Charity Mergers & Collaborative Arrangements - A Bitesized Guide to the Key Considerations

Introduction

In the wake of recent scandals, the funding pressures of an economic downturn, the duplicity of effort in the sector or the need to ensure succession, many charities are considering a different way of working. That may include a full merger with another charity, a joint venture or collaborative working within the sector.

This short webinar will explore the key areas to consider and will be of interest to professional advisers, charity managers and board members.

What You Will Learn

This webinar will cover the following:

• The challenges of merging
• Common types of merger, including subsidiary charities
• Joint ventures and other collaborative relationships
• The barriers around charitable objects and ultimate trusts
• Selection of the appropriate structures
• Leadership, employment, property, and financial issues
• Due diligence and the right questions to ask
• Exit considerations should the merger not work
• Legislative requirements of the Companies and Charities Acts
• Conflicts of interest and confidentiality
• Pitfalls, practicalities, and pressures of merging

This webinar was recorded on 1st May 2024

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