| Frequently Asked Questions||FAQs about the CDFA Tax Credit Program for donors and businesses.||[link]|| |
| Tax Credit Grantee Information Packets||Everything you need to know about managing your CDFA Tax Credit award.
|2018 Tax Credit 101 Workshop Presentation||[PDF]||[1.60MB]|
|Customizable CDFA Investment Tax Credit Program Brochure||Brochure for businesses interested in the Tax Credit Program. This file has space on the inside flap that the project can customize.||[PDF]||[8.50MB]|
|Fundraising Report Instructions||This instruction sheet will walk you through how to file your month fundraising status report, due on the 5th of each month.||[PDF]||[35.75KB]|
|Investment Tax Credit Pledge Agreement ||See also our online pledge form. Click the green arrow for the new fillable paper pledge agreement. ||[PDF]||[92.88KB]|
|L5 Annual Report Instructions||Instructions for L5 grantees on submitting an annual report. ||[PDF]||[76.15KB]|
|List of Fundraising Consultants||Here are some independent third-party consultants who may be able to assist your organization sell CDFA tax credits [note: CDFA does not vouch for or endorse any third-party consultants].||[link]|| |
|Pledge Agreement Instructions ||Explains how to process a donor pledge and upload the form to GMS.
|Successful Fundraising Results||Tips for getting the most out of your tax credit campaign.||[PDF]||[40.95KB]|
|Tax Credit Annual Report Instructions||This document will show you how to complete your annual status reports (due on July 31st) and file them on GMS.||[PDF]||[76.25KB]|
|Tax Credit Grant Timeline||Here is a timeline of milestones for grantees over the life of their tax credit fundraising effort and contract completion. ||[PDF]||[38.05KB]|
|Using GMS to Correspond with Staff||How to contact CDFA staff and keep track of all correspondence with GMS.||[PDF]||[179.22KB]|