Merger support is only available to currently funded organisations (one or both of the parties).
We support organisations in the early phases of thinking about a merger. In 2017 we gave out £80k in grants to organisations at the preliminary stage of discussions with an identified potential merger partner (or partners). The maximum amount we will fund for merger planning costs is £15,000.
We will consider any reasonable request for work that helps to make the decision whether or not to merge easier. Work we have funded includes:
The work of the merging organisations should match our funding priorities within our sectors: the arts, children and young people, environment, food, and social change. The Foundation's Exclusions still apply; if you come under any of these you will not be eligible for funding. You must also have unrestricted reserves equivalent to at least three months’ running costs.
Grants are made on a rolling basis and there are no deadlines.
There is just a one stage process for merger feasibility applications. Please email your completed application to firstname.lastname@example.org
Your application should include:
Please also attach management accounts for both organisations
We aim to acknowledge your application by email within a week of receiving it.
If we require any further information from you a Grants Manager will be in touch.
We expect to notify you of the decision within a month of receiving the application.
Once the work is complete, we'd like a brief report listing how the funds were used and what happened as a result. Please note that the aim of these grants is to get the right decision -- we will not regard a merger that does not go ahead as a failure.
The Institute for Voluntary Action Research has published two reports: Story of a merger, and Merger as Strategy, that you may find useful. It is also worth reading the NPC report: Let’s talk mission and merger
02 April 2019
Tel: 020 7812 3700
Charity No. 200051