ClearPath Donors
Every donor interaction, fully compliant
The complete donor-facing platform: a branded donation portal, automated Section 25F tax credit receipts, a full CRM with per-donor limit enforcement, recurring giving management, and marketing tools designed for SGO compliance.
The donor-facing side of an SGO has compliance requirements that standard fundraising platforms aren't designed to handle. The $1,700 per-donor annual credit limit must be tracked precisely. IRS-compliant tax credit receipts — which differ from standard charitable contribution letters — must be generated and issued correctly. Married couples have specific filing optimization opportunities. Getting any of this wrong costs donors their tax credits.
Why it matters
Compliance built into every transaction
Every donation is automatically tracked against the $1,700 annual per-donor limit. Donors receive IRS-compliant Section 25F tax credit receipts — not generic acknowledgment letters — within minutes of giving. The system enforces limits, generates correct receipts, and maintains the audit trail automatically.
A branded portal your donors trust
Donors give through a fully branded portal under your SGO's identity. No third-party payment pages, no generic forms. The experience reflects your organization from first click to receipt — and every touchpoint builds the relationship that drives annual renewal.
A CRM built for SGO donor relationships
SGO success depends on renewing donors year after year. ClearPath Donors includes a full communication and renewal campaign system, not a generic email tool bolted onto a payment processor. Donor history, giving capacity, and impact connection are all in one place.
Everything Donors covers
ClearPath Donors is a complete solution — not a module you configure yourself or a feature set you have to maintain. Every item below is included and actively managed.
Ongoing monthly fee. Scales with donation volume.
- Branded donation portal configured for your SGO identity
- Automated IRS-compliant Section 25F tax credit receipt generation
- Per-donor $1,700 annual credit limit tracking and enforcement
- Married couple joint filing optimization and dual-receipt processing
- Donor CRM with full communication and renewal campaign tools
- Recurring donation management and annual renewal processing
- Employer payroll giving integration support
- Donor impact reporting tied to individual scholarship outcomes
ClearPath Donors connects to the rest of ClearPath
Ready to build your SGO?
The regulatory window, the competitive landscape, and the program timeline all point to 2026 as the year to act. Tell us about your organization and we’ll schedule an initial consultation.
What happens next
We review your submission and prepare for your organization's specific situation
Initial consultation — typically 45–60 minutes — to assess your structure and goals
We outline a formation and operational plan with a clear scope and timeline
Engagement begins with a defined phase 1 scope