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 ClearPath Pledge — pre-launch pledge drives that build your donor base before giving even opens.
The donor-facing side of an SGO has compliance requirements that standard fundraising platforms aren't designed to handle.
A hard cap, tracked precisely
The $1,700 per-donor annual credit limit must be tracked exactly — across every gift, refund, and recurring schedule.
Receipts, not letters
IRS-compliant tax credit receipts differ from standard charitable contribution letters — and must be generated and issued correctly, every time.
Households file differently
Married couples have specific filing optimization opportunities that generic giving platforms don't model.
Getting any of this wrong costs donors their tax credits.
annual per-donor credit cap, enforced in real time
dollar-for-dollar federal tax credit
Watch the cap enforce itself.
Every gift tracks against the donor's $1,700 annual federal credit. Receipts issue instantly, and the limit physically can't be crossed.
Interactive — go ahead, click around.
Annual credit used
$950 / $1,700
Why it matters
Compliance built into every transaction
Every donation is automatically tracked against the $1,700 annual per-donor limit. Donors receive IRS-compliant Section 25F tax credit receipts — not generic acknowledgment letters — within minutes of giving. The system enforces limits, generates correct receipts, and maintains the audit trail automatically.
A branded portal your donors trust
Donors give through a fully branded portal under your SGO's identity. No third-party payment pages, no generic forms. The experience reflects your organization from first click to receipt — and every touchpoint builds the relationship that drives annual renewal.
A CRM built for SGO donor relationships
SGO success depends on renewing donors year after year. ClearPath Donors includes a full communication and renewal campaign system, not a generic email tool bolted onto a payment processor. Donor history, giving capacity, and impact connection are all in one place.
Your donor base, built before you're allowed to take a dollar.
Until January 1, 2027, no SGO can accept a qualifying gift — which is exactly why the pre-launch window matters. ClearPath Pledge runs your pledge drive now, then works the entire pledge book automatically the moment Section 25F activates.
Explore ClearPath PledgeIncluded with ClearPath Donors — no separate module, no separate fee.
Every level of commitment
Supporters can leave just an email, pledge an amount, or secure their pledge with a saved card or bank account — all three flow into one pipeline.
Launch day runs itself
Secured pledges are charged automatically at launch with same-day Section 25F receipts; everyone else gets a one-minute complete-your-gift link.
Multi-year pledge ladders
The $1,700 credit resets every tax year — one pledge schedules an annual gift each January, each earning its own full credit.
State-conditional pledges
Supporters in undecided states pledge anyway; their gift only processes if their state opts in. Your biggest objection becomes pipeline.
Compliance keeps donors safe. The growth engine keeps them coming.
Most organizations launching an SGO are building a donor base from zero — or converting congregational givers into tax-credit donors for the first time. ClearPath Donors ships with the acquisition and retention machinery built in. Every tool below is native to the platform, aware of the $1,700 cap, and designed around how Section 25F giving actually works.
Tax-credit fit advisor
ConversionShows each donor how much credit headroom they have left and what a gift actually costs after the credit — at the exact moment they're deciding how much to give.
Give-to-your-cap scheduling
RecurringDonors set a recurring schedule that automatically fills their $1,700 annual cap and stops when it's reached. No overage, no refund cleanup, no donor confusion.
Peer-to-peer fundraising
AcquisitionSupporters launch personal fundraiser pages with their own story, goal, and progress bar. Every gift is attributed to the page — and capped, receipted, and audited exactly like a direct donation.
Donor referrals
AcquisitionEach donor gets a shareable referral link. New donors are attributed to the referrer automatically, turning your most enthusiastic supporters into your acquisition channel.
Lapsed-donor win-back
RetentionThe platform detects donors who gave last year but not this year and queues win-back outreach before year-end — when the use-it-or-lose-it credit argument is strongest.
Tribute & employer-matched gifts
In-honor and in-memory giving with automatic honoree notifications, plus employer capture in the giving flow so match opportunities surface for staff follow-up instead of disappearing.
Recognition wall
A public recognition wall donors opt into, organized by lifetime giving tier — the kind of belonging that turns a one-time gift into an annual habit.
Consolidated year-end statements
One year-end tax statement covering every gift a donor made, plus a plain-language tax explainer — so January is effortless for donors and silent for your staff.
Everything Donors covers
ClearPath Donors 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.
Ongoing monthly fee. Scales with donation volume.
- 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
- ClearPath Pledge: pledge drives with card-on-file security, launch-day auto-charging, multi-year ladders, and state-conditional pledges
- Peer-to-peer fundraiser pages and donor referral tracking
- Lapsed-donor detection with win-back campaigns
- Donor CRM with full communication and renewal campaign tools
- Recurring donation management with give-to-your-cap auto-scheduling
- Employer payroll giving integration support
- Tribute gift processing and donor recognition wall
- Consolidated year-end donor tax statements
- Donor impact reporting tied to individual scholarship outcomes
ClearPath Donors 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