How can you give shares?
Gift shares directly to us
Gift shares directly to us and we can place the proceeds in a CAF Charity Account or CAF Charitable Trust.
For a long term approach to giving with a CAF Charitable Trust, you can either place the proceeds into the CAF Charitable Trust or, subject to our investment policy, hold the shares in the CAF Charitable Trust to generate an investment return. We will help you manage and grow the funds to increase the amount to give to charity.
Under a CAF Charity Account, you will need to sell the shares yourself. We then place the proceeds into your account allowing you to give to charity when and where you choose.
Donate your shares to us
Selling shares yourself and donating the proceeds to your CAF Charitable Trust could be more tax effective for you.
Depending on your personal tax situation, selling shares yourself and donating the proceeds to your CAF Charitable Trust or CAF Charity Account could be more tax effective for you.
By donating the proceeds as cash the gifts will get a Gift Aid uplift of 25%, and you can also claim higher rate or additional rate tax relief on the gross value of the cash donation, after taking into account the Gift Aid tax claimed by the charity.
Sell your shares
You can sell your shares to us for less than their value and then the gain generated will be available to donate.
You can sell your shares to us for less than their value and then the gain generated will be placed into your CAF Charity Account or CAF Charitable Trust.
This means that you can reduce your taxable income by the donation amount (i.e. the market value of the shares, plus any costs of the transfer, less the sale price paid by the charity), reducing your overall income tax liability.
We will put the proceeds in your CAF Charitable Trust or CAF Charity Account to donate when you choose.