Charity merger or collaboration checklist

The purpose of this guidance note, and others in the series, is to provide those responsible for the governance of a charity with a framework setting out the issues which should be borne in mind when considering the possibility of formally collaborating with, or merging with, one or more charities. This guidance is written for trustees and those senior members of staff with significant powers delegated to them by the charity’s trustees (such as the charity secretary/governance professional or chief executive).

This guidance note seeks to highlight the advantages and disadvantages of collaboration and merging with another charity and covers the legislative issues around charities regulated by the Charity Commission in England and Wales.

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