1. Age Exchange
Our merger journey…

2. Who are we? Small charity based in Blackheath
Specialise in Reminiscence Arts and inter-generational projects
Beneficiaries - primarily those with dementia and their carers

3. Dilemma for the trustees…
Evidence of impact of intervention on dementia sufferers
Project based funding model makes growth difficult
Wanted to reach a wider audience and expand
Capital needed for investment
Loans could put future of charity at risk
How can we grow our charity and secure our future?
Exploratory away day = decision to look for a potential partnership

4. Exploring partnership…
Received funding from central govt to look at sustainability
Teamed up with management consultants to explore options
Eastside Primetimers, specialist charity field
Surveyed potential partners
Discounted some options
Set up meetings with small shortlist
Home/away
Six key tests

5. Pros and cons… Decided on national charity Community Integrated Care
Alignment of values and purpose
Separate but equal, helped with due diligence
Two-way deal (fund-raising + volunteers/service sharing + potential client)
Funding for new joint project
Exciting times ahead…