The Carlson Cares Fund was created as a last resort to help employees, their spouses or eligible dependents who are in need of financial assistance because of a qualifying incident.  An employee can only receive financial assistance once within a 12-month period.  In the case of a denied application, the employee is eligible to submit a new application (for a different incident) after six months.

Please call +1 (612)-672-8671 with any questions.

EMPLOYEE ELIGIBILITY:
A qualified Carlson employee is an individual who is based in the United States and has been:

  • regularly scheduled to work 20 or more hours per week;
  • actively employed by Carlson or one of its related entities (Tonkawa, Minnesuing Acres, Carlson Private Capital Partners, or Carlson Real Estate Services); and
  • able to demonstrate a financial need that has not been met by own or other pursued resources.

Carlson employees that meet the requirements listed above are eligible to apply to the Carlson Cares Fund beginning on their first day of employment. However, the qualifying incident (see below) must take place while employed by Carlson.

QUALIFIED INCIDENTS:

Qualified incidents are unexpected emergencies that arise outside of the employee’s control and causes an economic hardship for the employee’s family. A qualified incident is typically a one-time event that occurs unexpectedly and causes unexpected bills. The reported incident must have occurred within 150 days of the application date.

Circumstances that may qualify for assistance fall into one of these categories:

  • Natural disaster (flood, lightning strike, house fire, tornado, etc) impacting primary residence only.
  • Serious illness or injury (incurred by the employee, employee’s spouse/domestic partner, or legal dependent only).
    • Emergency or in-patient medical expenses (e.g. heart attack, car accident, ER visit, COVID impacts, women’s health) not eligible for or fully covered by health insurance reimbursement.
  • Mental health or chemical dependency treatment (employee, employee’s spouse/domestic partner, or legal dependent only).
    • Expenses may be related to treatment for new or existing diagnoses, but that are not eligible for health insurance reimbursement.
  • Loss of life (employee, employee’s spouse/domestic partner, dependent, parent or parent-in-law, sibling, or eligible dependent only).
    • The Carlson Cares Fund defines an eligible dependent as an immediate family member or claimed dependent as documented on the most recent tax return.
  • Serious and unexpected circumstances (an event that has happened within 150 days of the application date, does not fall into any of the above categories, and results in unexpected bills). This could include expenses related to crisis housing or services.

Examples of incidents that DO NOT qualify include but are not limited to:

  • Loss of household income due to cutback in hours or overtime, unemployment, divorce or loss of child support.
  • Incidents that occurred more than 150 days prior to the application date.
  • Accumulated financial distress (income is not enough to cover regular monthly bills).
  • Wage garnishments/Disconnection notice/Eviction notice. These are results of a financial hardship, not the cause. We need to know what happened that prevented you from paying these bills.
  • In some cases, lack of medical insurance and/or lack of home owner’s insurance. Please call +1 (612) 672-8761 to discuss.

Questions? Call the Carlson Cares Fund Hotline at +1 (612) 672-8671.