What’s Special about nonprofit mergers – 6 things you need to know on your M&A Journey





Webinar: group live presented online  ||  Attendance: 55 Associations  ||  Reviews   ♦♦♦♦♦  ||  Appreciate the legal perspective || Good presenter and presentation  || An excellent presentation  || very informative…thank you || Very thorough presentation with many good details to consider during the process.

Click here for Recorded Webinar 

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online)



This course provides management, organizational and legal background on the topic of combinations between nonprofit entities. It offers simple, straightforward advice on how to approach combinations of nonprofits and a list of things that should not be overlooked:  6 things you need to know on your M&A Journey


Learning Objectives for the Course:

1. Learn about main drivers for nonprofits to Consider a Combination

2.Understand various Alternate Forms of Combination

3.Learn about M&A Compelling Factors for nonprofits

4.Learn about Inhibiting Factors

5.Learn about important considerations for Building Consensus

6.Learn about the important Steps in Merger/Consolidation


Jerald A. Jacobs,
Partner, Pillsbury Winthrop Shaw Pittman LLP
Jerald Jacobs, Pillsbury’s Nonprofit Organizations practice leader, counsels and advocates for trade associations, professional societies, charities, veterans’ organizations, and scientific and educational societies. Recognized by Best Lawyers (2009—present) and the American Bar Association as a leader in his field, Jerry assists all kinds and sizes of nonprofit organizations in governance, transactions, mergers, disputes, tax exemption, global operations, and legislative and regulatory issues. He is general counsel to the “association of associations,” the ASAE. Jerry is the author of a dozen books in nonprofit law, including the standard in the field, Association Law Handbook, now in its sixth edition. Professional Highlights – Recognized by Best Lawyers (published by BL Rankings LLC), Non-Profit/Charities Law (2009–2021). – Named “Outstanding Nonprofit Attorney” by the American Bar Association, the first for an attorney advising nonprofit membership organizations. – Responsible for a dozen books on nonprofit organization law, including Association Law Handbook, Sixth Edition (2018), Certification and Accreditation Law Handbook, Third Edition (2016), Legal Duties for Directors (2014), and The Legal Guide to Nonprofit Mergers & Joint Ventures (2011).
Level Intermediate Delivery Group Internet Based
CPE(NASBA Category) Specialized Knowledge Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Strategic Management CPE/CAE Credits 1.5 hours
Prerequisites and advance preparation needed at least 1 year of association management experience; No advance preparation required Cost $0.00

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