Charity Mergers & Collaborations: Practical Insights & Legal Considerations

Introduction

When advising charities on mergers, it is essential to offer sound, compliant advice and understand in what circumstances different types of mergers may be suitable (and where they may not).

This virtual classroom seminar will provide a comprehensive overview of the merger options available and the key considerations in establishing which is the right route.

This online course will look at the recent legislative change brought in by the Charities Act 2022 regarding mergers, and its impact on the merger register and the need for retaining shell charities post-merger. It will also provide an overview of other forms of collaboration between charities.

You will gain practical advice and tips that will enhance your knowledge and assist in providing advice to clients in meeting their strategic objectives in the best interest of the charity.

What You Will Learn

This live and interactive course will cover the following:

• Different options for charitable mergers
• Key considerations for charities when considering a potential merger
• Charities Act 2022 changes and the impact on mergers
• The advantages, disadvantages and what specific charity structure can benefit from the different merger options
• A brief overview of the merger process for each option
• Other collaboration options available

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.