For
Individual Donors

Interested in making a dollar-for-dollar tax credit contribution to support children in private schools? “Taking the Credit” is simple…


The Process:

  • DETERMINE YOUR STATE TAX LIABILITY.
    How much will you owe Arizona at the end of the year? Remember to factor in what you’ve already paid through withholding and similar programs.
  • DECIDE HOW MUCH YOU CAN DONATE.
    The program maximums (the maximum amounts for which you can take a credit in a given tax year) are listed to the right. You can carry unused credit forward for up to five years. (Unused credit is anything you donated up to the maximum that you couldn't actually use, most often due to a lower-than-expected tax liability.) Anything beyond the maximum is considered a charitable contribution!
  • MAKE YOUR DONATION.
    We accept donations by credit card (online) or check (download form below). APESF & state law allow you to recommend that a particular student or school benefit from your generous donation. To recommend a school or student, simply fill in that portion of the donor form as desired.
  • FILE YOUR RECEIPT.
    All online donors will receive a receipt immediately via email, and all donations made by mail will be processed within two weeks.
  • CLAIM YOUR CREDIT.
    In order to claim the tax credit for your donation, you must file Arizona tax forms 301 and 323 along with your Arizona income tax forms. If you make an Overflow/PLUS/Switcher donation, you must also file Arizona tax form 348. These forms (and instructions) can be downloaded here. Please consult a tax preparer with further questions.

2017 Tax Credit Contribution Form

When can I donate?

For a state tax credit, you may donate at any time during the tax year for which you wish to claim the credit OR from January 1st to April 15th of the following year. For a federal tax deduction, you must donate during the tax year for which you wish to take the deduction, making the deadline December 31st each year.

1617 Donor Maximums

Things to Know

  • The public school tax credit and contributions to qualifying charitable organizations can be done in addition to the private school tax credit.
  • A tax credit contribution may also be eligible for a federal deduction. Please consult your tax advisor on this or any other matters that affect your tax planning.
  • If you can’t donate the maximum credit amounts, you can still donate – every dollar helps!
  • Just because you receive a refund does not mean you cannot donate. You must find out what you actually owed to the state of Arizona at the end of the year, regardless of what you have already paid. For example, if you originally owed $750 and paid $850 through withholdings or tax payments, your refund would be $100. A contribution to APESF for your full liability of $750 qualifies your donation to receive tax credit treatment, and your refund would be $850. In this example, you would get back all of what you originally paid.
  • Information on the different types of scholarships and who is eligible for them can be found here.

Contact us

APESF
6909 E Greenway Parkway #240
Scottsdale, AZ, 85254

Phone
480 699 8911

Fax
480 646 3196

Email
helpdesk@apesf.org

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ARS 43-1089 NOTICE

A school tuition organization cannot award, restrict or reserve scholarships solely on the basis of donor recommendation. A taxpayer may not claim a tax credit if the taxpayer agrees to swap donations with another taxpayer to benefit either taxpayer’s own dependent.

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