ClearPath Advisory
The decisions before the decisions — free
The conversation that comes before you choose anything. We work out with you whether an SGO should be yours at all, who should run it day to day, and what your state actually requires — then point you at the answer, including the one where you do not need us. It costs nothing, and it is where almost everyone starts.
SGO Readiness Assessment
Recommendation
Form a new SGO
vs. partner with existing SGO
Not every organization that can start an SGO should start one independently.
Form, hire out, or partner
Owning an SGO and staffing one are separate decisions. Sometimes partnering with an existing approved SGO produces the same outcome with far less overhead; sometimes the entity should be yours and the operation should not.
Standalone vs. consortium
For some networks, the right structure is a consortium rather than a standalone entity.
The map keeps moving
Which states have opted in, the competitive donor landscape, the approval timeline — these factors matter enormously and continue to evolve.
These are decisions that are difficult to reverse and expensive to get wrong — which is exactly why we do not charge for the conversation.
Which path are you on?
Three questions on whether the SGO should be yours, one on who would run it — and a directional read across all three models. The real answer is a conversation, but it starts here.
Interactive — go ahead, click around.
Do you already operate a 501(c)(3)?
How many states will you serve?
Expected donor base in year one?
Who would run it day to day?
Answer all four for a directional read.
Directional only — the real answer depends on your state and timeline. That’s what Advisory is for.
Why it matters
Which model fits — an honest assessment
We'll tell you whether forming your own SGO is the right move, whether it should be yours but operated by our team, or whether partnering with an existing approved SGO delivers the same outcome with less cost, time, and complexity. We sell all three, so we have no incentive to push one answer over the others.
State-specific strategy built on current reality
The opt-in landscape is still evolving rapidly. Which states have passed legislation, which are pending, what each state's specific requirements are — we track this continuously and build your strategy around what's actually true today, not what was true six months ago.
Network coordination for large organizations
Dioceses, school networks, and faith-based organizations operating across multiple states require different structures than single-state organizations. ClearPath Advisory specializes in multi-state and consortium structures — the coordination problems that simple formation guides don't address.
Everything Advisory covers
ClearPath Advisory 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.
Free. There is no engagement to sign and nothing to buy at the end of it — if the answer is that you should join an existing SGO, or wait for your state, we will tell you that.
- Assessment of whether to form your own SGO, form one and have us operate it, or partner with an existing SGO
- 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
- Donor acquisition strategy and program launch planning
- Board and leadership education on Section 25F mechanics
- Competitive landscape assessment for your specific geography
- Phased growth planning and resource allocation guidance
ClearPath Advisory connects to the rest of ClearPath
Talk it through before you decide.
Tell us about your organization and we’ll set up a consultation on your formation path, your state, and the timeline. It costs nothing and there is nothing to sign — and if it’s useful, we’ll walk through the platform on the same call.
What happens next
We read your submission and respond within one business day
A working session, typically 45–60 minutes — your situation, not a sales pitch
Which of the three paths fits, what your state requires, and what the timeline is
You leave with a clear recommendation — including when the answer is to join an SGO rather than form one, or to wait