How SGOs Can Streamline Scholarship Management at Scale

The newly signed Federal Tax-Credit Scholarship Program, originally introduced as the Educational Choice for Children Act, marks a major step forward for school choice. For scholarship granting organizations (SGOs), this legislation opens the door to expanding access to K–12 private education through donor-funded scholarships. But with that opportunity comes increased responsibility.

SGOs are tasked with growing their operations, managing more applications, and ensuring full compliance with state and federal requirements. It’s a big lift, and FACTS is here to help you carry it.

FACTS already supports more than 120 SGOs, including many participating in state-based programs. We understand the day-to-day realities SGOs face: limited staff, complex eligibility rules, strict timelines, and increasing expectations from donors and oversight agencies.

Our Application Builder & Eligibility Verification tool can help you manage application intake, verify eligibility, prioritize awards, track compliance, and keep families informed all within one secure, customizable system.

Your organization might manage multiple scholarship programs simultaneously, each with different eligibility criteria, award levels, and reporting requirements. That’s why our tools are flexible and easy to configure. You’re in control of your own process.

The experience starts with a white-labeled application portal that reflects your branding. Families can apply online using any device, upload required documentation, and receive real-time updates on their application status. Meanwhile, your staff has full visibility and control over each step in the process.

If your programs require more advanced verification, FACTS supports secure document collection, IRS and Ed-Fi income validation, and manual review workflows. You can customize award logic, implement prioritization rules, and manage waitlists as needed.

FACTS helps SGOs handle the entire process, from start to finish. Our system makes it easy to:

• Accept and organize applications by program
• Collect and verify tax forms, IEPs, and other documentation
• Apply your rules for award prioritization and eligibility
• Assign and track awards in line with your scholarship structure
• Track award offers and waitlists
• Send decision letters and updates automatically
• Allow families to accept awards through the portal
• Monitor scholarship distribution by region, school, or income level
• Prepare reports for auditors, boards, and regulators

You work hard to make the scholarship process accessible, and we do too. FACTS provides U.S.-based multilingual family support by phone, email, or text. Most families reach a live agent in under two minutes. Automated status updates through the family portal help reduce confusion and ensure families stay informed at every step.

SGOs are navigating increased scrutiny and evolving policy. FACTS helps you stay ahead with a platform backed by Nelnet’s enterprise-level infrastructure. You get the peace of mind that comes with robust data security, fraud prevention, and tools designed to meet changing state and federal expectations.

We also provide training and guidance for your team, so you can adjust quickly when new requirements emerge.

SGOs are no longer just pass-through organizations. You are essential connectors between donors, families, schools, and policy. The systems you use reflect your values and determine your ability to scale with integrity and impact.

FACTS is proud to partner with SGOs ready to lead, not just comply. We are here to support your mission, help you grow, and equip you with tools that make scholarship operations stronger and more sustainable.

If your SGO is preparing to participate in the Federal Education Tax Credit Program or manage existing scholarship programs across multiple states, let’s connect. FACTS can help you reduce administrative burden, improve the family experience, and ensure you are set up to grow.

Ready to explore how FACTS can support your SGO? Start the conversation here.