Share giving

Share giving - simple
and tax-effective

 

Did you know that donating shares is one of the most tax-effective ways to give to charity?

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 CAF Charitable Trust.

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.

Your options

We give you lots of options when giving shares so you can maximise the tax benefits.

All of these examples are set out for additional rate tax payers. If you pay a lower rate of tax, your tax savings will reduce accordingly.

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 working day.

For CAF Charity Account customers:

To find out more and contact our team about share giving, please complete 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.

 

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Contact us

If you would like to find out more about giving shares to charity, please contact our team of advisors on 03000 123 028 (Monday to Friday, 9am - 5pm, except public holidays) or request a call back using the form below.

Complete our online form

Gift shares

Gift shares directly to us and we can place the proceeds in a CAF Charity Account or CAF Charitable Trust.

Find out more about sharegiving

Sell your shares to us

Reduce your taxable income by selling your shares to us for less than their value.

Find out how to sell your shares to us