Jewish Care

Donating your shares to Jewish Care is one of the most tax-effective ways you can give, as you won't have to pay any capital gains tax on the shares you donate and you can claim income tax relief too.

12 million people in the UK own shares, with a combined value of £200 billion. If only a tiny fraction of these were donated to charity, imagine what a difference it could make.

Should I donate my shares or sell them and donate the proceeds?
If you decide to sell the shares and donate the proceeds, Jewish Care can claim Gift Aid (an extra 28p for every £1 donated) on your donation. However, if you decide to donate your shares, you can claim personal tax relief on the value of the shares.

What shares attract income tax relief?
Qualifying shares are broadly those that are publicly quoted. Their value is, therefore, readily known. This means that most shares are eligible.

Can I donate my unlisted shares?
Yes, unlisted shares are those that are not publicly traded on the open market, for example, shares in privately owned companies.  Income tax relief is not available on gifts of non-qualifying shares, although any capital gain on the shares may be exempt from capital gains tax.

I have lost my share certificate – can I still donate them to Jewish Care?
You will need to get a replacement certificate before donating your shares. The company’s registrars will be able to help you do this. You will find their details on dividend vouchers or other information relating to your shares. Similarly, if a sole or joint shareholder has died you will need to contact the company’s registrar who will be able to advise you on the correct form of action before donating your shares.

What will Jewish Care do with my shares?
Jewish Care will sell the donated shares and use the proceeds to fund our services for vulnerable people in our community. We do, however, always respect our donors’ wishes and are happy to discuss this further.

We cannot accept responsibility for share certificates sent in the post, but your shares will still be registered in your name until the transfer is completed.

For further information on donating shares to Jewish Care, please call 020 8922 2827 or email us.

Please note that although we are happy to answer any queries you may have about the procedures of making a transfer, Jewish Care is not registered to give financial advice.

You will find explanations and examples of the tax implications on the HM Revenue & Customs website. If you would like advice on your own situation, please consult a financial advisor.