School Choice Resource Hub Partnering With Schools and SGOs to Expand Educational Access
School choice continues to grow across the country, creating new opportunities for families and new responsibilities for schools and SGOs. FACTS supports every part of this ecosystem with tools, guidance, and resources that make participation clear, sustainable, and easier for everyone involved.
Whether your state offers ESA, voucher, or tax credit scholarship programs, FACTS helps your organization stay aligned with program rules, manage funding confidently, and guide families with clarity. This hub brings together everything you need to prepare for what is here today and what is coming next.
About School Choice
Used by more than 13,000 schools and 130 SGOs, FACTS provides the infrastructure and expertise needed to manage scholarships, support families, and stay aligned with evolving state and federal requirements. As school choice continues to grow, it is no longer a single program but a connected ecosystem of families, schools, SGOs, and state agencies working together to expand access to education.
With participation rising, the operational, technical, and compliance demands on every partner are increasing. FACTS sits at the center of this ecosystem, connecting:
- Families applying for scholarships
- SGOs verifying eligibility and awarding funds
- Schools and dioceses managing enrollment and tuition
- States overseeing compliance and reporting
For Schools
Why School Choice Matters for Your School
As school choice programs expand, schools are experiencing new opportunities along with new operational expectations. Schools are adapting to shifts in family interest, funding models, and compliance requirements that influence day-to-day work and long-term planning.
Rising family demand from students using ESA, voucher, or tax credit scholarships
More complex tuition payments involving multiple funding sources per student
Greater compliance responsibilities for reporting, audits, documentation, and verification
New enrollment and marketing dynamics as more families become school choice-eligible
Financial planning variability due to staggered state disbursements and timing differences
FACTS helps schools manage these shifts with tools and support that make participation in school choice programs more manageable. Whether your school is new to school choice or navigating multiple funding streams, we help you remain organized, audit-ready, and family-centered.
How FACTS Supports Schools in School Choice
FACTS supports schools with a connected system that reduces manual work, improves accuracy, and ensures families receive the right support at the right time.
Explore the Comprehensive School Choice Playbook
A practical, department-by-department guide designed to help school leaders turn school choice policy into effective action. The playbook includes strategies, best practices, and readiness checklists to support enrollment growth, financial stability, and compliance across your school.
For SGOs
How FACTS Supports SGOs and Expands Their Impact
Scholarship Granting Organizations expand access to educational opportunity. FACTS equips SGOs with technology and guidance that help them scale their mission, strengthen donor trust, and support families with confidence.
Streamlined applications, guided documentation, and multilingual support make scholarships easier to access.
Verification tools, accurate reporting, and audit-ready systems reinforce transparent stewardship of scholarship funds.
FACTS supports high-volume applications, complex eligibility rules, and multi-school award distribution without adding overhead.
Tools that simplify coordination and communication help SGOs strengthen their relationships with schools.
SGO Tools That Support Mission and Scale
FACTS provides SGOs with configurable tools that make scholarship programs accurate, compliant, and easy for families to navigate.
Application and Eligibility
- Secure online application branded for the SGO
- Custom eligibility fields and rules
- Automated status updates and document tracking
Verification and Documentation
- Income verification using IRS data
- Support for W-2s, tax returns, IEPs, proof of address, and more
- Manual review options when needed
Prioritization and Waitlist Management
- Income tiers, sibling priority, disability status, and other program rules
- Automated waitlist assignment as funds or seats open
Award and Fund Management
- Eligibility mapping
- Restricted and designated fund tracking
- Award assignment and acceptance workflows
Reporting and Compliance
- Real-time dashboards
- Program-specific audit and compliance reporting
- Multi-year documentation storage
Family and Partner Support
- United States based support center
- Multilingual assistance
- Tools that improve coordination with schools
Understanding the Federal Scholarship Tax Credit
Beginning in 2027, the Federal Scholarship Tax Credit will expand scholarship opportunities in states that opt in. FACTS supports SGOs and schools with application management, verification tools, award logic, reporting, and compliance workflows aligned to the new federal requirements.
School Choice FAQs:
School choice programs are designed to serve students and families by expanding access to a range of educational options. Depending on the program and the state, school choice funding may be used for private or faith-based school tuition, tutoring, special education services, online learning, curriculum materials, and other approved educational expenses. Eligibility and allowable uses vary by program.
Some school choice programs allow public school students to access additional educational services while remaining enrolled in their public school, while others provide alternative education options. The impact on public school systems varies by program design, funding structure, and state or federal oversight.
Schools may enroll students who qualify for multiple funding sources, such as Education Savings Accounts, tax credit scholarships, or school-based financial aid. Managing these situations typically requires clear tracking of funding sources, coordination with SGOs or state agencies, and careful award sequencing to meet program rules and avoid overfunding.
SGOs often remain involved beyond the initial award. Their responsibilities may include verifying ongoing eligibility, managing renewals, coordinating with schools, handling reporting requirements, and supporting audits. The level of involvement varies by program and state.
School choice programs vary widely by state. Differences may include eligibility criteria, documentation requirements, award amounts, reporting timelines, and audit standards. Schools and SGOs participating in multiple programs often need flexible processes to adapt to these variations.
The Federal Scholarship Tax Credit is a national program that states may choose to participate in. While it shares similarities with state tax credit programs, it introduces additional coordination considerations for SGOs, schools, and donors due to its federal structure. It is designed to operate alongside existing state programs, not replace them.
Reporting requirements vary by program but may include enrollment verification, tuition reconciliation, attendance records, and documentation reviews. Audits may be conducted by state agencies, independent auditors, or program administrators, depending on the program’s structure.
School Choice Insights
Explore articles, customer stories, and insights that show what school choice looks like in action for schools, SGOs, and families.
Have questions about school choice?
Not sure where to start, how programs fit together, or what applies to your organization? Our School Choice team is here to listen, share perspective, and help you think through your options.
