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Donate shares

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Making a gift of shares to Barnardo’s can be a highly efficient way for you to support our work, because of the generous tax relief available. The following information shows you step by step how to donate shares to Barnardo’s and outlines the tax benefits for you.

How to donate shares to Barnardo’s

To donate shares to Barnardo’s, please follow these simple steps.

1. Obtain a stock transfer form from the Registrar who acts for the company in which you have shares. The name of the Registrar will usually be shown at the bottom of your share certificate. If you prefer we will be happy to send you a stock transfer form - just contact Suman Mitra, Suman.Mitra@barnardos.org.uk.

2. On the stock transfer form, in the box entitled ‘Full name and postal address of the person to whom the security is transferred’, please write:
Barnardo’s
Tanners Lane
Barkingside
Ilford
Essex IG6 1QG

3. Complete, sign and date the form as appropriate.

4. Please send the completed form, together with the share certificate, to:

Suman Mitra
Barnardo’s
Tanners Lane
Barkingside
Ilford
Essex IG6 1QG

We strongly recommend that you keep a copy of the stock transfer form as evidence of your gift.

What are the main tax benefits of donating shares to Barnardo’s?

  • A gift of shares is free from capital gains tax
  • Since April 2000 you can claim income tax relief, at your highest rate, for the full market value of the shares you donate, on the date of transfer to Barnardo’s

This means that you will not pay tax on the equivalent amount of your income in the year that you make the gift.

You can also claim the tax relief on your self assessment tax return. 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.

How much tax relief can I claim?

The following examples show how the income tax relief works.  

If you are a basic rate tax payer (20 per cent)

If you donate shares worth £500 to Barnardo’s, then you will be able to claim income tax relief of £100 (20 per cent of £500).

This means the donation has cost you £400, while the shares are shares worth £500 to Barnardo’s.

You do not have to pay any capital gains tax on the disposal of these shares.

Higher rate tax payer (40 per cent)

If you donate shares worth £500 to Barnardo’s, then you will be able to claim income tax relief of £200 (40 per cent of £500).

This means the donation has cost you £300, while the shares are shares worth £500 to Barnardo’s.

You do not have to pay any capital gains tax on the disposal of these shares.

The examples given above are for illustrative purposes only. The tax benefits you may be entitled to will depend on your personal circumstances. You should consider taking professional advice to ensure that your gift to Barnardo’s is structured in the most efficient manner.

If you need any more information, please contact Suman.Mitra@barnardos.org.uk.

Barnardo’s adheres to the Fundraising Promise and Fundraising Regulator Guidelines.

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