1. Tell Us About Your Tax Situation
You share basic information about your federal and state tax liability and which program or programs you'd like to participate in. This takes less than two minutes and can be done online or with the help of our team.
2. We Match You With the Right Program
Based on your state and tax situation, RedefinED identifies the appropriate Scholarship Granting Organization and program pathway for your contribution. We handle the coordination—you don't need to research or contact an SGO on your own.
3. Your Contribution Is Processed
Your contribution is directed to the approved SGO. For federal EFTC contributions, the process is straightforward and fast. State programs may involve additional steps depending on the program and annual cap availability—our team guides you through each one.
4. You Receive Your Tax Credit Confirmation
Once your contribution is processed, you receive documentation for your tax records. Your CPA or tax preparer uses this to apply your federal and/or state tax credit when you file. The scholarship funding flows from the SGO to eligible students and schools.