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Thu Mar 4, 2021 10:00 AM – 12:00 PM PST

Online, Zoom


10:00-12:00pm Pacific | 11:00-1:00pm Mountain | 12:00-2:00pm Central | 1:00-3:00pm Eastern

Merger and other forms of organizational alignment are time-tested strategies for nonprofits to increase mission impact, improve financial health and enhance long-term sustainability. During the current public health and economic crisis, merger is a timely and viable option for many organizations to consider.

Merger: A Strategy for Nonprofit Sustainability unpacks what nonprofit leaders needs to know about a range of options to restructure organizations. This session addresses how an organization can consider merger, common obstacles and success factors, costs, benefits and risks. The session also covers key elements of the merger process as well as legal and financial considerations. Drawing on hands-on experience, the presenters provide a holistic overview that will help participants prepare for bold discussions, and navigate opportunities and common pitfalls. You’ll complete the course knowing what you can do yourself and where you will need outside support.

This online course uses a case study, small-group discussion and dialogue throughout. The course is designed for CEOs, executive directors and board leaders. The content is relevant to mid-sized, large and small nonprofits in any field of work.

By the end of the course, you will be able to:

  • Name and describe several options for restructuring your organization.
  • Explain the benefits, costs, risks, and obstacles to merging and how they may relate to your organization.
  • Describe the merger process and where you would need professional assistance.


Scott Schaffer, Principal, Public Interest Management Group

Scott is a nonprofit sector thought leader on financial sustainability and organizational structure. As past CEO of organizations in the health, housing, and environmental fields, he’s led financial turnarounds and built resilient organizations. As a management consultant, he’s coordinated over 25 merger and restructuring projects and helped over 100 nonprofits chart courses toward financial health. Scott has a background in finance, economics and behavioral science, and has led a range of nonprofit management training workshops in the US and Canada.

Nancy Bacon, Principal, Nancy Bacon Consulting

Nancy is a teacher and instructional designer who has served in the nonprofit roles of executive director, founding program director, board member, and volunteer since 1996. She led the teams creating Washington Nonprofits’ finance and board learning tools and regularly teaches on nonprofits topics in communities across Washington. She currently leads Nancy Bacon Consulting, a practice focused on learning and leadership in the nonprofit sector and is co-host of the Nonprofit Radio Show.


$50, includes live session and workbook


In partnership with: