Partnerships for Health and Human Service Nonprofits.

Format:

Book

Author/Creator:

Hansen-Turton, Tine.

Contributor:

Cohen, Richard J. (President and CEO of the Philadelphia Health Management Corporation)

Torres, Nicholas D.

GIC Course Text Collection (University of Pennsylvania)

Language:

English

Subjects (All):

Business.

Local Subjects:

Business.

Summary:

The impossible becomes possible when a partnership is formed, notably in the changing landscape of today's nonprofit environment. With contributions from expert practitioners in the nonprofit arena, this is the first comprehensive guide and toolkit for creating meaningful, long-term, and successful nonprofit partnerships. National nonprofit leaders disseminate their expertise regarding the creation of noteworthy nonprofit partnerships, mergers, and alliances. They describe challenges overcome and lessons learned. Detailed case studies address strategic partnerships at all levels, from successful community grassroots collaborations to full-blown mergers. The tools and methods described in the book will help readers to think strategically about consolidations and partnerships, to recognize challenges and opportunities inherent in different types of partnerships, and to successfully implement them. The book guides nonprofit leaders in the creation of such primary partnership models as collaboration, administrative consolidation, joint programming, and corporate merger/acquisition, and how to select the model best suited to their organization. Audiors describe how nonprofits can adapt to change more easily, use concrete data in decision making, best position themselves for partnership, and innovate in ways that have meaningful impact on reducing poverty. The book also discusses how to mitigate risk and debunks merger and partnership myths. Case studies illustrate a step-by-step approach to creating partnerships with a focus on best practices. A particularly welcome feature is the clarification of complicated legal documents, as well as a partnership checklist, sample due diligence information, and sample legal documents. This book is a valuable resource for current and future leaders in social service administration, the human services, public and community health, public administration, organization management, and health care administration and management. Key Features: Introduces the first comprehensive guide and toolkit for creating successful nonprofit partnerships, Written by respected national nonprofit leaders, Includes proven tools and best practices for creating different types of nonprofit partnerships, mergers, and alliances and choosing the best fit, Presents detailed case studies illustrating challenges overcome and lessons learned, Breaks down legal documents so they are easily understandable and includes a toolkit of key partnership agreements and documents Book jacket.

Contents:

1 Partnership Introduction and Nonprofits in the 21st Century / Tine Hansen-Turton Hansen-Turton, Tine, Nicholas D. Torres Torres, Nicholas D., Richard J. Cohen Cohen, Richard J. 1

The Nonprofit Sector in the 21st Century 1

The Purpose and Audience for This Book 5

Chapter Overviews 5

References 9

2 The Emerging Market for Nonprofit Control: Business Model Implications / J. Kevin Fee Fee, J. Kevin, Arianne Sellers Sellers, Arianne 11

Editors' Overview 11

The State of the Nonprofit Industry / J. Kevin Fee Fee, J. Kevin 12

Industry Background 13

A Primer on Nonprofits 15

The Changing Industry Environment 17

Prevailing Nonprofit Industry Business Models 18

The Prevailing For-Profit Business Model 21

The New Nonprofit Industry Business Model 22

Implications and Speculations 27

Best-Practice Sharing: A Look at the Changing Nonprofit Human Service and Social Sector Industry and Its Private-Sector Competition, Arianne Sellers 28

Conclusion 33

References 34

3 Identifying the Right Partnership Strategy / Thomas A. McLaughlin McLaughlin, Thomas A. 37

Editors' Overview 37

Creating Partnerships: Structuring and Managing Are Valuable Tools 37

Economic Partnerships 38

Administrative Partnerships 40

Programmatic Partnerships 40

Backroom Collaboration: The Secret Sauce of Working Together Really Is Not Covert 42

Community Collaboration Funds Define Critical Juncture Financing 46

Collaborate to Fund 47

The Local Infrastructure 48

Create the Fund 49

The Subsidiary: Certain Words Can Be Very Specific 50

What You Should Do 53

Subsidiary Prerogatives 55

How Should We Get Together? There Really Are Not That Many Choices in Mergers 55

The Implications 55

On the Dotted Line: In Praise of Management Contracts 58

Management Contracts 59

The 3 Ps 61

Note 62

4 Building a Culture of Collaboration / Ashley Del Bianco Bianco, Ashley Del, Kate Rivera Rivera, Kate, Judith Bernstein-Baker Bernstein-Baker, Judith, Natasha Keleman Keleman, Natasha, Ashley Tobin Tobin, Ashley, Gretchen Shanfeld Shanfeld, Gretchen, Annette Mattei Mattei, Annette 63

Editors' Overview 63

The Freedom Rings Partnership: Community-Focused Collaboration / Ashley Del Bianco Bianco, Ashley Del, Kate Rivera Rivera, Kate 63

Policy Change to Aid Immigrant Youth Spurs Collaboration: The Formation of the Philadelphia Deferred Action Network / Judith Bernstein-Baker Bernstein-Baker, Judith, Natasha Keleman Keleman, Natasha 69

Building a Culture of Collaboration / Ashley Tobin Tobin, Ashley 74

The Philadelphia Refugee Health Collaborative / Gretchen Shanfeld Shanfeld, Gretchen 77

Background 77

The Transformative Possibilities of Nonprofit Collaboration / Annette Mattel Mattel, Annette 82

