Tax pros, if it cost less than $0 to help local charities… would your clients & employees take advantage?

With no cost to your firm or clients…

Up to $210 in gift cards for each client & employee

 Rewards for your High Performers

Large donations to local charities

Clients will be impressed you found ‘em free money

Boast that your firm is helping local charities

How It Works

Taxpayers can donate to “Qualifying Charitable Organizations”, up to $2,111, and get dollar-for-dollar tax credits… so it’s a $0 net cost to the donor! (click here for tax credit details)

CFA is passionate about inspiring folks to designate their tax credits, so we reward your firm and it’s clients & employees! Your firm will receive Amazon gift cards equal to 2% of all client & employee donations… give them out to your best performers! Clients & employees who direct their tax credit will receive gift cards equal to 10% of their donation.

Example: 20 of your clients designate a $1,000 tax credit. Each client will reduce their AZ State Tax liability by $1,000, make the $1,000 donation by check or credit card on our website, and receive a $100 Amazon gift card… so each client is $100 ahead and made a big difference in the community! Further, your firm would receive a $400 gift card (20 x $1,000 x 2%), just for promoting this charitable concept to your clients. Everyone comes out ahead… clients, your firm, local charities!

FAQ

  • We issue each donor a tax credit receipt listing the Qualifying Charitable Organization (QCO) and the unique code assigned to them. The State has a list of Qualifying Charities at https://azdor.gov/tax-credits/credits-contributions-qcos-and-qfcos

    Each donation is reported on tax returns of both the donor and the charity, matched up by the AZ Dept of Revenue... so the checks & balances are very tight.

  • No, CFA is not paid by the charities, and there's no financial incentive for us to direct your donations to a particular charity.

  • Charity Fundraising of Arizona interviews the charities to find those with the most need and, in our opinion, have the most inspiring mission. Each donor receives a tax credit receipt with the charity's name and unique 5 digit code.

  • We have a digital flyer you can provide clients that’ll explain the program. The flyer will direct them to our “Donors” webpage where they can donate online or by check. We’ll deliver funds to the charity, get donor tax receipts from the charity, and email the receipts to each donor along with a link to the gift card equal to 10% of the donation & detailed explanation of how to apply the tax credit on their return… and we can copy you on those emails if you'd like, so you have the inputs for the return.

    Alternatively, if you prefer to apply the tax credits “on the fly” as you're completing the returns, we’ll provide you with charity details to input on the returns, then just give them the digital flyer that directs them to make payment on our “Donors” webpage.

    Once all of your client & employee donations are collected, we'll either email your firm a link to a gift card for 2% of all donations, or we can deliver physical gift cards for you to give out to employees & clients. Pretty easy... we do all the legwork!

  • We'll provide you with a digital flyer that can be emailed to your clients & staff, and hard copies to post or pass around. Of course, we look forward to meeting at your office to discuss further, and gladly give a presentation to your staff if you agree it's a fantastic deal for them!

    Our founder, Lukas, is a former CPA and excellent at explaining the process & answering questions donors may have :)

  • The combined donation limit for 2024 is $2,111 married filing joint and $1,057 for all other filers. That combined limit consists of two credits that each be claimed each year...

    QCOs are claimed on Form 321. The maximum credit donation amount for 2024 is $938 married filing joint, and $470 for all others.

    QFCOs are claimed on Form 352. The maximum credit donation amount for 2024 is $1,173 married filing joint, and $587 for all others.

    Donation limit is the lesser of those amounts above and the tax liability.

  • Of course, donations paid in a calendar year can be claimed in that tax year. But donations made between January 1st and April 15th can be applied to either that calendar year or the prior year's tax return.

Get started here!

Excited for clients & employees to spend less than $0 to help local charities? Kindly provide some details and we'll connect with you shortly to help you get started. Your enthusiasm for making an impact is truly inspiring!