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Collaboration and Mergers

All About Mergers of Nonprofit Organizations

2008
Authors: Jerald A. Jacob
Organizations/Sources: Association Law & Policy
Article detailing what nonprofits can anticipate when considering the merger process.
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Last Modified
Jun 14, 2012
Viewed
1766 times

Allegheny Land Trust Colloboration Feasibility Study

Organizations/Sources: Dewey & Kay
Dewey & Kaye was asked to study the potential for greater collaboration among local land trusts and conservation groups in Allegheny County, Pennsylvania. Nine local organizations, ranging from all-volunteer local land trusts to a regional-scale organization, participated. A steering committee, comprised of representatives from four participating land trusts, worked with Dewey & Kaye to plan and coordinate the project.
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Last Modified
Oct 16, 2009
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1514 times

Articles/Certificate of Merger (DSCB:15-1926)

Organizations/Sources: Pennsylvania Department of State
PA Department of State Form DSCB:15-1926 required for completing a nonprofit or corporate merger.
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Last Modified
Jun 22, 2012
Viewed
2014 times

Beyond Collaboration: Strategic Restructuring of NonProfit Organizations

1998
Authors: David La Piana
Organizations/Sources: National Center for Nonprofit boards
The study offers an analysis of restructuring efforts among nonprofits and describes several strategies that funders might develop to support further collaborative effort.
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Last Modified
Jun 14, 2012
Viewed
2527 times

Collaborating for Conservation

2008
Authors: Jessica Burton
Organizations/Sources: Saving Land (Land Trust Alliance)
Three land trusts in Maine decided to try something new to facilitate their systems and strengthen their ability to protect lands in their towns and service areas: a collaborative agreement.
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Last Modified
Jan 30, 2012
Viewed
1576 times

Collaboration Handbook: Creating, Sustaining and Enjoying

1994
Authors: Michael Winer and Karen Ray
This handbook shows you: How to know if collaboration is the best way to accomplish your goals; How to get started and keep up the momentum; Whether your collaboration has the necessary ingredients to succeed; How to manage the four stages of collaboration; plus helpful case studies.
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Last Modified
Jan 27, 2012
Viewed
1330 times

Collaborative Opportunities for Land Trusts

2012
Authors: Nicole Faraguna
Organizations/Sources: Pennsylvania Land Trust Association
(print edition of ConservationTools.org guide) Many types of collaborative approaches are available to help land trusts and others advance land conservation. This guide identifies opportunities for collaboration, provides guidance in structuring productive collaborations, and presents examples of successful organizational partnerships. 30 pages
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Last Modified
Sep 01, 2015
Viewed
2358 times

Columbia Land Trust/Three Rivers Land Conservancy: Combination Case Study

2010
Organizations/Sources: Land Trust Alliance
A summary of the merger of two Washington state land trusts that worked side by side for twenty years. This case study includes lessons learned from the process.
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Last Modified
Jun 22, 2012
Viewed
1580 times

Combining Forces: Conversations leading to a Strategic Alliance to Protect our Lands and Waters

2011
Organizations/Sources: Lancaster County Conservancy
This case study explores the merger of an urban-based environmental organization and a Pennsylvania land trust primarily focused on rural land protection
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Last Modified
Jun 22, 2012
Viewed
1668 times

Creating an Environment for Success: Mergers and Other Partnership Structures for Environmental Nonprofits

2010
Authors: Mary Jo Kaplan
Organizations/Sources: Institute for Conservation Leadership
"Creating an Environment for Success: Mergers and Other Partnership Structures for Environmental Nonprofits," shares four success stories illustrating different forms of partnerships. The monograph covers five options for strategic restructuring (merger, joint venture, parent-subsidiary structuring, management services organization, and fiscal sponsorship), plus offers pointers and resources for groups exploring partnership possibilities.
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Last Modified
Jun 12, 2012
Viewed
2925 times

Evaluating Collaboratives: Reaching the Potential

1998
Organizations/Sources: Wisconsin Cooperative Extension
This manual is focused on how to effectively evaluate collaborations to improve understand and performance.
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Last Modified
Jan 27, 2012
Viewed
1943 times

Fiscal Sponsorship: Six Ways to Do it Right

2000
Authors: Greg Colvin
Organizations/Sources: Study Center Press
This book lays out a variety of arrangements under which an unincorporated project can flourish
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Last Modified
Jan 27, 2012
Viewed
1664 times

How Fiscal Sponsorship Nurtures Nonprofits

2005
Authors: Jonathan Spack
Explores considerations for establishing a fiscal sponsorship.
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Last Modified
Jan 27, 2012
Viewed
1292 times

IRC 509(a)(3) Supporting Organizations Guide Sheet - Type III

2008
Organizations/Sources: Internal Revenue Service
IRS Fact Sheet indicating specific tests that organizations need to meet when establishing a type III 509(a)(3) organizational relationship.
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Last Modified
Jul 18, 2012
Viewed
2186 times

IRC 509(a)(3) Supporting Organizations Guide Sheet - Type I & II

2008
Organizations/Sources: Internal Revenue Service
IRS Fact Sheet indicating specific tests that organizations need to meet when establishing a type I and II 509(a)(3) organizational relationship.
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Last Modified
Jul 18, 2012
Viewed
2226 times

IRS Publication 557: Tax Exempt Status for Your Organization

2011
Organizations/Sources: Internal Revenue Service
A manual describing the procedures an organization should take in seeking recognition of tax-exempt status from the IRS.
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Last Modified
Jan 30, 2012
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1766 times

