Did you know that donating shares is one of the most
tax-effective ways to give to charity?
Share giving - simple
You can put shares to good use by giving them to charity,
because they can be more tax-effective than giving cash.
Giving HMRC qualifying shares to charity means you
get Income Tax relief on the value of the shares as well as
exemption from Capital Gains Tax.
We make it simple for you
You can give us your shares or sell us your shares which we will
then sell to create sales proceeds to fund your CAF Charity Account or
Alternatively, you can simply transfer the shares to us and
these can be held in a CAF Charitable Trust to generate investment
income (subject to our investment policy).
Whichever easy method you prefer, and whichever account you
choose, what's important is you can choose where, when and how to
donate the funds.
And better still, we are a charity, so when you donate to
us you'll get all the tax benefits associated with giving.
We give you lots of options when giving shares so you can match your giving to your personal tax situation.
All of these examples are set out for additional rate tax
payers. If you pay a lower rate of tax, your tax savings will
Find out more
For CAF Charitable Trust clients
Please contact your dedicated private client manager direct.
Alternatively, our private client managers are happy to
advise about any aspect of giving, so please call 03000 123
028 (9am-5pm Monday to Friday) or complete our online
form and we’ll get back to you within one
For CAF Charity Account customers:
To find out more and contact our team about share giving, please
our online form
HMRC Qualifying Shares
A wide range of shares and securities can be gifted in this way.
These include those listed or dealt on a recognised stock exchange
in the UK and many international exchanges: the USA, Canada,
Australia, Hong Kong, New Zealand, Japan, Colombo, Singapore,
Johannesburg, Switzerland and the EU countries. We will be happy to advise you before you make your gift whether or not the shares are listed on a recognised stock exchange.
There are other investments that also qualify,
including authorised unit trusts, UK open-ended investment company
shares and certain foreign collective investment scheme
holdings. We recommend that you seek confirmation from HMRC that your investment qualifies for Income Tax relief.
We are unable to offer advice on personal tax
issues. So if you are unsure of your tax situation, we recommend
that you speak to a professional advisor or visit the gov.uk