Mergers

A merger is two or more separate charities coming together to form one organisation. In such cases, either a new charity is formed to carry on the work or take on the assets of the original charities, or one charity assumes control of another.

The primary purpose for a merger is to better meet the needs of the beneficiaries or users of all the charities involved, and make best use of their charitable funds and property.

Collaborative working describes joint working by two or more charities in order to fulfil their purposes, whilst remaining as separate organisations. This may relate to any aspect of the charities’ operational activity, including administration, fundraising, profile enhancement, resource sharing and streamlining of costs and service delivery.

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London
News

United Way-style matchmaking service to launch in London

Fundraising | Tania Mason | 8 Feb 2012

London Voluntary Service Council plans to use the money it won from the Transforming Local Infrastructure Fund to set up a US-style model of matchmaking businesses with civil society organisations to boost their capacity.

Shaw Trust shop
News

Shaw Trust examines merger with Work Programme prime contractor

Governance | Tania Mason | 1 Feb 2012

The Shaw Trust and Careers Development Group, two of the UK’s biggest welfare-to-work charities, are considering a merger.

The pensions merger blockade
Blogs

The pensions merger blockade

Finance | David Davison | 15 Dec 2011

There's no sense in burying your head in the sand when it comes to pensions, David Davison says, the sooner the matter is broached, the fewer the implications.

Ian Oakley-Smith, director, PwC
News

Charity merger activity down in 2011, PwC analysis suggests

Governance | Tania Mason | 6 Dec 2011
Tags: Mergers

Charities are not merging with other charities nearly as much as might be expected in the wake of the public spending cuts, new figures from the Charity Commission suggest.

John Low, CEO, CAF
News

Charity Bank and CAF Bank eschew merger but will collaborate more 1

Finance | Tania Mason | 30 Nov 2011

Charity Bank and its largest shareholder Charities Aid Foundation say they have considered but ruled out merging the bank with CAF Bank.

Paul Winter, chair, Winston's Wish
News

Winston's Wish considers how to rescue Noah's Ark services

Governance | Tania Mason | 1 Nov 2011

Winston’s Wish, the charity for bereaved children, is looking at whether it can step into the gap left by the closure of Noah’s Ark Trust and provide services to the children the charity helped.

Etherington says charities too often avoid merging until last minute
News

Etherington says charities too often avoid merging until last minute 2

Governance | Vibeka Mair | 1 Nov 2011

Chief executive of NCVO Sir Stuart Etherington has said that most charities only decide to merge when there is no other alternative because trustees don't want to confront the fact their charity is in trouble.

Non-profit social network bought by US content provider
News

Non-profit social network bought by US content provider

IT | Kirsty Weakley | 23 Aug 2011

GOOD, a content provider for the non-profit community, has announced that it has acquired Jumo, the social network aimed at non-profit organisations.

Australian charity buys into UK welfare-to-work market
News

Australian charity buys into UK welfare-to-work market

Finance | Vibeka Mair | 16 Aug 2011

An Australian charity has acquired welfare-to-work training provider North Wessex Training Ltd.

Keep Britain Tidy and Waste Watch merge to improve chances of funding
News

Keep Britain Tidy and Waste Watch merge to improve chances of funding 3

Finance | Vibeka Mair | 8 Aug 2011

Environmental charities, Keep Britain Tidy and Waste Watch have merged after deciding it would be financially beneficial as the two organisations often chase the same sources of funding.

Professor Paul Palmer
News

NCVO takes over KnowHow NonProfit 2

Finance | Tania Mason | 28 Jul 2011

KnowHow NonProfit, the website that was set up in 2008 with £2.2m from the Big Lottery Fund’s Basis programme, has now been absorbed into the NCVO after its funding ran out.


Stephen Hammersley, chief executive, Community Foundation Network
News

Association of Charitable Foundations and Community Foundation Network revisit merger prospect

Governance | Tania Mason | 25 Jul 2011

The Association of Charitable Foundations and the Community Foundation Network are exploring a possible merger, though the ACF has ruled out a ‘fast-track merger’ following consultation with its members.



Peter Gotham
News

Gotham Erskine merges with MacIntyre Hudson

Finance | Tania Mason | 7 Jul 2011

Charity accountancy firm Gotham Erskine has merged into MacIntyre Hudson LLP, one of the UK’s 20 biggest accountancy and consulting companies, and the enlarged firm has lured Chris Harris away from Cipfa to help build its position in the voluntary sector.


Dame Suzi Leather, chair of the Charity Commission
News

Charities are entering consortia without telling trustees, says new Commission research 2

Governance | Gareth Jones | 6 Jul 2011

Some charities are not consulting their boards before entering into consortia, Charity Commission research will shortly reveal.

