ClearPath Insights
Data your board, donors, and regulators each need
A real-time reporting and impact analytics platform that aggregates data across your entire SGO operation — producing board dashboards, donor impact reports, state regulatory submissions, and IRS documentation from a single source.
Monthly Giving
An SGO generates distinct reporting requirements for multiple audiences simultaneously. State regulators require specific annual reports in specific formats. The IRS requires documentation supporting donor tax credit claims. Your board needs financial and operational data to govern effectively. Donors increasingly expect impact reporting that connects their giving to specific student outcomes. Each audience needs different data, formatted differently, on different schedules — and general-purpose analytics tools weren't built for any of it.
Why it matters
One platform, every audience
ClearPath Insights produces board dashboards, donor impact reports, state regulatory submissions, and IRS documentation from a single data source. No manual reformatting, no reconciling data across separate systems, no version control issues between the report you gave your board and the one you submitted to the state.
Donor impact reporting that renews giving
The most effective donor retention tool is showing donors exactly which students their contributions supported. ClearPath Insights connects donation records to scholarship recipients and generates individual impact reports automatically — the kind of reporting that turns a one-year donor into a multi-year supporter.
Outcome tracking across years
Long-term program success requires tracking student outcomes across multiple years — enrollment continuity, renewal rates, school performance data. ClearPath Insights maintains the longitudinal record that demonstrates program effectiveness to your board and to regulators.
Everything Insights covers
ClearPath Insights 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.
Included in ongoing operational support fees.
- Real-time operational dashboard for SGO leadership
- Board-level financial and compliance summary reporting
- Donor-facing impact reports tied to individual scholarship recipients
- State annual report preparation in required format by jurisdiction
- IRS documentation package for donor tax credit substantiation
- Student outcome tracking and multi-year trend reporting
- Donor acquisition and retention analytics
- Year-over-year program growth and impact reporting
ClearPath Insights 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