Comprehensive Support for Your Nonprofit's Next Chapter
Strategic Planning & Governance
- Board decision-making facilitation
- Developing a formal Action Plan
- Exploring alternatives: mergers, program transfers, fiscal sponsorship
- Timeline creation and project management
People & Community Transition
- Developing and implementing communication strategies for all stakeholders (staff, clients, donors, partners, media)
- Human resources guidance: severance, outplacement, benefits
- Client referral and program transition plans
- Volunteer recognition and transition support
Financial & Legal Compliance
- Reviewing bylaws and articles of incorporation
- Debt settlement and contract termination
- Asset liquidation and distribution (ensuring compliance with 501(c)(3) rules)
- State and IRS filings (Articles of Dissolution, final Form 990/Schedule N)
Legacy & Archiving
- Documenting organizational history and impact
- Developing a legacy narrative
- Guidance on archiving important records and intellectual property
- Planning closure events and celebrations
Packages
Strategic Guidance/Essentials
Comprehensive Sunset/Guided Transition
À la Carte Services
Focus: High-level strategic advice, framework, and critical compliance guidance.
Includes:
- Initial consultation and assessment of the organization's current state.
- Template for a comprehensive Action Plan.
- Guidance on legal and financial compliance requirements (checklists, resource lists).
- 1-2 facilitated board discussions to initiate the sunset decision.
- Basic communication templates for staff/stakeholders.
- Limited hours of virtual or phone consultation.
Approximately 40-60 hours, $6k-9k
Focus: Hands-on support across key areas.
Includes Essentials, plus:
- In-depth development of the collaborative, tailored Action Plan.
- Facilitation of multiple board and leadership meetings.
- Detailed guidance and support for staff transition planning (e.g., severance framework, communication strategy).
- Assistance with client/stakeholder communication plan development and review.
- Support in identifying potential merger/program transfer partners.
- Working with the finance team on initial reconciliation steps.
- Direct guidance on regulatory filings and asset distribution principles.
- More extensive hours of consultation and direct project management support.
Approximately 120+ hours, $18k+
- Board Facilitation Session(s)
- Action Plan Development
- Staff Transition & Communication Plan
- Client & Stakeholder Communication Strategy
- Staff and Partner Feedback Sessions
- Financial Reconciliation & Asset Distribution Guidance
- Legacy & Archiving Plan
- Legal & Regulatory Filings Support (Advisory)
- Merger/Program Transfer Feasibility Assessment
Approximately $150/hr
The prices and descriptions below are estimates to help you evaluate your options. Actual hours will vary based on the situation, complexity, and level of support you desire. We work to maximize your organization’s time and to efficiently collaborate with your staff and board and reduce the burden on your organization, while preventing costly mistakes, ensuring legal compliance, preserving work and reputation, and providing compassionate care during a difficult time. Schedule a free confidential 30-minute consultation with us for an estimate tailored to your needs.
* We offer discounts and sliding scale pricing for structurally excluded groups. Contact us to learn more.