We have a couple of important updates that you need to be aware of: The Indiana Department of Revenue issued clarification on donations given to SGOs from Donor Advised Funds (DAFs).  The IN DOR will give a donor a tax credit certification number for a gift given from a DAF.  HOWEVER, we strongly advise against […]

Every year we hear from donors who are having trouble claiming their tax credit because of issues with their tax software.  The most recent issue we have heard about is one of the more popular tax software programs asking for an “alpha numeric” entry.  Since our certification numbers don’t include any letters, the taxpayers were […]

There has been legislation introduced at the federal level that would establish a dollar for dollar federal tax credit for contributions that would fund private school scholarships which would be run through state SGOs.  While the text of the bills isn’t available yet, we wanted to make you aware of the proposal and give you […]