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EFTC BEGINS JANUARY 1, 2027

Public School ChoiceSGO AdministratorsPublic School Choice SGO Administrators
Donor Acquisition and Contribution Systems

Fundraising Infrastructure for Section 25F Programs

The Education Freedom Tax Credit depends on public understanding: taxpayers must know the credit exists, understand how it works, and trust the organization receiving their contribution. PSC builds and operates the campaigns, funnels, and compliance guardrails that convert that awareness into qualified contributions for participating SGOs.

See the Donor ExperienceInformation for SGOs
The Contribution Funnel

From First Awareness to a Completed Contribution

1

Awareness

Public education content explains what the Education Freedom Tax Credit is and how it may benefit an interested taxpayer.

2

Interest

A tax-credit estimator and state-status tools help a prospective donor understand potential eligibility and the applicable SGO options.

3

Consideration

Donor-facing materials describe the participating SGO's mission, service area, and impact, distinct from any specific student outcome.

4

Contribution

A secure, compliant contribution flow captures the gift, confirms the SGO's current state-list status, and issues an acknowledgment.

5

Stewardship

Ongoing donor communications, annual impact reporting, and renewal reminders support recurring giving in future tax years.

Fundraising Capabilities

Campaigns, CRM, and Analytics Built for Tax-Credit Giving

Taxpayer Education Campaigns

Plain-language digital and print campaigns explain the credit's mechanics — including the $1,700 annual maximum and nonrefundable, carryforward structure — without overstating guaranteed tax outcomes.

Donor CRM

A dedicated CRM tracks every donor relationship, prior contributions, communication history, and renewal likelihood, giving SGO staff a complete view of their donor base.

Segmented Outreach

Campaigns can be segmented by geography, prior giving history, or referral source to help SGOs prioritize the outreach most likely to convert.

Multi-Channel Communications

Email, SMS, and mail-merge tools support acknowledgment letters, renewal reminders, and annual impact updates, each configured to the SGO's own branding.

Campaign Analytics

Dashboards report on contribution volume, average gift size, donor retention, and campaign-level return, giving SGO leadership the data to plan future fundraising cycles.

Compliance Guardrails

Every solicitation template is reviewed against Section 25F's earmarking prohibition and hedged-language standards before it is used with donors.
Solicitation Compliance

Guardrails on Every Piece of Donor-Facing Copy

Because a contribution cannot be earmarked for a specific student and cannot guarantee a scholarship outcome, PSC applies a consistent compliance review to fundraising materials before they reach a donor.

  • No solicitation may promise or imply a scholarship for a donor's own child or a related person
  • No solicitation may guarantee a specific federal or state tax outcome
  • All tax-benefit descriptions use hedged, accurate language consistent with pending guidance
  • All materials disclose that PSC is an administrator, not a government agency or tax advisor
  • All materials direct donors to verify current state and SGO-list status before contributing
  • Campaign copy is version-controlled and auditable
Important

Contributions and Scholarships Are Separate

Estimate a Potential Contribution
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