Guidelines & Principles E-Learning Series
Strategic Alliances
w/ David Thompson

October 31, 2014


Download the Slides

Merger Checklist

Further Reading - General

National Council of Nonprofits: Mergers, Collaborations, and Strategic Alliances

NAM Wiki: Strategic Alliances

Nebraska Nonprofit Corporation Act

Stanford Social Innovation Review: Merging Wisely

Stanford Social Innovation Review: Collective Impact

La Piana Consulting: Collaboration and Strategic Restructuring Resources

Omaha World Herald: A Collaboration with Kids in Mind (Sept. 27, 2014)

About this Session

Join David Thompson in an exploration of nonprofit strategic alliances. This presentation will cover the questions one must ask before and the nuts and bolts during any level of partnership as they relate to mission, process, structure, due diligence and communications/fundraising.

We'll address these questions and more:

  • Why is this topic relevant to our organization?
  • How would a merger relate to the missions of the merging organizations?
  • What is the difference between a fiscal agent, fiscal sponsor, joint venture and merger?
  • What should we include in preliminary discussions and memorandums of understanding?
  • What will be the surviving entity?
  • How would the merger affect relationships with the organizations’ major funders?




David M. Thompson returned to Omaha in March 2013 after spending twenty-five years in Chicago engaged in activities including practicing law, fundraising for non-profit organizations, and working as a teacher, academic administrator, and supervisor of capital projects. From 2004 to 2007, David was Associate Dean for Planning & Programs at the University of Chicago, where he served as co-chair of the university's Sustainability Council and a member of the steering committee for the Reva and David Logan Center for the Arts, a $100-million interdisciplinary arts facility that opened in October 2012. Prior to the University of Chicago, David was an associate attorney with a Chicago law firm, where he practiced securities and intellectual property law. After completing his bachelor's degree with high honors at the University of Nebraska-Lincoln and his master's degree at Oxford University, England on a Marshall Scholarship, David completed his Ph.D. at the University of Chicago in 1997. In 2000, he completed his J.D. at Northwestern University, where he served as Editor-in-Chief of the Northwestern University Law Review. David was a 2008-09 participant in the James P. Shannon Leadership Institute at the Wilder Foundation for Communities. David has served on the boards of the National Public Housing Museum, 3Arts, and the Resource Center. He has also taught and lectured on the arts, environmental sustainability, and other topics. Currently, David serves on the board of Restoration Exchange Omaha and the Bellevue Citizens Complete Street Advisory Panel.

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