If your charity or voluntary organisation is considering merger options, this useful guide from the Institute of Voluntary Action Research and BWB's Lawrence Simanowitz may prove helpful.

A merger is one of the most challenging steps a voluntary organisation can make – aside perhaps from formation or closure. It can create tensions as well as excitement, be the cause of much debate and lead to permanent and irreversible change. Research suggests that, in
order to work, mergers should be treated with a degree of caution; they certainly need to be thought through patiently and carefully.

This publication is primarily for staff and trustees of small and medium-sized voluntary organisations. It is not a guide to financial aspects of merger, nor is it a step-by-step ‘toolkit’. Instead, it brings together the experiences of a wide variety of voluntary organisations and advisers that have contemplated or carried out merger to highlight different dimensions of ‘thinking about merger’.

The publication is available to download for free here

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Lawrence Simanowitz

Charity Partner, Head of Culture + Creative

+44(0)20 7551 7796

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Posted on 29/06/2016 in BWB Publications

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