Webinars

American GOAL: Turning Federal Taxes into Educational Opportunity

Tuesday, August 4, 2026

9:00 AM - 10:00 AM (CDT)

* Registration open until 8/4/26 at 9:00 AM (CDT)

This webinar will provide a practical overview of the new federal scholarship tax credit and how schools can use American GOAL to expand financial aid opportunities for their community beginning in 2027. Participants will learn how taxpayer contributions and scholarship award processing will work, as well as how American GOAL can complement existing financial aid and advancement strategies. We will also cover the latest information on the forthcoming Treasury regulations and address potential concerns regarding federal overreach. The session will also review American GOAL’s administrative support, technology, marketing resources, and recommended next steps for participation.

Participants will leave prepared to:

Explain the federal scholarship tax credit and its potential value to school leadership, boards, donors, and families.
Understand student eligibility, allowable scholarship uses, contribution rules, and the anticipated federal implementation timeline.
Evaluate how American GOAL scholarships can complement existing financial aid, state scholarship programs, and philanthropic efforts.
Understand the roles of the school and American GOAL in fundraising, scholarship recommendations, compliance, processing, and reporting.
Identify the operational, financial, and communications steps needed to prepare for a successful 2027 launch.
Determine whether American GOAL is the right SGO partner for their school and understand the process for becoming a participating school.

Also learn from American GOAL during an August 4 webinar, "Turning Federal Taxes into Educational Opportunity," and at our August 27 Marketing and Enrollment Conference.

Our Facilitators

Lisa Kelly

Senior Advisor and former Executive Director, American GOAL

Lisa Kelly has been with the GOAL Scholarship Program since its inception, serving as President and Executive Director for 15 years. Prior to joining GOAL, Lisa served as Vice President and CFO of Brand Velocity, Inc., an international IT consulting firm, and Manager of Quality Assurance for Management Science America, Inc., at that time the largest application software company in the world. Lisa also worked for EY in the consulting group and for PwC in the audit group. She earned her accounting degree from the University of Georgia and is a Certified Public Accountant.

Lisa now serves as Senior Advisor for GOAL, continuing her engagement in the strategic direction and operations for the organization.

Kate Saylor

VP of Marketing and Communications, American GOAL

Kate Saylor has been with the GOAL Scholarship Program for 17 years, since its early stages of operation. She leads all marketing and communications efforts, including content creation, web development management, production of marketing materials, external communications, and email and social media marketing. She designs custom materials for GOAL participating schools, along with the GOAL Annual Report in-house each year. Kate is an Atlanta native and graduated from the University of Georgia. She has championed GOAL’s brand over the years, and the ‘Georgia Education Tax Credit Program’ is very commonly referred to as ‘the GOAL Program.’

Allison Saxby

VP of Operations, American GOAL

Allison Saxby serves as the Vice President of Operations. As part of the GOAL team for 14 years, Allison has managed all aspects of the tax credit contribution process including taxpayer-donor management and client services to GOAL participating schools and tax and financial advisors. She has led the continuous improvement and implementation of our service offerings, thereby resulting in substantial growth in GOAL contributions. A native of South Carolina, Allison graduated magna cum laude from Clemson University with a B.S. in Marketing. She now resides in Brookhaven, Georgia.

Registration Options

Registration Options	Credits	Price
TAIS Member		FREE

For More Information:

Melissa Lawmaster Falks

Partnerships and Special Projects Director TAIS

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