Elementum

Mission and People Transfer Plan.

Make sure the people you serve are not abandoned and the mission does not simply stop, by handing both to organizations that will carry them forward.

In Wind Down with Dignity, after the decision, as the first and most important part of closing.

Find who will carry the work

What must be carried on

Which organization could take it

Handoff arranged?

The people we serve

Programs worth continuing

Key relationships and partnerships

The test: is anyone we serve at risk of being left stranded by our closing?

Transfer what should outlive you, with the attorney

Records, to where they legally and rightly belong

Remaining assets, often to an organization continuing the work

Restricted funds, per the law and the donors' intent

The most important measure of a good closing is that the people served are cared for and the mission continues in other hands. If anyone you serve would be left stranded, that gap comes before anything else in the wind-down. Records, assets, and especially restricted funds must go where the law and the donors' intent require, which is work for your attorney. Feeds the Dissolution Checklist.

Your answers stay in your browser on this page and are never sent anywhere. Use Save or print to keep your copy.

Back to Wind Down with Dignity, or start over from the welcome page.