Gift of Shares
Giving to St Dunstan’s through stocks, shares or investments is an extremely tax-efficient way to help. If you would like to donate any investments in this way, it would be very valuable to us. Your gift will be exempt from Capital Gains Tax and could reduce your taxable income.
How it works
All sorts of investments qualify and the tax benefits can be considerable. For example, if you give us shares valued at £1,000, you can reduce your taxable income by £1,000. For a higher rate taxpayer, that amounts to a saving of £400 on income tax for that year. What’s more, no Capital Gains Tax applies on any increase in the value of the shares since you bought them.
Alternatively, you can sell your shares to us at less than their market value, provided they are quoted on the stock market. This way, we receive the shares at a discount and you can still claim tax relief against the gift made.
For more information please contact Stuart Sherriff on 020 7616 7963 or email stuart.sherriff@st-dunstans.org.uk