Navigating Mergers & Acquisitions: Guidance for Corporate Philanthropy Leaders

Navigating Mergers & Acquisitions: Guidance for Corporate Philanthropy Leaders

A publication from the Council on Foundations offers guidance for corporate philanthropy leaders facing critical questions about combining philanthropies in connection with a business merger or acquisition. Informed by discussions with practitioners and attorneys, Navigating Mergers & Acquisitions: Guidance for Corporate Philanthropy Leaders outlines a four-step process (due diligence, planning, integration, and communication) for developing key decisions and strategies related to the transition, including laying the groundwork by identifying and assessing the legal obligations of the respective entities, their assets, and other core considerations; selecting the best philanthropic structure for the combined entity; integrating the administration and operations of the two entities, including transferring assets, addressing existing grant agreements, and charting a new grantmaking process; and proactively sharing the information with employees, communities, grantees and other audiences. The report includes case studies and specific recommendations for each step.