Charity mergers (1): assessing your options | Practical Law

Charity mergers (1): assessing your options | Practical Law

This is the first of two videos in which the Charity Commission provides practical insights into the charity law issues that commonly arise when charities seek to merge, as well as the regulator's role in facilitating such mergers.

Charity mergers (1): assessing your options

Practical Law UK Video and Audio w-030-4834 (Approx. 5 pages)

Charity mergers (1): assessing your options

Law stated as at 19 May 2021England, Wales
This is the first of two videos in which the Charity Commission provides practical insights into the charity law issues that commonly arise when charities seek to merge, as well as the regulator's role in facilitating such mergers.
This video looks at key issues that need to be addressed at the outset when charities are considering merger. It discusses the principles charity trustees should follow when deciding whether to merge, the need to properly manage conflicts of interest and the different ways in which charities can merge. It also considers barriers to merger, such as the need to obtain third party consent, incompatibility of charitable purposes and lack of a power to merge. The video signposts the Commission's guidance on mergers and related issues.
Video chapters:
  • Deciding whether to merge and with whom.
  • The different ways charities can merge.
  • Key considerations when proceeding with a merger.
  • Factors that may prevent charities from merging.
In this video, all references to the Charities Act mean the Charities Act 2011.
The following Charity Commission guidance is referred to in, or is relevant to, this video:
Mergers and collaborative working
Charity structures
Changing a charity's governing document
Charity trustees
For Practical Law's guidance on:
To access all of our resources on charity law and practice, see For charity lawyers.