Giving that works for you

Tax-efficient giving

Gifts from UK taxpayers are eligible for Gift Aid, enabling us to reclaim an additional 25p for each £1 that you give. In addition, if you are a higher rate tax payer you can reduce the real cost of your gift through reclaiming the balance between standard and higher rates of tax.

Regular gifts can be made by monthly, quarterly or annually, either online via our secure donation page or by completing and returning this Gift Form. One-off gifts can also be made online or by cheque or credit/debit card.

Your gift to Heriot's

Total value of your gift to Heriot's

Actual cost of your gift for 40/45% taxpayers

£100 £125 £75/£68.75
£500 £625 £375/£343.75
£1,000 £1,250 £750/£687.50
£5,000 £6,250 £3,750/£3437.50

Gifts of Shares and Securities

For many UK taxpayers, giving shares to a charity is the most tax-effective way of making a gift.

When making a gift of shares listed on any recognised stock market in the UK or overseas, the donor will not only avoid any Capital Gains Tax liability but can also offset the full value of the shares against their Income Tax liability. The same principles can be applied to gifts of land, buildings and certain other assets such as an Authorised Unit Trust (AUT) and Open-Ended Investment Company (OEIC).

If you are interested in making a gift of shares, please contact Eleanor Porter, Head of Fundraising. Given that individual circumstances vary considerably from person to person, we recommend that in addition to talking to us you also seek the guidance of your accountant or financial advisor.