Make a Gift of Shares

Have a Share in Clatterbridge

Making a gift of shares is an easy and very tax-efficient way to support The Clatterbridge Cancer Charity.

A gift of shares can make a significant difference to your tax bill. Giving Shares can actually cost you less than giving cash!

You can claim income tax relief on the value of most shares, equal to the market value of the shares on the day you make the gift, together with any associated costs such as broker's fees.

For example, if you donate £1,000 worth of shares, you'll pay £500 less in income tax that year if your top rate of tax is 50%, £400 less if your top rate is 40% and £200 less if you pay the basic rate.

Additionally, you will not have to pay capital gains tax on any increase in the value of the shares since you acquired them.

Making your gift

To transfer the shares in paper form (certificates), the process is as follows:

1) You obtain a stock transfer form from the Registrar.

2) Fill out and sign the form. (You can see a sample transfer form here)

3) Return the completed form to the Registrar of Shares with original Share Certificate.

4) The Charity will receive a new Share Certificate in their name.

If your stocks are held electronically, in either a Corporate Nominee Account (administered by the Registrar) or a Stockbrokers Nominee Account (administered by a Stockbroker), you will have to contact the Nominee in order to check their precise requirements for transferring the shares.

For more information please contact the Charity Team on 0151 556 5566
Email - fundraising@clatterbridgecc.org.uk

Smaller shares

If you hold shares in small quantities, where the cost of selling them would be more than they are worth, then ShareGift, the charity share donation scheme, can help.

Find out more at www.sharegift.org or telephone them on 020 7930 3737. Please remember to mention The Clatterbridge Cancer Charity when making your donation.