Land Trust Merger Case Studies

2014
Authors: Nicole Faraguna
Organizations/Sources: Pennsylvania Land Trust Association
(print edition of ConservationTools.org guide) This guide describes the catalysts for exploring merger, the exploration and due diligence process, and the outcomes of several consolidations of land trusts with land trusts as well as land trusts with other charitable organizations.
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Last Modified
Sep 01, 2015
Viewed
1948 times

LTA Fact Sheet: Backup Grantees

Organizations/Sources: Land Trust Alliance
It is vital that every land trust consider what will happen to its assets if the organization ceases to exist or can no longer steward or administer its easements. Land trusts should have a contingency plan for all of their easements in case of such events. One strategy is to include backup or contingency provisions in the easement. While there are variations on this practice, a backup or “executory” interest grantee is usually empowered to enforce an easement if the original grantee fails to do so, or to take over an easement if the original grantee can no longer manage it.
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Last Modified
Oct 19, 2009
Viewed
1733 times

Managing Mergers: How to Combine Forces to Boost Finances and Capacity

2011
Organizations/Sources: Saving Land (Land Trust Alliance)
Article focused on land trust mergers, including three examples.
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Last Modified
Jun 14, 2012
Viewed
1515 times

Mechanics of a Nonprofit Merger

2012
Authors: Ellis Carter
Organizations/Sources: Charity Lawyer
An article discussing the technical steps of a nonprofit merger.
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Last Modified
Jun 14, 2012
Viewed
1536 times

Merger: An Introduction for Conservation Organizations

2013
Authors: Nicole Faraguna
Organizations/Sources: Pennsylvania Land Trust Association
(print edition of the ConservationTools.org guide) A land trust may merge with another land trust or other conservation organization in order to more effectively advance the goals of each organization. 20pp
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Last Modified
Sep 01, 2015
Viewed
1686 times

Merger: The Story of Five Baltimore Watersheds that Became One

2011
Organizations/Sources: Rauch Foundation
This case study outlines the successful merger of five watershed organizations working in the Baltimore region and includes a well documented timeline, lessons learned and challenges experienced along the way.
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Last Modified
Jun 22, 2012
Viewed
1408 times

Models of Collaboration Among Land Trusts: A Research Report Prepared for the Maine Coastal Land Trust

2006
Authors: Sylvia Bates
Organizations/Sources: Maine Coast Land Trust
This research report explores models of collaboration among conservation organizations ranging from short-term partnerships to full-scale mergers.
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Last Modified
Jun 13, 2012
Viewed
2278 times

Models of Collaboration: Nonprofit Organizations Working Together

2009
Organizations/Sources: ASU Lodestar Center
A collection of case studies from across the nation exemplifying collaborative partnerships among non-profit organizations.
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Last Modified
Jan 27, 2012
Viewed
3211 times

Multiple Corporations and Accreditation

2011
Organizations/Sources: Land Trust Alliance
The purpose of this fact sheet is to outline the accreditation process for those applicants who operate with a multiple corporate structure and how the Commission implements its policy titled “Application Requirements for Land Trusts with Multiple Corporate Structures,” available online.
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Last Modified
Jun 13, 2012
Viewed
1476 times

NonProfit Collaboration Database

Organizations/Sources: Foundation Center
Explore different collaboration models, what prompted organizations to collaborate, challenges encountered, and the outcomes experienced by partner agencies and the community
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Last Modified
Jan 27, 2012
Viewed
1526 times

Nonprofit Collaboration & Mergers: Finding the Right Fit – A Resource Guide for NonProfits

This guide tracks a number of collaborative projects across the nation and explores what common characteristics contributed to success.
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Last Modified
Jan 27, 2012
Viewed
1884 times

NonProfit Collaboration Resources

Organizations/Sources: Foundation Center
This online resource offers information about the ways that nonprofits can collaborate to achieve their missions — through mergers, joint programming, and other forms of collaboration.
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Last Modified
Jan 27, 2012
Viewed
1558 times

Nonprofit mergers: An Assessment of Nonprofits’ Experiences with the Merger Process

2012
Organizations/Sources: Dewey and Kaye
Drawing on the experiences of 22 nonprofit organizations in Allegheny County that explored, attempted or completed a merger, combined with a comprehensive literature review, this report provides useful data for nonprofits and funders considering the merger process.
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Last Modified
Jul 18, 2012
Viewed
1971 times

Strategies for Collaborative Membership Recruitment

2016
Authors: David Allen
Organizations/Sources: Pennsylvania Land Trust Association
This feasibility study, prepared for PALTA by David Allen, researches how land trusts can collaborate to build their membership more effectively and efficiently.
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Last Modified
Mar 22, 2017
Viewed
100 times

The M Word: A Board Member’s Guide to Mergers

2005
Organizations/Sources: CompassPoint Nonprofit Services
This booklet is designed as a practical guide to help nonprofit board members, executives and funders think through a merger.
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Last Modified
Jun 13, 2012
Viewed
2206 times

Types of Strategic Restructuring

Organizations/Sources: La Piana Consultants, Inc.
Strategic restructuring ranges from alliances like jointly managed programs to organizational integrations, like full-scale mergers. This fact sheet describes strategic restructuring options for nonprofits.
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Last Modified
Jun 22, 2012
Viewed
1748 times

Working Together: A Toolkit for Cooperative Efforts, Networks and Coalitions

Organizations/Sources: Institute for Conservation Leadership
This guide is for leaders and activists who want to better accomplish environmental and social change goals by combining forces with multiple organizations. It shares useful ideas, models, and practices gleaned from over 15 years of ICL consulting.
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Last Modified
Jan 27, 2012
Viewed
1488 times