The rules for what can and can’t be matched are established by your employer, but it is rare to see an employer not consider this a qualified donation.
For you to take it as a tax credit it is important that you do the initial donation correctly. According to Arizona state law, the original donation must be made directly to Arizona Tuition Connection or through an employer with holding, with the employer paying the withholdings directly to us.
You cannot make your original donation through United Way, Benevity or a similar “umbrella” organization and take it as a tax credit. While we can certainly accept such donations, the donors are not entitled to take the private school tuition organization credit. The law states that the donor must make the contribution directly to a school tuition organization.
What you must do is make your donation directly to Arizona Tuition Connection, or through payroll deduction, then take the receipt we provide to the third party or your employer for matching. By doing it this way you can take the credit and have your employer match.
Typically, your employer will send us some paperwork to complete and return. These matching funds can sometimes take a while to be sent. It is not uncommon for employers to cut matching checks, quarterly or even semi-annually.