundation is able to do given sufficient levels of funding. Because unfortunate incidents can occur at any moment, the foundation is flexible in when and how gifts are awarded. The CFAÂ Foundation Client Outreach and Benefits Review Committee will review an application that is submitted within 10 days of receipt and will act promptly on the request by notifying the person of the receipt of the application. After the review, the committee will make a recommendation to the CFA Foundation Board of Directors for final approval.
During the review process that ensues after initial notification, several contacts may need to be made in order to better understand the situation and how best for the foundation to assist. The foundation is committed to prompt action, and will do everything in its power to evaluate the application in a timely manner.
