Note: School Tuition Organization cannot award, restrict, or reserve scholarships solely based on a donor’s recommendation.
Taxpayer may not claim a tax credit if the taxpayer agrees to swap donations with another taxpayer to benefit either taxpayer’s own dependent.
IMPORTANT INFORMATION FOR FAMILIES IN THE CTSO REFERRAL PLAN
Wow, what a finish to the 2019-2020 school year! I pray you and your family are safe and healthy. Now, we begin the new school year and our prayers continue for all in our school community.
Thank you for your participation in the CTSO Referral Plan. This program will provide additional funds for families who may receive scholarships and for all families, a very useful tool for you to pursue tuition assistance from taxpayers who wish to benefit from Arizona’s Private Tuition dollar for dollar Tax Credits toward their state tax liability.
If your student(s) have graduated, or if your children are no longer in any of our Catholic schools, please notify me and you will be removed from this email list.
For school year 2020-2021 Referral Plan participants who have NOT completed a FAIR, Inc. application for a regular CTSO scholarship, must return the following forms to me directly, preferably by email:
Request for Referral Plan Funds and an Income Verification Form.
To have funds sent to your school in July 2020, please return these forms to me by June 15, 2020. You need complete and submit these forms to me only once during the school year. We expect to pay Referral Plan funds to schools on a regular basis throughout the school year.
The final date for you to return these forms for payment to your school in 2020-2021, is May 1, 2021.
Thank you again for taking the initiative to provide tax payers with a benefit from Arizona’s tax credit program and to help your family with critical tuition assistance to have your children experience a quality, accessible and affordable education.
Many blessings to you and to your family for continued good health and safety.
Julieta Gonzalez, Scholarship Manager
Currently CTSO’s scholarships meet only 50% of the verified financial need as determined by a third-party evaluator. Participation in the CTSO Referral Plan can increase that percentage.
Purpose of the CTSO Referral Plan:
- To increase contributions to help meet the scholarship recipient needs
- To increase the current percentage of funding available for families