Maximise your giving through shares

Looking for a meaningful way to give? Your shares can make a real difference.

Donating stocks, mutual funds, or other securities is a powerful and tax-efficient way to support the causes close to your heart. Instead of holding on to assets, you can choose to see the lifechanging impact they can have - helping young people with learning difficulties grow in confidence and independence.

Make a difference today and see the impact of your generosity in action.

Why Donate Shares?

  • Tax Benefits: In the UK, donating shares to a registered charity (like Learn and Thrive) is exempt from Capital Gains Tax (CGT), and you can also claim Income Tax relief on the value of the donation. See more information below.

  • Increased Impact: Learn and Thrive receives the full value of the shares without any deductions, maximizing the benefit of your donation. Donating shares is direct, so we lose no money on transfer fees through donation platforms.

  • Efficient Giving: Transferring shares is often a straightforward process and can be more beneficial than selling shares and donating cash. Learn more about alternative ways to donate shares below.

How to Donate Shares

We are eligible to receive shares as a registered charity. Here’s how you can donate your shares.

  1. Select the Shares: Choose stocks, mutual funds, or other securities you wish to donate, ideally those that have increased in value to maximize tax efficiency. Shares listed on the London Stock Exchange, Alternative Investment Market (AIM), or overseas stock exchanges are eligible.

  2. Contact the Charity: You can simply email us on contact@learnandthrive.org.uk so that we can provide you with further guidance through this process.

  3. Initiate the Transfer: Work with your broker or investment platform to transfer the shares directly to the charity, alternatively you can donate the value of the shares. We can give you these details in our correspondence.

  4. Receive a Tax Receipt: Once the transfer is complete, the charity will issue a receipt for the market value of the shares at the time of donation.

We’re here to support you

If you have questions or need help with the donation process, please contact us at via email on contact@learnandthrive.org.uk. Our team is happy to assist you in making a personalised, meaningful, and tax-efficient contribution.

Thank you for considering a share donation to support our mission here at Learn and Thrive!

UK Tax Considerations

- Donating shares directly to a registered charity in the UK exempts you from paying Capital Gains Tax (CGT).
- You can claim Income Tax relief by deducting the market value of the shares from your taxable income on your Self Assessment tax return.
- Gifts of shares to a charity are not counted towards your estate, helping to reduce potential Inheritance Tax (IHT) liability.
- Consult with a tax advisor to understand the specific benefits and requirements for your situation.

Alternative Ways to Donate Investments

Gifting shares in a will: Leave a legacy by including share donations in your estate planning.
Donor-Advised Funds (DAFs): Contribute shares to a donor-advised fund, which allows for flexible giving over time.
Employer Stock Donations: If you hold company stock options, some employers facilitate direct charitable contributions.