Resources
Articles and Books
Non Profit Mergers: The Power of Successful Partnerships (Google Book)
By Dan H. McCormick, CEO and founder, McCormick Group
To maximize assets, save costs and secure "market share", mergers can make all the difference. Nonprofit mergers mean more than leveraging resources and meeting legal requirements. They have added complexities of building consensus, maintaining ideals and mingling cultures.
Visible But Unseen: Envisioning the Nonprofit Organization of the Future (pdf )
By Dan H. McCormick, CEO and Founder, McCormick Group
The nonprofit sector will benefit from a radical shift. While we must comprehend obvious changs, it is the subtle and unrecognized occurrences, circumstances and facts that can become critical in the future. The further ahead we try to predict, the less effective we become and our efforts are not of practical consequence.
Nonprofit Roundtable Interview with Dan McCormick and John Dillow (video)
On July 21, 2009, the Nonprofit Roundtable convened over 50 nonprofits leaders in Washington DC for a conversation on nonprofit mergers and collaboration facilitated with Dan McCormick.
Making a Merger Go Smoothly for Nonprofit Workers (read more »)
The Chronicle of Philanthropy. By Marilyn Dickey - contribution by Dan H. McCormick
At the first whiff of a merger, employees tend to panic, says Mr. McCormick. They read about for-profit mergers in the business news and hear about massive layoffs and think the same will happen to them. But for-profit and nonprofit mergers occur for very different reasons, and under different circumstances, he says.
Businesses that merge usually do so to please their stockholders. "They usually have Wall Street breathing down their necks," he says. Nonprofit organizations usually merge because one of the charities is having financial trouble or because the groups can more easily pursue their missions by combining forces. Nonprofit mergers take much more time to plan, he says, and usually require few if any layoffs.
Non-Profit M&A: Benefits and Pittfalls (article link)
Analyzing Tax, Accounting and Business Aspects of Partnerships with other NOPs and For-Profit Entities. A Panel Discussion by Strafford featuring W. Marshall Sanders, Dan McCormick & Lee Klumpp
Panelists presented experience-based advice surrounding the legal, tax, HR and other considerations of a non-profit merger.
Non-Profit Mergers: Laying the Groundwork with Volunteers and Staff (article link)
Dan McCormick
Both volunteer board members and paid employees typically feel a strong emotional attachment to the nonprofits they serve, leading them to see merger as more of a threat than an opportunity. Management consultant, Dan H. McCormick shows how to deal with this perception and pave the way to successful organizational change.
Creating Foundations for American Schools (Google Book)
Dan H. McCormick, David G. Bauer, Daryl E. Ferguson
With guidance from America's most experienced foundation development consultants, Creating Foundations for American Schools provides the know-how and tools K-12 school and districts need to build the types of foundations colleges and universities use so successfully to raise money and standards. Includes ready-to-adapt models and materials for: Presenting the concept to the community, developing alumni associations, leverating parent-teacher organizations, maintaining and expanding success, incorporating and creating bylaws, plus much more.