Donating Shares

This can be one of the most tax effective ways to give money to the Trust as gift of shares are free from Capital Gains Tax and you may be able to claim Income tax/Corporation tax relief on the value of the donated shares.

If you would like to donate some shares to the Trust, you can do so by following the simple steps below:

1. Obtain a stock transfer form – you can get this from the Registrar who acts for the company in which you have shares. Your share certificate should have the name of the Registrar along the bottom.

2. Fill in & sign the stock transfer form – make the transfer to the Trust using the following details:

St Katharine & Shadwell Trust
P O Box 1779
London
E1W 2BY

3. Send the completed form – send the form AND the share certificate to Jenny Dawes (Director) to the above address.

Please keep a copy of the stock transfer form for your own record as evidence of your gift.

For more information on donating shares and the tax relief’s available you can visit the Inland Revenue website.

Donating land or property

If you are interested in donating land or property, please call us on 0207 782 6962 to discuss this further or send us an email.