Charity Mergers & Collaborative Arrangements - Key Considerations

Charity Mergers & Collaborative Arrangements - Key Considerations

Available to view from 10 May 2024

With a SmartPlan £99

With a Season Ticket £198

Standard price £396

All prices exclude VAT
Intermediate: Requires some prior subject knowledge
0.5 hours
Access for entire organisation


In the wake of recent scandals, the funding pressures of an economic downturn, the duplicity of effort in the sector or the need to ensure succession, many charities are considering a different way of working. That may include a full merger with another charity, a joint venture or collaborative working within the sector.

This short webinar will explore the key areas to consider and will be of interest to professional advisers, charity managers and board members.

What You Will Learn

This webinar will cover the following:

  • The challenges of merging
  • Common types of merger, including subsidiary charities
  • Joint ventures and other collaborative relationships
  • The barriers around charitable objects and ultimate trusts
  • Selection of the appropriate structures
  • Leadership, employment, property, and financial issues
  • Due diligence and the right questions to ask
  • Exit considerations should the merger not work
  • Legislative requirements of the Companies and Charities Acts
  • Conflicts of interest and confidentiality
  • Pitfalls, practicalities, and pressures of merging

This pre-recorded webinar will be streamed at 12:30pm on Friday 10th May 2024 and will remain available to view by delegates who have registered by then for 90 days.