3F | Roadmap For A Merger

Wednesday, Sept 30
2:40 - 3:40 PM

Experience Level
Experienced (5+ years)

Shop Size
Suitable for any size shop 

Institutions often find themselves needing to merge offices - both function and personnel - due to growth, changes in leadership, or to create and leverage synergies. This small group discussion will focus on the challenges and unique needs you will likely face if find yourself leading such a merger, and will provide you with a transition roadmap. The discussion will be led by Nancy Lubich McKinney with assistance from Catey Terry, both of whom have recently (and successfully) managed significant changes in office structure at universities.

Nancy Lubich McKinney

Nancy Lubich McKinney is the executive director of Donor and Gift Services at UC Berkeley and is responsible for providing a spectrum of service that picks up from the point of donor solicitation and follows a gift through processing and acceptance, fund creation and management, and donor acknowledgement and recognition.  Her team has responsibility for all private charitable contributions, representing cash and pledges of approximately $400 million annually, and manages nearly 15,000 gift funds.  As the advocate for donor interests, she manages an array of programs that acknowledge and recognize donors in meaningful ways, report to them on the impact of their philanthropy, and engage them with the campus, and that result in over 150,000 donor touches each year.  Nancy is the immediate past president of ADRP.