Learning and Leadership
Mergers and Creative Alliances
This video news release was used to announce the formation of the Dayton Performing Arts Alliance through the 2012 merger of the Dayton Ballet, Dayton Opera, and Dayton Philharmonic Orchestra.
Resources from the League's Conference 2013
Strategic Restructuring Resources from LaPiana Consulting
LaPiana Consulting is a national firm dedicated to strengthening nonprofits and foundations and has expertise in the area of strategic restructuring. Visit their website for free PDF versions of articles and resources to learn more about how strategic restructuring can help your organization.
Three Case Studies from LaPiana:
- Chattanooga Museums Administrative Consolidation
- Crittenton Women’s Union Merger
- Joint Programming and Administrative Consolidation
LaPiana Consulting also recommends the following resources:
Visit Fieldstone Alliance for a copy of the Strategic Restructuring workbooks:
The Nonprofit Collaboration Database is a project of The Collaboration Prize and provides real-life examples of how nonprofits are working together. La Piana Consulting managed the design and selection of The Collaboration Prize in 2009 for the Lodestar Foundation.
Angelica, Emil, and Linda Hoskins, Forming Alliances: Working Together to Achieve Mutual Goals. Fieldstone Alliance, 2005, 112 pages.
McCormick, Dan H. Nonprofit Mergers: The Power Of Successful Partnerships (Aspen's Nonprofit Management Series). Aspen Publishers, Inc., 2001, 170 pages.
McLaughlin, Thomas A. Nonprofit Mergers and Alliances. John Wiley & Sons, 1998, 256 pages.
McLaughlin, Thomas A. 7 Steps to a Successful Nonprofit Merger. Washington, D.C.: National Center for Nonprofit Boards, 1996, 28 pages.
Ray, Karen, Michael Winer, Collaboration Handbook: Creating, Sustaining, and Enjoying the Journey. Fieldstone Alliance, 1994, 192 pages.
Yankey, John A., Barbara Wester Jacobus and Kelly McNally Koney. Merging nonprofit organizations: The art & science of the deal (Strategic Alliance Project) . Cleveland, Ohio: Mandel Center for Nonprofit Organizations, 2001, 78 pages.
Yankey, John A., Amy McClellan and Barbara Wester Jacobus. Nonprofit strategic alliances case studies: Lessons from the trenches (Strategic Alliance Project). Cleveland, Ohio: Mandel Center for Nonprofit Organizations, 2001, 72 pages.
Yankey, John A., Barbara Wester and David Campbell. "Managing Mergers and Consolidations," Chapter 23 from Skills for Effective Management of Nonprofit Organizations. National Association of Social Workers, Inc, 1998.
"Allied Forces," by Ian VanderMeulen. Published in Symphony magazine, Summer 2013.
Building Successful Collaborations: A Legal Guide for Nonprofits by the Lawyer’s Alliance of New York: provides tools to make the collaboration process easy, effective, and legally strong.
“Strategic Restructuring: Alliances, Partnerships, and Mergers“ by the Center for Civic Partnerships: online tools, how-to guides, and practical resources.
“Nonprofit Collaboration Resources“ by The Foundation Center: a searchable database of 670 collaboration profiles that detail participants, missions, motivations, successes, and lessons learned.
“Collaboration, Strategic Alliances, and Merger Resources“ by the Third Sector New England: articles, web links, project profiles, and videos on nonprofit collaboration.
“Grant Space” by the Foundation Center: a knowledge base for information about strategic alliances.
Board Talking Points: Mergers and Strategic Alliances by the Lawyers Alliance of New York: provides a framework for discussion, defines terms, and describes the mechanics of a merger.
Mergers and Strategic Alliances for New York Not-for-Profit Corporations by the Lawyer’s Alliance of New York: addresses the legal issues surrounding mergers and other strategic alliances for New York’s not-for-profit corporations.
“Mergers Keep Doors Open, Refocuses Management” by Mark Hrywna: describes current activities and trends in mergers and alliances.
This resource is made possible by the generous support of an anonymous donor.
Endangered Species and the Traveling Musician
Special permits are required to travel internationally with certain musical instruments containing protected species, such as ivory, rosewood, tortoise shell, and other material. How can you know whether your instrument requires such permits? The League of American Orchestras, the American Federation of Musicians, The Recording Academy, and NAMM hosted a webinar on May 14, 2013, featuring experts from U.S. Fish and Wildlife, the agency that implements the Convention on International Trade in Endangered Species of Wild Fauna and Flora (CITES) in the United States. You may download a PDF of the slides, and access the complete archived presentation via the link below.
Ready to Think SMART?
We are not currently accepting applications for SMART. The information below is for reference only.
Inspired by Beyond Breakeven: Why Capitalization Matters and Beyond Breakeven 2.0, SMART (Strategy and Money Alignment Readiness Tool) will help your orchestra focus on connections between money, strategy and risk. Designed for and tested by League members in groups 2 through 8, SMART will be most useful if you’re thinking about how to:
- Focus on long-term sustainability
- Manage expansion or contraction
- Address structural deficits
- Undertake a capital campaign
- Respond to changing audience behavior
This no cost opportunity will help your orchestra broaden its understanding of capitalization and risk assessment, and includes the Strategy and Money Alignment Readiness Tool, as well as consultations with TDC.
You do not have to be a financial wizard to use SMART! With easy to understand instructions that align with your OSR, CDP, or financial statement, plus one-on-one support - participation in SMART is for orchestras ranging in size from group 2 to group 8! Currently, we are accepting only 40 League member orchestras into the SMART program. Participants must apply and will accepted on a first-come, first served basis.
Want to know more about SMART? Just click here.
SMART was developed by the League of American Orchestras and TDC, thanks to the generous support of The Kresge Foundation.