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Mergers

This section explains the types of charity mergers and the different reasons for merging

  • Collaboration

About mergers

Information on the types of charity mergers and the different reasons for merging

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Deciding to merge

This page highlights key questions to think about before making the decision to merge

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Due diligence

Actions to ensure a planned merger is in the best interests of your organisations and beneficiaries

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Pre-merger: Areas of focus

Things to consider in the run-up to a formal merger

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Merger process

Planning the process with stakeholders and making sure you are clear about the role of your organisation’s regulator is key

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Actions post-merger

What to consider once your merger has completed

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Working with local Compacts

A guide to implementing local Compact agreements between voluntary organisations and local authorities, health services, and government departments

  • Collaboration

Coproduction and service user involvement

How to involve people who use services in the design and delivery of services

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Joint working agreements

Guidance and a downloadable checklist to help you set up and manage joint working agreements

  • Collaboration

Time to flex: Embracing flexible working

  • Employing and managing staff
  • Equity, diversity and inclusion

The Road Ahead 2022

  • Coronavirus
  • Responding to crises
  • Government and politics

UK Civil Society Almanac 2021

  • Government and politics
  • Involving volunteers

Levelling up: The role of charities and volunteering

  • Government and politics
  • Involving volunteers

Charities Bill: Lords Second Reading

  • Government and politics

Where power lies: How lived experience is engaged in voluntary sector governance and decision-making

  • Equity, diversity and inclusion
  • Governance

Rebalancing the Relationship: Final report

  • Employing and managing staff
  • Collaboration

Rebalancing the relationship: emerging findings and draft recommendations

  • Employing and managing staff
  • Collaboration

The Road Ahead 2021

  • Funding and income
  • Coronavirus
  • Responding to crises

Time Well Spent: Diversity and volunteering

  • Equity, diversity and inclusion
  • Involving volunteers

Approaching diversity through equality and inclusion

How to approach diversity at board level

  • Governance

Approaching board relationship challenges

How to approach board relationship challenges and have constructive conversations

  • Governance

Dealing with problems and disputes between trustees

Use this page to learn about how to broadly encourage positive trustee relationships and manage disputes.

  • Governance

Having challenging conversations

Use this page to understand how to approach challenging conversations with your board.

  • Governance

Carrying out a governance review

What to consider when carrying out a governance review and the different types of review

  • Governance

Annual report and accounts

Information on annual reports and accounts for charities, and sample documents.

Board meeting agenda

A template agenda for a board meeting.

Code of conduct

A sample code of conduct for trustees.

Declaration of interests

Sample declaration of interests form for trustees

Expenses claim form

Sample trustee expenses claim form

Project management in the voluntary sector (2 days)

This practical course is specifically tailored to the voluntary sector. It’s designed to give you all the principles and practical tools you need to plan, deliver and evaluate your project successfully

Boost your personal influence and impact (0.5 day)

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside your organisation

Developing a Fundraising Strategy (0.5 day)

Learn how to build a more intentional approach to your fundraising for a more financially sustainable future.

Safeguarding essentials for trustees (0.5 day)

This introductory course explains the key trustee responsibilities for safeguarding, following guidance from the Charity Commission

Designated safeguarding leads in charities (1 day)

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England

Outcomes and impact measurement (1 day)

Learn how to create an evaluation plan to better understand and demonstrate the difference your work makes

Mentoring and coaching skills (0.5 days)

This course provides an introduction to the key differences between mentoring and coaching. You’ll learn how to use both skills effectively to develop and support staff, volunteers and clients

Theory of change for strategic planning and evaluation (1 day)

Learn how to create your own theory of change and narrative. This course will challenge you to think critically about what you're doing and why

Charity finance skills (1 day)

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance

Charity trustee induction and refresher (2 x 0.5 days)

This course will give trustees an overview and understanding of charity governance, regulation and best practice