5 Collaboration Case Studies / Taz Hussein Hussein, Taz, Patricia Hampson Eget Eget, Patricia Hampson, Russell Johnson Johnson, Russell, William P. Brown, Jr. Brown, William P., Jr., Robert M. Gallagher Gallagher, Robert M., Will Gonzalez Gonzalez, Will, Suzan Neiger Gould Gould, Suzan Neiger 87

Editors' Overview 87

The Future of Health Care Is Here: Partnerships With Community-Based Organizations / Taz Hussein Hussein, Taz 88

Background 88

Strengthening Programs and Services for Immigrant Seniors in Challenging Economic Times / Patricia Hampson Eget Eget, Patricia Hampson 93

North Penn Commons: Fostering Social Innovation Through Collaboration / Russell Johnson Johnson, Russell, William P. Brown, Jr. Brown, William P., Jr., Robert M. Gallagher Gallagher, Robert M., Suzan Neiger Gould Gould, Suzan Neiger 96

The Latino Voter ID Work Group: A Case Study of Collaborative Leadership in Philadelphia's Barrio / Will Gonzalez Gonzalez, Will 101

References 106

6 Joint Ventures in the Social Sector / Nicholas D. Torres Torres, Nicholas D. 107

Introduction 107

Marriage Partnerships 108

Parent/Child Partnerships 112

Appendix A 117

7 Administrative Consolidations, Administrative Services Organizations, and Joint Programming / Nicholas D. Torres Torres, Nicholas D., Jacob Cavallo Cavallo, Jacob, Arun Prabhakaran Prabhakaran, Arun, Tivoni Devor Devor, Tivoni 129

Editors' Overview 129

Fiscal Sponsorship: The Urban Affairs Coalition Model / Jacob Cavallo Cavallo, Jacob, Arun Prabhakaran Prabhakaran, Arun 132

Introduction 132

A Brief Look at Fiscal Sponsorship 134

An In-Depth Look at the UAC Model 138

The Pros and Cons of a Shared Governance Model 143

Conclusion 144

Put the Money in Your Mission / Tivoni Devor Devor, Tivoni 145

Should You Partner With a Shared-Service Organization? 148

References 152

8 Merger Myths / Thomas A. McLaughlin McLaughlin, Thomas A. 153

Editors' Overview 153

Introduction 153

Let Us Figure Out the Structure First 155

9 Merger Case Studies / Tine Hansen-Turton Hansen-Turton, Tine, Richard J. Cohen Cohen, Richard J., Nicholas D. Torres Torres, Nicholas D., Kathy Wellbank Wellbank, Kathy, Joan C. Mazzotti Mazzotti, Joan C., James Moss Moss, James, Allison F. Book Book, Allison F., Ann O'Brien O'Brien, Ann, Carl M. Coyle Coyle, Carl M. 159

Editors' Overview 159

Deploying Strategy to Create Purposeful Partnerships / Tine Hansen-Turton Hansen-Turton, Tine, Richard J. Cohen Cohen, Richard J., Nicholas D. Torres Torres, Nicholas D. 159

Partnerships: From Collaborations to Mergers 159

The Public Health Management Corporation Story 160

The PHMC Affiliation Model: Strategic, Purposeful Partnership 161

The Affiliation Process-How It Works 165

Innovations Through Partnerships in Recovery: A Case Study of PHMC's IH / Kathy Wellbank Wellbank, Kathy, Devin Reaves Reaves, Devin 175

Summary 175

Background on Substance Abuse 176

Conclusion 181

An Innovative Approach to Collaboration: United Way of Greater Philadelphia and Southern New Jersey / Allison F. Book Book, Allison F., Ann O'Brien O'Brien, Ann 182

Background 182

Introduction 183

The Issue 185

The Solution: Regionalization 186

Next Steps 189

Mergers in Perspective 191

Conclusion 191

Contributing Interviews 192

Author's Note 193

The Onondaga Pastoral Counseling Center Nonprofit Mental Health Clinic: An Emergency Merger of Two Nonprofit Entities in Syracuse, New York / Carl M. Coyle Coyle, Carl M. 193

Background 194

OPCC-Rescue of a Failing Not-For-Profit 196

Summary, Observations, and Lessons Learned 205

Resources 206

Cortland Community Reentry Program, Upstate and Hudson Valley, New York, Carl M. Coyle 206

Conversion of a For-Profit Enterprise to Nonprofit Status 207

Common Themes and Lessons Learned 212

Futures Forward: The Merger of Philadelphia Futures and White-Williams Scholars / Joan C. Mazzotti Mazzotti, Joan C. 215

The Rationale for the Merger 217

Why Our Merger Succeeded 220

TPFC: Merging for the Future, James Moss 220

Summary 220

A Culture of Merging 221

References 233

10 Strategies, Tips, and Legal Partnership Documents 237

Editors' Overview 237

Mutual Confidentiality Agreement 240

Affiliation Feasibility Assessment 244

Due Diligence Request List 245

Affiliation Agreement 259

Management Agreement 272

Asset Purchase and Transfer Agreement 280

Sample Letter to the Attorney General 297

Office of the Attorney General Handbook for Charitable Organizations 299

Sample Memorandum of Agreement (Risk/Profit Sharing Agreement for Health Centers and Social Service Partners) 312.

ISBN:

9780826128065