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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

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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

  • 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

Supporting small charities: an update on our helpdesk

Get practical support from our helpdesk when you need it most.

  • Inside NCVO

Over 250 charities selected for Small Charity Week match funding.

257 small charities across the UK will take part in a match funding campaign during Small Charity Week.

  • Campaigning
  • Funding and income

Turning hope into action

A Million Acts of Hope has shown that hope is already alive in communities across the UK, and that small acts of kindness, connection and action can create lasting change.

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

Safeguarding, vulnerable clients and DBS

Guidance around safeguarding vulnerable clients and volunteers

  • Involving volunteers

Disclosure and barring service (DBS)

Advice on DBS checks for volunteers and volunteer involving organisations

  • Involving volunteers

Volunteer drivers

Guidance and policies to consider when using volunteer drivers

  • Involving volunteers

Copyright and volunteers

Guidance on copyright and volunteers

  • Involving volunteers

Investing in volunteers (IiV) Essentials

A free online tool for volunteer-involving groups and organisations

  • Involving volunteers

Making volunteering more inclusive for disabled people

Read our top tips for how your organisation can make volunteering inclusive for disabled people.

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.

Data protection essentials (2 x 0.5 days)

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

Mentoring and coaching (0.5 day)

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

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

Financial governance for trustees (0.5 day)

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

Good practice in volunteer management (1 day)

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

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

Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice

Recruiting volunteers (0.5 day)

This course will develop your skills and help you use a marketing approach to recruit volunteers

Developing a volunteer strategy (1 day)

Get an overview of the key tasks and considerations when creating a volunteer strategy. Learn how to develop a strategy that compliments your business plan and create a framework for building success