Shares
Turn your shares into an investment in your local community. Making a gift of shares is an incredibly tax-effective way of supporting local community projects and can make sound financial sense.
Since April 2000 there have been generous tax incentives if you, or your company, give shares to charity:
- You can claim income tax (or corporation tax) relief on the value of most shares, securities and other investments.
- You are also exempt from any tax on capital gains that might have arisen if the shares had been sold.
Why you should consider giving shares
- You benefit and the charity benefits as the tax incentives are extremely generous.
- If you own shares it is a cost-effective way for you to set up your own charitable fund within the Foundation.
- If you hold 'windfall' shares that are sitting in a drawer gathering dust they could be put to really good use in your local community.
- If you own a small number of shares - perhaps in one or two companies - they could be generating more paperwork than income. You can convert them into something of real value to us.
What to do next
The first step is to give us a call on 01422 349700 and speak to a member of the Foundation team. Depending on how the shares are held, you might have to fill out a stock transfer form or simply arrange for a transfer from your nominee account straight to us.