Charity boards should communicate redundancies to staff, says NPC report
News

Charity boards should communicate redundancies to staff, says NPC report 3

Governance | Vibeka Mair | 29 Jun 2011

Trustees should take responsibility for difficult announcements at charities such as redundancies, according to a new report from New Philanthropy Capital.

The Waterways Trust announces plans to merge with British Waterways charity
News

The Waterways Trust announces plans to merge with British Waterways charity 1

Governance | Vibeka Mair | 27 Jun 2011
Tags: Mergers

The Waterways Trust has agreed "in principle" to merge with the planned new waterways charity which will be formed from the public body British Waterways next year.

Charities need to merge more to attract finance, says Jonathan Lewis
News

Charities need to merge more to attract finance, says Jonathan Lewis 3

Finance | Vibeka Mair | 20 Jun 2011

Charities need to do more mergers, acquisitions and resource sharing to make themselves more commercially bankable to lenders, says Jonathan Lewis, outgoing chief executive of Social Investment Business, who is to head an NHS social enterprise spin-off in August.

Egos and a lack of planning damage collaboration, say charity leaders
News

Egos and a lack of planning damage collaboration, say charity leaders

Governance | Vibeka Mair | 16 Jun 2011

Egos, bad planning and tension around competition are stopping effective collaboration in the charity sector, according to a panel of charity experts who discussed the issue at a Knowledge Peers event last night.

Michael Alun, MP
News

Alun Michael suggests there is too much duplication in charity sector 2

Finance | Celina Ribeiro | 9 Jun 2011
Tags: Mergers

The chair of the All Party Parliamentary Group on the Voluntary Sector prompted a vehement defence of small charities by sector representatives after he expressed concern at the amount of duplication within the sector.

Princess Anne. Image courtesy of Agencia Brasil.
News

Princess Royal Trust name to be dropped in merger

Governance | Tania Mason | 11 May 2011
Tags: Mergers

The Princess Royal Trust for Carers brand looks set to be consigned to history as the charity prepares to merge with Crossroads Care and create an entirely new name for the merged entity.

Yardley Great Trust residents
News

Birmingham housing charity takes over smaller counterpart

Governance | Tania Mason | 6 Apr 2011
Tags: Mergers

Midlands poverty relief and sheltered housing charity Yardley Great Trust has taken over the smaller housing provider Carrs Lane Homes.

Group finance director Age UK Charles Scott
Interviews

Age UK's first financial year

Finance | Vibeka Mair | 21 Feb 2011
Tags: Mergers

Age UK, the charity formed from the merger of Help the Aged and Age Concern England, has released its first annual report. Group finance director Charles Scott discusses the results.

The cultural dynamics of mergers
Expert advice

The cultural dynamics of mergers

Finance | 18 Feb 2011

Sam Attenborough and Frances Hurst offer some practical tips on how to take the best of each world with you in a merger.

Mergers - a legal roadmap
Expert advice

Mergers - a legal roadmap

Finance | 18 Feb 2011

Moira Protani outlines the key considerations for charities thinking about a merger.

Speculate to accumulate
Joe Ludlow, Clore Fellow
News

Charities need to create 'impact networks' to improve services, says NPC 2

Governance | Vibeka Mair | 8 Feb 2011

Charities and funders need to recognise the strengths of working together and foster ‘impact networks,’ to deliver effective outcomes for beneficiaries, according to a new report from New Philanthropy Capital.

VAT review of 2010: a whirlwind year
Analysis

VAT review of 2010: a whirlwind year

Finance | Graham Elliott | 26 Jan 2011

Graham Elliott summarises a selection of VAT changes that occurred in the year and examines their implications for other charities.

Over half of charities may cut jobs if income falls, says new report
News

Over half of charities may cut jobs if income falls, says new report

Finance | Vibeka Mair | 16 Dec 2010

Over half of charities will consider redundancies in response to the shortfall in income, according to the fourth report in the Managing in a Downturn series, produced by the Charity Finance Directors’ Group (CFDG), the Institute of Fundraising (IoF) and PwC.

Kevin Carey, chair, RNIB
News

RNIB chair wants to grow RNIB Group into a £500m-turnover operation

Governance | Tania Mason | 30 Nov 2010

RNIB chair Kevin Carey has an ambition to grow the RNIB Group into an enterprise with turnover of half a billion pounds.

Charity with £1.5m pension deficit partially saved
News

Charity with £1.5m pension deficit partially saved

Finance | Gareth Jones | 25 Nov 2010

Home care services provided by Age Concern Barking & Dagenham, which went into administration earlier this year with a £1.5m pension deficit, have been saved by the neighbouring Age Concern Havering.

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