Sell the shares and donate the proceeds under Gift Aid

This example is set out for additional rate tax payers. If you pay a lower rate of tax, your tax savings will reduce accordingly.

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.

The tax benefits

£8,000: Value of shares sold and proceeds donated to us to manage
£2,000: Additional amount that the CAF Charitable Trust or CAF Charity Account receives in Gift Aid
£2,500: Income tax relief for a 45% tax payer
£5,500: Net cost for your £10,000 gift to charity

 

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. We will be happy to advise you before you make your gift whether or not the shares are listed on a recognised stock exchange.

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

 

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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