Preparing Your Church for a Merger

Church mergers are complex. There are legal hurdles and administrative tasks that need careful planning. This guide outlines some of the key steps to prepare for a successful merger.

Administrative Preparation

Governing Board
Make a list of all board members and their roles. They will decide or propose the merger to the congregation.

Church Staff
List staff members, their roles, responsibilities, and employment details. Review all employment and contractor agreements.

Ancillary Ministries and Integrated Auxiliaries
Decide which ministries will continue or dissolve. 

Ministry Employees and Volunteers
List all employees and volunteers. Collect all the writings that describe their roles and wages.  Get copies of all written agreements with employees or volunteers. 

Physical and Financial Assets
List assets with details such as market value, condition, and insurance.

Don’t forget to list grants, bequests, and promised gifts.

Debts
List all debts with pay-off amounts and loan documents. Include all service contracts.

Get the Right Team

Your transition team should include trusted advisors on the law, finances, and insurance. 

Discuss Blending the Structure and Culture of Both Churches

Discuss and agree on the new church structure and leadership. Key questions include:

  1. What is the role of deacons?
  2. How will new members join?
  3. Will there be plans to introduce communities to each other?
  4. Compare church articles, constitutions, and bylaws.
  5. Are there special risks or legal issues to raise with an attorney? 

Ensure unity by viewing the merger as a union of two congregations worshiping together. 

Mergers can be tough and difficult situation, but try to focus your discussions on the common goal of both churches. The mission remains the same, and the good news of Christ will be proclaimed.