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Request for Applications

Grant Opportunity: AARP Foundation Seeks Proposals to Secure Tax Refunds for Taxpayers Age 50 and Older Who Are Living With Low Income

With this Request for Applications (RFA), AARP Foundation seeks to work with up to three local, regional or national partners to build its capacity to provide free tax preparation services to taxpayers age 50 and older who are living with low income. 

Grant Opportunity Overview (Virtual): September 5, 2023 at 2 p.m. (ET)

Application Deadline: September 15, 2023 at 5:00 p.m. (ET)

Tax-Aide 2023 Stat: $872 million+ in federal refunds in for over 1.2 million taxpayers

Grant Application Process

AARP Foundation has specific objectives to achieve outcomes for older adults with low income. These objectives focus on increasing income and decreasing expenditures, primarily through gainful employment, securing benefits, and accessing refunds and credits. Our work prioritizes equitable strategies and services that address systemic barriers, racial and ethnic disparities, and other biases that perpetuate economic instability.

With this Request for Application (RFA), AARP Foundation seeks to work with local, regional, or national partners to provide free tax preparation services to taxpayers age 50 and older living with low income. AARP Foundation seeks organizations or coalitions that complete at least 5,000 tax returns each year (not including any returns from AARP Foundation Tax-Aide sites) and want to prioritize serving more adults 50 and older in the Foundation’s geographic markets of interest (Alabama, Arizona, Arkansas, California, District of Columbia, Florida, Georgia, Illinois, Kentucky, Louisiana, Michigan, Mississippi, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, West Virginia, and Puerto Rico). The goal of this grant opportunity is to ensure that qualifying taxpayers within the target audience reap the benefits of federal and state refunds and the Earned Income Tax Credit (EITC) as applicable.

Please view the full RFA documents for clear guidance on this opportunity:

Secure Tax Refunds RFA

 

Required Application Sections Required Attachments
(PDF, MSWord, MSExcel)
Funding Range
  • Contact
  • Organizational Details
  • Project Details 
  • Output/Outcome Metrics
  • Financial Information
$50 - $150k

Eligibility Criteria, Timeline and Application Portal

AARP Foundation RFA Funding Eligibility

The following are NOT eligible for funding:

  • Grants for individuals;
  • Debt retirement or operating deficits;
  • Endowments or reserve funds;
  • Political organizations or campaigns;
  • Lobbying legislators or influencing elections;
  • Sponsorship of fundraising events;
  • Marketing endeavors and personal research;
  • Organizations located outside the United States or its territories;
  • Indirect expenses unrelated to the project being funded.
AARP Foundation Social Connectedness Timeline for March 2019 RFA

Application Timeline

  • August 17, 2023: Funding opportunity announced and application made available 
  • September 5, 2023: Grant Opportunity Overview (virtual)
  • September 15, 2023: Proposal deadline at 5 p.m. (ET)
  • September 18 – October 6, 2023: Application review
  • October 9, 2023 –  October 13, 2023: Clarification period (site visits conducted, as appropriate)
  • Week of October 23, 2023: Applicants notified of award decisions and funding determinations and AARP Foundation letters of grant agreement emailed to awardees
  • November 1, 2023: Grant start date
  • October 31, 2024: Grant end date

 

AARP Foundation Grantmaking

Application Portal Submission

Grants Application Portal

All grant applications must be submitted through AARP Foundation's grants application portal.