Mergers – the journey for charities and third sector organisations from vision to reality

The charity trustees of 'Aidspire', a charity focused on facilitating and supporting volunteering opportunities, has resolved to look for a similar charity to merge with. It came across "Benevola". What happens next? Attendees will be guided through the complex journey of a merger commenting on the critical phases from initial discussions through due diligence to completion and beyond. A panel of experts from charity law, employment, commercial and tax will be on hand to answer questions throughout the journey.

Attendees will gain insights into common challenges, unexpected hurdles, and practical solutions of the process. This event aims to equip charities and third sector organisations with essential knowledge and confidence to make informed decisions and navigate successful mergers, empowering them to strengthen their missions and extend their impact.

This session will discuss:

• when charity trustees might want to consider a merger;
• who the right merger partner might be;
• an understanding of the merger process;
• what advice is needed and when; and
• the role of the charity trustees – significant decisions and how to make them.