Giving shares pays dividends
Give your stocks, shares or other investments to charity,
and you could make your accountant happy too!
Gifts of this kind are exempt from Capital Gains Tax. And you
could also be entitled to reduce your taxable income by the value
of the gift.
What sort of investments qualify?
- shares and securities listed or dealt on a
recognised stock exchange – in the UK or elsewhere
- UK Authorised Unit Trust Units
- UK Open-ended investment company shares
- certain foreign collective investment scheme
holdings
Selling shares to us
Instead of donating the shares directly, you could sell them to
us for an amount less than their market value – normally we pay up
to 75% of the value of the shares. We then sell the shares, and the
net proceeds, minus the amount we paid for them, are placed in a
CAF
Charity Account or a CAF Trust for you to give to your favourite
charities. As long as the amount we pay for the shares doesn’t
exceed their cost to you (for tax purposes), you will be exempt
from Capital Gains Tax.
Other non-cash gifts
You can also give land, property or works of art to charity
through us. We’ll sell these assets and put the proceeds into a
CAF
Charity Account or CAF Trust.
Discover the three
ways we can help you to benefit charity through a gift of
investments.
If you have a question about giving shares to charity,
please complete our enquiry form, or call us on
03000 123 028.