Merger Feasibility

One Dance UK

Introduction

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


What we will fund

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:

  • consultation with staff/beneficiaries/members/other stakeholders
  • facilitation of discussions with the potential merger partner/s
  • governance, planning, financial, legal, HR or communications advice

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.


Make an application

There is just a one stage process for merger feasibility applications. Please email your completed application to communications@esmeefairbairn.org.uk

Your application should include:

  • a completed application form: download the form in either a Word version or as a PDF
  • a three page outline of your proposal (on no more than six sides of A4, size 12 font) giving:
    • a brief summary of the merging organisations - mission & values – what do they have in common, and where do they differ, niche occupied in the sector locally, regionally or nationally
    • details of whether or not your organisation has successfully worked in partnership with the merger organisation/s before
    • the rationale  for considering merger:
      • how could it impact on policy and practice more widely, and affect the local, regional or national sector?
      • how could it impact on the efficiency and effectiveness of any merged services or work?
      • what are the negative impacts if the merger doesn’t go ahead?
    • a description of the stage the organisations have reached in the process
    • an outline budget indicating what the merger grant will be spent on

    Please also attach management accounts for both organisations


After you apply

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.


Learning

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