Organization mergers represent a complex process requiring careful planning, assessment and execution. Foundations and philanthropic entities play a vital role in supporting nonprofits through this process. They provide financial, strategic and capacity-building assistance. As part of the Walton Family Foundation's commitment to fostering organizational resilience and effectiveness, our Strategy, Learning and Development department and Home Region Program conducted a comprehensive review of merger grants made since 2020. This research documents lessons learned from local mergers, scanning existing philanthropic, legal and nonprofit resources for merger guidance. It also synthesizes these insights into a set of actionable recommendations.

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