Merger Resources: National Association of IOLTA Programs
Welcome National Association of IOLTA Programs!
Please find helpful merger resources below.
Resources Referenced Above
Find the full blog How to Discuss Merger Exploration with Grantees here.
- Critical Issues Worksheet
- The Power of Possibility
- Motivations Worksheet
- Readiness Discussion Guide
- Concerns Worksheet
- M&A Toolkit
Additional Resources
On the La Piana Consulting website, we have posted a number of helpful blogs related to nonprofit partnerships.
- Don’t Be Late to the Party – (La Piana Blog 2024)
- Bridging the Power Imbalances in Merger Negotiations(La Piana Blog 2024)
- It’s a New Day for Mergers (and Non-Merger Mergers) – The rise of a range of approaches to collaborative solutions
- Mergers from a Position of Strength: A Bold Opportunity for Today’s Nonprofits
- Don’t Be Late to the Party – The case for proactive approaches to nonprofit merger
- When Does It Make Sense to Talk Merger?
- How Funders Can Support Strategic Partnerships in a Time of Crisis
- Three Ways Boards Advance Strategic Partnerships
- What Our Founder Learned From His First Nonprofit Merger
- Bridging the Power Imbalance in Merger Negotiations
- The Human Side of Mergers: Nurturing Trust and Overcoming Resistance
- When Shared Vision is not Enough
- Unlikely Alliances: How Nonprofits Can Acquire For-Profits as a Strategic Option
- Announcing Your Merger Publicly: Best Practices for Nonprofits in 2025
- It Takes a Team: Launching Your Merger Successfully
Additional Reading
- Background Grounding: Merging Wisely (SSIR 2010)
- Recent timely articles:
- Programmatic Asset Transfers as a Strategic Tool for Social Impact (SSIR Spring 2025)
- Exit to Open (SSIR April 2025)
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