Converting Organization structure in CSuite?

WenLo
WenLo Posts: 7
Conversation Starter 5 Likes First Comment First Compass Anniversary
edited January 25 in Finance & Operations

Hello Everyone,

My organization Cambridge Community Foundation is planning to convert from a traditional Trust-based non-profit foundation structure to a Corporate non-profit foundation structure.

I am wondering if there's any documents or user experience from other CSuite users on the method to convert organization structure: i.e. we will have temporarily 2 organizations operating concurrently before transfer of funds is complete, so it is not simply a change of information on our CSuite account.

Any experience or tips would be useful