Merger Checklist for Nonprofits

Step Up: Equity Matters Staff

June 1, 2025

1. Mission & Culture Alignment

Do our missions and values align?

Is there a clear understanding of each org’s culture?

Do both orgs have a real DEI commitment?

2. Culturally-Centered & People Focused

Are all voices included in early talks?

Are leadership and board roles diverse and inclusive?

Is authority shared fairly in merger planning?

3. Equity Where Policy Meets Operation

Are HR and accounting policies fair and inclusive?

Is staff compensation equitable across both orgs?

Is there a plan to blend and create policies with equity in mind?

4. Clear, Inclusive Communication

Are we being transparent with staff, board, and community?

Are messages clear, inclusive, and accessible?

Have we named how DEI will be prioritized throughout the merger?

5. Growing Culture, for the Future

Will we track DEI metrics post-merger (e.g., staff retention, benefits utilization)?

Is there a plan for team building and culture alignment?

Are we prepared to make ongoing adjustments?

LET'S TALK!

A successful merger doesn’t just combine resources, it builds a stronger, more inclusive future! Prioritize people, culture, and equity every step of the way. Let’s talk! We help nonprofits merge, while maintaining their value in diversity, equity and inclusion.