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.
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 vs. partner
In some cases, partnering with an existing approved SGO produces the same outcome with far less operational overhead.
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 path are you on?
Three questions give you a directional read on form-vs-partner. 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?
Answer all three for a directional read.
Directional only — the real answer depends on your state and timeline. That’s what Advisory is for.
Why it matters
Form vs. partner — an honest assessment
We'll tell you if forming your own SGO is the right move, or if partnering with an existing approved SGO delivers the same outcome with less cost, time, and operational complexity. We have no financial incentive to push one answer over the other.
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.
Project-based engagement scoped per organization.
- 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
- 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
See the platform live. Then decide.
Tell us about your organization and we’ll set up a live demo — the real product, loaded with sample data — alongside a consultation on your formation path, state, and timeline.
What happens next
We review your submission and respond within one business day
Live platform demo — the actual product on sample data, typically 45–60 minutes
Diagnostic consultation on your formation path, state requirements, and timeline
You leave with a clear scope and recommendation — even if the answer is to partner rather than form