FACTS Compass Resources

Treasury has released proposed rules for the Federal Scholarship Tax Credit. Policy expert Peter Murphy and Nelnet’s Jackie Mosley join FACTS Compass to break down donor and student eligibility, SGO requirements, and what the rules mean for public school foundations and other organizations considering becoming an SGO

The Federal Scholarship Tax Credit is creating new questions for schools. FACTS experts break down how the program works, what’s known today, and what’s still ahead, so school leaders understand their role and how to prepare without overreacting.

A panel of leaders from across the FSTC landscape on how SGOs, schools, dioceses, donors, and service partners align to bring scholarships to families, and what needs to happen before scholarships reach classrooms.

Beginning January 1, 2027, taxpayers can claim a new federal tax credit of up to $1,700 for contributions to qualifying SGOs. This session gives CPAs, tax preparers, and financial advisors a practical grounding in the credit before clients start asking.

Who qualifies for an FSTC scholarship, and who can fund one? Dr. Patrick Graff joins FACTS Compass to break down student eligibility, donor options, and what Treasury’s proposed rules mean for participation.