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Our Services
01.SGO Formation Package
This comprehensive service guides organizations through the entire process of establishing a Scholarship Granting Organization (SGO), including state registration, nonprofit formation, EIN procurement, and early policy development. It ensures compliance with federal and state requirements, providing organizations with a clear roadmap to launch their SGO effectively. The package is tailored to nonprofits aiming to qualify for education tax credits starting in 2027. It includes step-by-step guidance and document review, streamlining the setup process.
02.Compliance & Policy Review
This service offers detailed review and customization of SGO-specific bylaws, conflict-of-interest policies, and scholarship procedures to ensure full regulatory compliance. It provides nonprofits with peace of mind by aligning operational policies with federal and state guidelines. Ideal for organizations nearing launch or needing policy updates to meet upcoming federal education tax credit requirements. The service includes document review and tailored recommendations.
03.State Registration Support
This service assists nonprofit organizations in navigating state-specific registration and designation processes necessary to establish an eligible SGO. It includes guidance on state filings, designation protocols, and ongoing registration compliance. Perfect for organizations in the planning phase who need expert assistance to adhere to state requirements. It aims to facilitate a smooth, legally compliant registration process across different states.