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Deciding to merge

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

  • Collaboration

Due diligence

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

  • Collaboration

Pre-merger: Areas of focus

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

  • Collaboration

Merger process

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

  • Collaboration

Actions post-merger

What to consider once your merger has completed

  • Collaboration

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

  • Collaboration

Joint working agreements

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

  • Collaboration

Joint working agreements explained

What to consider when setting up a joint working agreement

  • Collaboration

Joint working agreement checklist

A checklist to help you develop a joint working agreement

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

Fundraising challenges

  • Funding and income

Fundraising in a public place

Guidance on fundraising in a public place

  • Funding and income

Gift Aid

Learn about Gift Aid and how it works

  • Funding and income

Giving by text

Learn about donating to a voluntary organisation

  • Funding and income

Legacies

Learn more about legacy gifts

  • Funding and income

Lotteries, prize competitions and free draws

Learn more about lotteries, prize competitions and free draws

  • Funding and income

Major donors

Learn more about major donors

  • Funding and income

Online donation platforms

Learn about online donation platforms

  • Funding and income

Online charity auctions

Learn more about online charity auctions

  • Funding and income

Payroll giving

Learn more about payroll giving in the voluntary sector

  • Funding and income

Better impact reporting (0.5 day)

This practical session will build your awareness of different types of reporting and support you to tell a compelling story through your reporting

Leading a thriving organisational culture (1 Day)

This training provides you with the insights, tools, and confidence to evaluate and strengthen your organisation’s culture providing a strong foundation for success.

Safeguarding essentials for trustees (0.5 day)

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

eLearning: Roles and duties of trustees

Trustees play an important role in making sure charities are well-managed and can achieve their aims. This accessible, interactive trustee eLearning course lets you study in your own time and at your own pace so you can fit around your schedule and priorities.