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Project transfer agreement

When a project applies to a 501(c)(3) organization for sponsorship, it may have a former sponsor, in which case the two sponsors must sign an agreement transferring the project assets and liabilities from the old one to the new one.

Step 1: Create a draft agreement

Get started at https://drive.google.com/drive/u/0/my-drive

  • Select + New > Google Docs > From a Template

 

  • Under Contracts, onboarding, and other forms, select Project Transfer Agreement
  • Add the program name to the front of the document name and move the document to Shared Drives > Fiscally Sponsored Programs > Active > 'Program Name' > Legal

Step 2: Update contract

  • Enter the name of the current fiscal sponsor and the program name where indicated on the agreement

Step 3: Share the draft with the program manager(s)

  • Select SHARE
  • Under Get link, change the permissions to Anyone with the Link and Commenter
  • Select Copy link

  • Open the program/company profile in HubSpot
  • Select the email icon
  • Select a To: email, then click Template
  • Replace [Link to draft] with the Link copied from the previous step
  • Proofread the email and click Send