Help improve healthcare in our community through Georgia's tax credit opportunity

Phoebe Sumter Medical Center and Phoebe Worth Medical Center are excited to be partners with the Georgia HEART Hospital Program for the rural hospital tax credit.

What is the Georgia HEART tax credit program?

Georgia taxpayers can receive a state income tax CREDIT for 100% of the amount they contribute to qualified rural hospitals including Phoebe Worth Medical Center and Phoebe Sumter Medical Center.

How much can I contribute for a tax credit?

If you pay Georgia income taxes, you are eligible to receive a 100% state income tax credit for contributing to a rural hospital.

In the first half of the year, there are limits to the amount individual taxpayers can contribute, as follows:

  • Individual Filer up to $5,000
  • Married Filing Jointly up to $10,000
  • Pass-Through Owner up to $10,000

From July 1 through the end of the year, these limits are lifted.

At any time during the year, a “C” Corporation or Trust shall be allowed a 100% Georgia income tax credit for contributions to RHOs, for amounts up to 75% of the corporation’s or trust’s annual state income tax liability.

In addition to a 100% state income tax credit, “C” Corporations, Trusts, and some pass-through businesses qualify for an additional federal business expense deduction.

How do I sign up to contribute?

It’s easy! Follow these simple steps, as outlined below:

  • Complete and submit your 2021 HEART Tax Credit application at www.georgiaheart.org
  • HEART submits your application to the Georgia Department of Revenue (DOR)
  • HEART and DOR notify you of approved tax credit amount and payment deadline
  • Send a check made payable to your designated rural hospital to HEART for deposit to the hospital’s account within 180 days of approval, or 12/31/21, whichever comes first
  • HEART sends you Form IT-QRHOE-RHO1 (tax receipt) for claiming the credit on your 2021 Georgia income tax return

For more information about the Georgia HEART rural hospital organization tax credit program, visit www.georgiaheart.org or contact Georgia HEART at heart@georgiaheart.org.