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Mergers

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

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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

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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

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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

Involving paid staff as volunteers

Things to consider when paid staff want to volunteer for the organisation that employs them

  • Involving volunteers

Data protection and volunteers

Guidance on holding and protecting data on volunteers

  • Involving volunteers

Employment status

Guidance on when a volunteer can demonstrate that they're working under a contract, and what that means

  • Involving volunteers

Tribunal decisions

Examples of tribunal decisions where a volunteer be seen as an employee

  • Involving volunteers

National minimum wage

What happens if a volunteer is found to be eligible for the minimum wage

  • Involving volunteers

Making sure you don't create an employment contract

How to make the most of volunteers while ensuring they don’t become workers or employees

  • Involving volunteers

Volunteering and benefits

Learn more about volunteering while receiving state benefits

  • Involving volunteers

Volunteering, tax and national insurance

Learn about the tax and national insurance implications for volunteers

  • Involving volunteers

Volunteering and health and safety

Guidance on the health and safety measures you need to put in place when working with volunteers

  • Involving volunteers

Insurance and volunteers

Guidance on arranging insurance for volunteers and volunteer-involving organisations

  • Involving volunteers

All-Party Parliamentary Group (APPG) on Charities and Volunteering

A chance to hear from regulators about their plans for the voluntary sector.

Outcomes and impact measurement (1 day)

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

Managing conflict and ending volunteering well (0.5 day)

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

NCVO/Zurich webinar: navigating financial risk with confidence (1 day)

Learn how to navigate today’s toughest financial challenges facing small voluntary organisations. Discover the tools, insights, and real-world examples you need to build resilience, manage risk and lead with financial confidence.

Managing people in the charity sector (2 days)

This course will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff

Strategic planning: tools for decision making (1 day)

This course will introduce processes and tools to help ensure that decision-making is responsive to your environment and focused on the most important issues affecting your organisation

Tools and methods for measuring outcomes (1 day)

Get an introduction to data collection methods and practical guidance for evaluating your work

Volunteering network meeting

A network open to all NCVO members working within the volunteering ecosystem. Join us to discuss your volunteering challenges and work with the group to find solutions

Safeguarding essentials in charities (1 day)

All voluntary organisations have a duty to keep the people they work with safe from harm. This course introduces the basics of safeguarding within a charity context in England and highlights effective safeguarding practice

Leading external engagement (2 days)

This practical two-day course for aspiring and existing charity leaders will build your confidence and skills to deliver impact for yourself and your organisation. Learn who your key stakeholders are and how to use communication tools to build engagement and partnerships