Mergers and Acquisitions in the Nonprofit Sector

Nonprofit mergers aren’t just legal transactions — they are mission decisions. When done well, they protect community impact, steward donor trust, and strengthen long-term sustainability. When done poorly, they can create distraction, drift, and unintended consequences.

I had the privilege of leading a session this week on Mergers & Acquisitions in the Nonprofit Sector for the South Carolina Bar Association.

We explored the governance considerations, fiduciary duties, cultural integration challenges, and the practical realities boards must navigate when consolidation becomes part of the strategy conversation.

My sincere thanks to the South Carolina Bar Association for the invitation and for convening such a thoughtful group of legal leaders.

And special appreciation to Ginny Waller for serving as an outstanding facilitator and fellow presenter — your leadership made the discussion both rigorous and engaging.

Grateful for the opportunity to contribute to the conversation at the intersection of law, governance, and mission.

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