Scholarship Insights
Contact us
Scholarship-granting operations · Federal EFTC §25F

The operating platform for scholarship granting organizations.

Scholarship Insights runs the operations behind an SGO — family applications, eligibility, donor processing, compliance, and reporting — in one integrated system, so your team can focus on donors and awards.

Contact us See how it works

Built for the federal Education Freedom Tax Credit — effective January 1, 2027.

§25F — effective Jan 1, 2027
30+ states opted in

A new federal tax credit means a new wave of applications, donors, and compliance obligations. Scholarship Insights is built for exactly that moment.

▣

One place, no spreadsheets

Applications, donors, awards, and reporting in a single system — one source of truth, no manual data entry.

◆

Compliance built in

§25F income eligibility and safeguards verified automatically at intake — not bolted on after the fact.

⛨

Enterprise infrastructure

Salesforce as the system of record, with encrypted, access-controlled storage your board can trust.

The Platform

One platform. The whole workflow.

From a donor's first gift to a family's award, Scholarship Insights runs the operations end to end — so the SGO focuses on donors and scholarships, and the administration takes care of itself.

Donor side

  1. Donor gives through the SGO's branded, secure portal — on any device, including a scan-to-give QR code.
  2. The contribution is recorded, receipted, and reconciled automatically.
  3. Donor acknowledgment and tax-credit documentation prepared for the SGO to issue.
  4. Funds tracked against program requirements through to award.
  5. Donors receive clear impact reporting — which community, how many students.

Family side

  1. Families apply in one place — scan a QR code to start on any phone, in one guided application.
  2. Eligibility verified automatically against federal income rules, residency, and enrollment.
  3. Applications routed for review with student identity masked; safeguards applied automatically.
  4. Awards recorded; funds paid to the school or provider — not the family.
  5. Families see real-time status at every step.
The platform layer — what the SGO no longer does by hand

Structured, reporting-ready, automatic.

✓Income-eligibility verification
✓Disqualified-person screening
✓Prior-recipient & sibling priority
✓Payout-requirement tracking
✓Treasury-ready reporting
✓Generate donation tax receipt

All structured against a Salesforce data model. No manual entry. No spreadsheets. Fewer errors, faster awards.

The SGO focuses on donor relationships and scholarship awards. Scholarship Insights handles the operations and administration — all in one place.

Compliance, built in

§25F compliance, handled at the source.

The federal program brings real obligations. We built a data model with workflows and automations that verify income eligibility and enforce these rules at intake — carrying them through to reporting, so an SGO can operate compliantly from day one.

  • Income-eligibility verification at intake (area median gross income)
  • Disqualified-person screening under §25F
  • Prior-recipient and sibling priority
  • Payment-to-provider controls
  • Reporting-ready structured data for Treasury
A note on where the program stands The EFTC takes effect January 1, 2027, and Treasury's implementing regulations are still pending. The platform is built to the statute now and updated as final rules are issued — so SGOs are ready on day one, not scrambling after it.
Security & infrastructure

Enterprise infrastructure. Secure by design.

Scholarship Insights is built on enterprise infrastructure, with Salesforce as the system of record for scholarship administration. Sensitive family and donor records are held in encrypted, access-controlled storage with a full audit trail. SGOs get the reliability of a proven foundation without building or maintaining it themselves.

Enterprise securityAccess controls and data protection for sensitive family and donor records.
One source of truthA single auditable data model — no spreadsheets, no ad-hoc file storage.
§25F automationsWorkflows that verify income eligibility and enforce program rules.
Proven foundationThe reliability and uptime of established, enterprise-grade platforms.
Who we work with

We partner selectively.

Scholarship Insights works with a limited number of scholarship granting organizations. We're intentional about fit — the right mission, no conflicts, and a partnership that can grow. If you're preparing for the EFTC era and want operations and compliance handled properly from the start, we'd like to talk.

Start a conversation
Contact

Tell us about your organization.

Tell us about your SGO and we'll follow up to schedule time to discuss further.

We'll only use your details to respond to this enquiry.