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Shares, Securities & Other Properties
Gifts of shares or securities or other property is a very tax effective way of benefiting the Bury Grammar Schools. Since the reforms to charitable giving regulations in April 2000, the tax advantages of giving stocks or shares have increased significantly: relief will be given to the donor for the full value of the shares or securities in addition to any existing capital gains tax relief.
Gift of shares | Income tax Relief for higher rate tax payers (40%) | Gift of shares when acquired | Total Cost to you |
£10,000 | £4,000 | £8,000 | £4,000 |
£20,000 | £8,000 | £16,000 | £8,000 |
If this method of giving is attractive to you, please contact the Development Officer, Francine Healey, on 0161 764 1733.
We strongly advise donors to seek independent financial advice when donating shares to ensure maximum tax benefits.
