One platform to operate your SGO. Completely.
ClearPath gives you every piece of the operational infrastructure — from formation through ongoing donor, scholarship, and compliance management. Six integrated products, built specifically for SGOs under Section 25F. No patchwork, no gaps.
Everything in one place
Donor data, scholarship records, compliance monitoring, and reporting all share a single source of truth. No reconciling between systems. No data falling through the gaps.
Built for SGOs — not adapted for them
Every product was designed from the ground up for Section 25F: the $1,700 donor limit, 300% AMI income verification, the 90/10 ratio, no-earmarking rules. Generic software handles none of this.
Compliance first, always
Compliance isn't a feature layer on top of an operations platform. It's the foundation. Every transaction, receipt, and award decision is structured around regulatory requirements from day one.
How your SGO runs on ClearPath
Six integrated products, three phases of operation. Every piece connects — no switching between systems, no compliance gaps, no manual reconciliation.
Get formed and approved
ClearPath Launch handles every step of SGO formation — entity structuring, governing documents, state registration, and federal Section 25F compliance. Without this done correctly, nothing else works.
ClearPath Launch
One-time service
Launch your donor and scholarship platform
ClearPath Donors and ClearPath Scholarship launch together on day one. Donors give through a compliant portal. Families apply through a branded scholarship portal. Both platforms run in parallel, sharing data.
ClearPath Donors
Ongoing service
ClearPath Scholarship
Ongoing service
Stay compliant. Stay informed.
ClearPath Shield monitors your compliance in real time — 90/10 ratios, state deadlines, regulatory changes. ClearPath Insights aggregates data from across your platform to produce the reports your board, donors, and regulators each need.
ClearPath Shield
Ongoing service
ClearPath Insights
Ongoing service
ClearPath Advisory
Strategic consulting for structure, state, and growth decisions — available at any stage.
The first nonprofit operating system designed for SGOs
An SGO is not just a software portal or a compliance checklist. It is a full operational organization that requires donor CRM, scholarship administration, legal compliance, bookkeeping, and marketing. ClearPath is the only platform that bundles all of these services in one place, shielding your team from the operational friction of doing it alone.
Why SGO administrators get overwhelmed
If you run your SGO on generic church or school software, your team will end up wasting hundreds of hours on manual administrative tasks:
Lifecycle Categories
Donor Services
Build donor trust and simplify the donation lifecycle under your own SGO brand.
- Manually mailing tax receipts for every contribution.
- Answering frantic donor emails for lost receipts in April.
- Losing potential corporate matches because donors must look them up manually.
- Failed payment recovery requires manual phone calls and tracking.
- Manual tracking of written acknowledgments for gifts over $250.
- Branded, ACH-first public giving page & self-service donor portal.
- Automatic generation of IRS Section 25F-compliant receipts.
- Self-service donor tax portal where donors download historical receipts on demand.
- Integrated Double the Match employer donation database.
- Automated failed-payment retries and donor reactivation email sequences.
- Built-in IRS acknowledgment tracking for full audit trails.
ClearPath bridges the gap between software & actual SGO administration.
Request a walkthrough of this moduleEvery product, in detail
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.
- 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
- +4 more included
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.
- 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
- +4 more included
ClearPath Scholarship
Applications, eligibility, awards, and disbursements
The complete scholarship administration platform: a branded family application portal, geography-specific 300% AMI income verification, award decision support tools, returning student priority tracking, and scholarship disbursement processing.
- Branded online scholarship application portal for families
- Income verification engine calibrated to 300% AMI by applicant geography
- Eligibility screening and documentation collection workflow
- Award decision support tools with arm's-length documentation
- +4 more included
ClearPath Shield
Continuous compliance, not annual reviews
Real-time compliance monitoring: continuous 90/10 spending ratio tracking with live alerts, state annual report preparation and submission, IRS audit trail maintenance, and regulatory change monitoring as Section 25F rules continue to evolve.
- Real-time 90/10 spending ratio monitoring dashboard with threshold alerts
- State compliance reporting preparation and submission by deadline
- IRS audit trail maintenance and documentation management
- Regulatory change monitoring as IRS finalizes Section 25F rules
- +4 more included
Recent Activity
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.
- 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
- +4 more included
Monthly Giving
ClearPath Advisory
The decisions before the decisions
Strategic consulting for organizations deciding whether and how to launch an SGO — including form-vs-partner analysis, state-specific planning, multi-SGO coordination for large networks, and program growth strategy.
- Assessment of whether to form your own SGO or partner with an existing one
- State-specific strategy for markets with complex opt-in requirements
- Multi-SGO coordination strategy for networks with cross-state operations
- Consortium structure design for groups of organizations
- +4 more included
SGO Readiness Assessment
Recommendation
Form a new SGO
vs. partner with existing SGO
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