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When Merging Means Winning: Redefining Organizational Success with Bethany Robertson

When Merging Means Winning: Redefining Organizational Success with Bethany Robertson

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What if the ultimate success of your organization isn't staying independent forever, but creating a cultural shift that outlasts the institution itself? Bethany Robertson, co-founder of the I Do Foundation and Parents Together Foundation, shares her journey through organizational mergers and the lessons learned about redefining success.

The I Do Foundation pioneered charitable giving at weddings in 2000, creating a cultural norm and generating over $1 million before merging with a larger organization. Bethany discusses the emotional complexity of navigating transitions as a founder, the challenge of moving from philanthropic funding to earned revenue sustainability, and why letting go of organizational independence can be the right strategic choice.

We explore the critical difference between thinking of a process as a "merger" versus an "acquisition"—and how waiting too long can shift the power dynamics. Bethany shares lessons about negotiating when your assets have declined, the importance of separating founder identity from organizational identity, and why this moment demands flexibility in how we think about institutional work. Whether you're considering a merger, struggling with sustainability questions, or wondering how to balance organizational and personal wellbeing, this conversation offers honest perspectives on organizational evolution.

Guest Bio:

Bethany Robertson is a social entrepreneur with over two decades of experience. She co-founded the I Do Foundation in 2000, creating a movement around charitable giving at weddings. More recently, she served as co-founder and co-director of Parents Together Foundation. Bethany has championed co-leadership models and flexible organizational structures throughout her career, and currently focuses on local community organizing in Washington, DC.

Note: Host Monisha Kapila served on the I Do Foundation board starting in 2006 and brings her perspective to the conversation.

Resources Mentioned:

Lean Impact by Ann Mei Chang - Brings Lean Startup philosophy into the social sector

Email: podcast@leadershipbypurpose.com

Keywords: nonprofit leadership, organizational merger, social entrepreneurship, nonprofit sustainability, founder journey, co-leadership, organizational restructuring, I Do Foundation, Parents Together Foundation, nonprofit transition, leadership identity, grassroots organizing

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