Nonprofit Collaborations & Mergers
Invoke facilitates collaborations and mergers, guiding organizations in building strong partnerships, aligning goals, and integrating seamlessly.

Testimonials
Strategic Collaborations to Strengthen Your Nonprofit
- Service partnerships (co-delivery)
- Referral or network agreements
- Shared services arrangements
- Joint fundraising or grant partnerships
- Coalitions, consortia, or collaboratives
- Fiscal sponsorship / sponsored projects
- Licensing or management contracts
- Joint use of facilities or spaces
- Mergers and consolidations
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Cross sector partnerships
0%
increase in operational efficiency reported by organizations involved in collaborations
0%
more likely to achieve their goals when mergers are professionally guided
0X
more likely to secure major funding when nonprofits collaborate
Is a Merger Right for Your Nonprofit? 10 Questions to Guide the Conversation
- Are we able to fully achieve our mission on our own, or are we struggling to make the impact we want?
- Are there other organizations doing similar work that we could partner with more closely or even combine with?
- Is our financial situation stable, or are we facing ongoing challenges that could affect our future?
- Would joining forces with another organization help us grow programs, reach more people, or improve outcomes?
- Do we have the leadership and board strength we need for the long term?
- Are there gaps in our staffing, systems, or infrastructure that limit our effectiveness?
- Would a merger reduce duplication and make better use of resources (staff, funding, space)?
- Are funders, partners, or community leaders encouraging more collaboration or consolidation?
- How open are our board, staff, and key stakeholders to the idea of exploring a merger?
- What are the risks of staying independent, and what are the potential benefits and challenges of merging?
Thoughtful Guidance Through Nonprofit Collaborations and Mergers
When nonprofits consider a change, they need a partner who can help them move through the process with clarity, care, and confidence. We help boards and leadership teams evaluate whether a partnership is the right fit, align around shared goals, and navigate each step with a practical, comprehensive process.
Our expert-guided process ensures smooth transitions and optimal outcomes:
- Comprehensive Due Diligence: We oversee thorough assessments of financial, legal, and operational aspects.
- Cultural Integration Planning: We help align organizational cultures to ensure long-term success.
- Stakeholder Communication: We develop strategies to keep all parties informed and engaged throughout the process.
- Operational Streamlining: We identify and implement efficiencies to maximize the benefits of the merger.
Our facilitation process ensures every voice is heard and decisions are well-informed.
- Structured Dialogue: We use proven methodologies to foster open, productive discussions.
- Data-Driven Insights: We provide relevant sector data and benchmarks to inform decision-making.
- Consensus Building: We employ techniques to align diverse perspectives towards common goals.
- Risk Assessment: We help identify and mitigate potential challenges in the collaboration process.

How We Customize Our Collaborations and Mergers
We understand that every nonprofit has unique needs. Our customization process includes:
- A free consultation to discuss your organization's needs and how Invoke can help.
- Confirming the goals for our time together.
- Crafting a proposal, if needed.
- Services provided at an hourly rate or through customized packages.
- In-person and virtual options are available.
- Check our FAQ page for more details.
Ready to Elevate Your Nonprofit's Strategy?
Contact us today to help create a customized plan for your nonprofit. Invoke can help align stakeholder visions, engage the community, and deliver a plan that will help further your nonprofit's mission.
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