Donating shares

Why donate shares to Guide Dogs?

  • young male guide dog owner partnered with his guide dog sitting in a town togetherMillions of pounds worth of shares are donated to charity each year.
  • By giving in this way you could help fund future guide dog partnerships and transform the lives of blind and partially sighted people, whilst also receiving substantial tax benefits.
  • Giving shares to Guide Dogs is simple. All you need to do is get in touch and we will talk you through the process and help you along the way.

The tax benefits for you

Donating shares to Guide Dogs is one of the most tax-effective ways you can give money.

  • You won't have to pay any capital gains tax on the shares you donate and you can claim income tax relief too.
  • If you are a higher rate (40%) taxpayer you will be able to claim income tax relief equal to 40% of the value of the gift.
  • If you are a highest rate (50%) taxpayer you will be able to claim income tax relief equal to 50% of the value of the gift.

In order to qualify for the tax relief, the shares or securities must be: listed or dealt on a recognised UK or foreign stock exchange, units in authorised unit trusts, shares in a UK open-ended investment company or holdings in certain foreign collective investment schemes.

Please note...

Guide Dogs is unable to offer advice on personal tax issues. So if you are unsure of your tax situation, we recommend that you speak to a financial advisor or contact the HM Revenue & Customs via their website at www.hmrc.gov.uk/charities-donors/.




Share:

If you are thinking of donating shares to Guide Dogs and would like to discuss further please contact Karen Barns, 0118 983 8350