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.
Monthly Giving
One operation, four audiences — each needing different data, in a different format, on a different schedule.
Regulators
State regulators require specific annual reports in specific formats; the IRS requires documentation supporting every donor's tax credit claim.
Your board
Effective governance needs financial and operational data that's actually current — not last quarter's spreadsheet.
Your donors
Donors increasingly expect impact reporting that connects their giving to specific student outcomes — it's becoming the price of renewal.
General-purpose analytics tools weren't built for any of it.
audiences to satisfy: board, donors, state, IRS
data source behind every report
One data source. Four audiences.
Your board, your donors, the state, and the IRS each need different reports. Flip between them — the numbers never diverge, because they can't.
Interactive — go ahead, click around.
Q3 board packet — assembled automatically from live operations.
Same numbers in every view — nothing reconciled by hand.
Why it matters
One platform, every audience
ClearPath Insights produces board dashboards, donor impact reports, state regulatory submissions, and IRS documentation from a single data source. No manual reformatting, no reconciling data across separate systems, no version control issues between the report you gave your board and the one you submitted to the state.
Donor impact reporting that renews giving
The most effective donor retention tool is showing donors exactly which students their contributions supported. ClearPath Insights connects donation records to scholarship recipients and generates individual impact reports automatically — the kind of reporting that turns a one-year donor into a multi-year supporter.
Outcome tracking across years
Long-term program success requires tracking student outcomes across multiple years — enrollment continuity, renewal rates, school performance data. ClearPath Insights maintains the longitudinal record that demonstrates program effectiveness to your board and to regulators.
Everything Insights covers
ClearPath Insights 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.
Included in ongoing operational support fees.
- Real-time operational dashboard for SGO leadership
- Downloadable board report covering fundraising, retention, disbursements, and compliance
- 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
- IRS documentation package for donor tax credit substantiation
- Student outcome tracking and multi-year trend reporting
- Donor acquisition and retention analytics
- Year-over-year program growth and impact reporting
ClearPath Insights 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