SPE Contribution Steps

Donating Your PA Taxes for AIM Scholarships through a Special Purpose Entity

AIM Scholarship 1, LLC, BLOCS, Jewish Scholarship LLC, Central PA Scholarship Fund

 6 Steps
  • Step 1      Consult your tax advisor to confirm eligibility and review the operating agreement and joinder. 
  • Step 2      Estimate your PA Tax Liability for two years. A two year commitment for the same amount is required.
  • Step 3      Complete the joinder agreement with signatures from the designated SPE by the date indicated.  The program is on a first-come first-served basis.
  • Step 4      You will receive notification of the tax credit award approval and need to send in a check/wire within 60 days.
  • Step 5     The SPE immediately passes your contribution to AIM Academy for student scholarships.
  • Step 6     The SPE completes all required tax and accounting paperwork. The SPE will send a K-1 partnership form to you by the end of February which indicates your tax credit.

For more information contact Joy Antonoplos, AIM Associate Director of Institutional Advancement, 215-948-9335, jantonoplos@aimpa.org