EITC Participant Guide

 

Everything you need to know about the PA Educational Improvement Tax Credit (EITC) program in one handy guide!

Donate your tax bill to SWS and help us make Waldorf education accessible to more children.


The Basics

The Educational Improvement Tax Credit (EITC) is an opportunity to direct YOUR state tax dollars to Susquehanna Waldorf School. Here’s how it works…

If your total annual pre-tax family income is $35,000 or above, it is likely that you already pay at least $1,000 in yearly state income tax and qualify for a large tax credit for donating to SWS. Under this program, if you donate $1,000 or more, with a 2-year commitment, the state returns 90% of that to you in the form of a tax credit. This means that instead of paying $1,000 in state tax at the end of the year, you’ll pay only $100. In other words, you gave the school a $1,000 gift, and you get 90% of that back in your tax return.

  • EITC Tax credits are worth 90% of the taxpayer’s bill.
  • The remaining 10% of the tax bill may be written off on the federal tax return as a charitable donation.
  • Almost every PA taxpayer can donate their tax bill. There are very few exclusions.

The Process

Pledge Form

Return the pledge form to RedefinEd at: info@redefiningeducation.org

For questions call RedefinEd at: 814-419-5505

EITC FAQs

100% of your contribution goes to the school for scholarship purposes!

If you are a PA W-2 earner via a for-profit company or business and pay $1,000 (amount for a household income of $35,000) or more in state tax, YOU QUALIFY!

If you work for a non-profit, you can still participate but it is recommended that you contact RedefinED to discuss the process to follow for your contribution.

5 minutes to complete the application.

90% credit and the remaining 10% is paid by the donor but can be listed as a deduction on your federal tax bill.

RedefinEd, in collaboration with BLOCS LLC, are our EITC partners managing the donation process, providing us with even more comprehensive support and a smoother experience with EITC than ever before.

For questions contact RedefinEd at:
Email: info@redefiningeducation.org
Phone: 814-419-5505

You can give up to your full PA state income tax liability found on line 12 of your PA-40 form.

Your tax return will come to you in the following tax season. Donors will have to “float” the donation until they receive their credit or refund in the fall of the next calendar year.

Watch The EITC Presentation By RedefinEd

Contact

For more information and non-accounting related questions, contact:

Courtney Kokus, SWS Development Director
717-332-6891
courtney.kokus@susquehanna.org

-or-

Nathan Krotzer, SWS Board Treasurer
717-578-0573
nkrotzer@remax.net

If you have questions about the process of EITC, contact our partner:

RedefinEd
814-419-5505
info@redefineingeducation.org