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News & Events


Merging Wisely: Best Practices for Structuring Successful Non-Profit Mergers

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Lewis Horowitz and Julia Abelev co-authored an article titled “Merging Wisely: Best Practices for Structuring Successful Non-Profit Mergers.” The article outlines a roadmap for non-profits on how to get from pitching the idea to the donors to successfully merging organizations. Horowitz and Abelev discuss best practices for each stage of the non-profit merger and the steps to take that will empower a non-profit in merging and building a new future.

A merger in the non-profit world is no less complicated than the merger of a for-profit corporation. But the metrics of success are different. Values-based organizations structured around achieving a mission – as opposed to bottom lines – may need to think even harder about whether a merger aligns with their goals, clients, and world view.

The moving pieces in a non-profit merger require looking several steps ahead at every point, always balancing the interests of the board, donors, and staff. With proper planning, a non-profit merger can be an invaluable tool for increasing an organization’s social impact and finances.