ClearPath Launch
From intent to compliant, operating SGO
Full-service SGO formation: 501(c)(3) structuring, governing documents, state opt-in registration, and Section 25F compliance from the ground up. The legal foundation every other ClearPath product is built on.
Forming a compliant SGO is not a checklist exercise. Federal law requires specific organizational structures, IRS-compliant governing documents, and a primary mission statement that survives regulatory scrutiny. State approval processes vary significantly and stack additional requirements on top. Most organizations attempting this independently encounter friction that delays launch by months — or, in some cases, disqualifies their application entirely.
Why it matters
Done right the first time
Compliance failures at the formation stage have cascading consequences. We've structured governing documents and board policies for Section 25F compliance before the program even had final IRS rules — so your foundation is built for what the regulations actually require, not what they might mean.
State-specific navigation, not guesswork
State opt-in processes vary significantly. Some require standalone legislation; others have additional compliance layers on top of federal requirements. We've mapped every active and pending state and know exactly what each approval process requires.
The foundation the rest of your platform runs on
ClearPath Launch produces the governing documents and policies that ClearPath Donors and ClearPath Scholarship enforce operationally. Everything from your no-earmarking policy to your qualified-expense definitions flows from the formation work.
Everything Launch covers
ClearPath Launch 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.
One-time engagement priced by organizational complexity and state filing requirements.
- 501(c)(3) formation or SGO-purpose amendment for existing organizations
- Governing documents and bylaws structured for Section 25F compliance
- Board structure design for proper arm's-length award governance
- No-earmarking policy design and board training materials
- Qualified expense policy documentation
- State opt-in registration and approval process navigation
- IRS determination letter strategy and submission support
- Structured handoff to ClearPath Donors and ClearPath Scholarship for go-live
ClearPath Launch 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