Donate your shares
Why should I donate shares to Heart Research UK?
Donating your shares to support our work is a simple way to help us take on heart diseases. It’s also one of the most tax-effective ways to 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 (45%) taxpayer you will be able to claim income tax relief equal to 45% of the value of the gift.
To qualify for 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
- holdings in certain foreign collective investment schemes
How do I donate shares?
You can donate your shares to ShareGift and mention Heart Research UK as your chosen charity. ShareGift is a charity specialising in accepting donations of shares and related cash entitlements.
Contact them on 020 7930 3737 or through the ShareGift website
ShareGift will accept nil value shares, as long as they are transferrable.
If you’re unsure of your tax situation and would like more information, please contact the HM Revenue & Customs helpline on 0845 900 0444 or visit the HMRC website
We’d like to take this opportunity to say a huge thank you to anyone who has donated their shares to our charity, it’s a huge honour for us to receive these donations and we are incredibly grateful. We’d also like to extend our thanks and gratitude to the team at ShareGift for their support of our work.
