GIVE YOUR SHARES TODAY

WHY GIVE SHARES?

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

• 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.
• 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).

Not yet a CAF customer? Find out how we can support your charitable giving.

IMPORTANT LEGAL INFORMATION

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.

Tax Advice

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 website www.gov.uk/donating-to-charity