Make a Gift

To make a donation to the Foundation please call 01935 810556.

Alternatively, you may wish to send us a cheque made payable to 'Sherborne School Foundation' using our Freepost address (no stamp required):

Gift Aid

By informing us that you wish us to reclaim tax via Gift Aid, the Foundation is able to make your donation worth more (as long as you are a UK taxpayer). Moreover, if you are a higher-rate taxpayer, you are able to claim tax back yourself.

A single Gift Aid declaration can apply to all past donations you have made (since April 2000) and to all future donations you make. 

On top of this, individuals paying tax at the 40 per cent rate can reclaim as much as £25 for themselves from the taxman for every £100 donated, by including details of their Gift Aid donations on their Self Assessment form.

Give by text

You can now make donations to the Foundation quickly and easily by sending a text from your mobile phone including the code SSAF90 and the amount you would like to give.

For example, if you wish to make a gift of £10, simply text the message:

SSAF90 £10

To the number:

70070

We will receive the donation via JustTextGiving.  Your network will not charge you for sending this message.

Gifts of Shares

Donating your shares to support our work is a simple way to give to Sherborne. It's also one of the most tax-effective ways of giving.

• You won't have to pay any capital gains tax on the shares you donate and you can claim income tax relief too.
• If you are a higher rate (40%) taxpayer you will be able to claim income tax relief equal to 40% of the value of the gift.
• If you are a highest rate (45%) taxpayer you will be able to claim income tax relief equal to 45% of the value of the gift.

In order to qualify for the tax relief, the shares or securities must be:

• listed or dealt on a recognised UK or foreign stock exchange
• units in authorised unit trusts
• shares in a UK open-ended investment company
• holdings in certain foreign collective investment schemes.

Tax relief applies to gifts of quoted shares and certain other qualifying investments by individuals and companies, whether resident or non-resident in the UK, when calculating their income or profits for tax purposes. This is in addition to the existing relief from Capital Gains Tax. The amount the donor can deduct is: the market value of the shares or securities at the date of disposal, plus any incidental costs of disposing of the shares. Donors can therefore claim relief at their top rate of tax on their Self Assessment or Corporation Tax return.

What are qualifying shares and securities?

Those listed or dealt in on a recognized stock exchange, whether in the UK or elsewhere, including shares traded on the Alternative Investment Market; units in an authorised unit trust; shares in a UK open-ended investment company; and holdings in certain foreign collective investment schemes (offshore funds).

How to donate a qualifying investment to the Foundation

• If you decide to donate stock to the Sherborne School Foundation (‘Foundation’) the first action is to move the stock from your name into the Foundation’s custodial account.
• Most of the work will be done by the Foundation Office, but there are certain actions that only you can take.
• Where the stock is held in certificate form you will be sent a stock transfer form to sign and return to the Foundation Office, together with the certificate(s)
• Where the stock is dematerialised (i.e. held in CREST, CGO or as an uncertificated holding in a Unit Trust) you should contact the Foundation Office and give details of the stock to be transferred, and the name of your broker/investment manager together with a contact name. In the case of a Unit Trust you should provide the account number of the holding
• For stock held in CREST or CGO you should authorise your broker/investment manager to accept instructions from the Foundation's investment managers to transfer the stock to their nominee
• For an uncertified Unit Trust you should ask the Unit Trust manager to prepare a stock transfer form for you to complete and return to the Foundation

If you are in any doubt about the actions you need to take please consult the Foundation Office.

Payroll giving

Your company may offer payroll giving.  Payroll giving means that your donation is deducted from your salary before tax, so each £1.00 you give will only cost you 78p, or 60p if you are a higher rate taxpayer.  Your Payroll or HR department will be able to provide you with details if they run this scheme.

Matched giving

Many companies will help charities through a matched giving scheme.  Some will match pound for pound, and others will even double match donations made to registered charities by its employees.  If you are making a gift to the Foundation, please check with your Payroll or HR department whether your company operates a scheme like this as it could make your donation worth even more to us.

If you would like to become a regular donor please contact Tracey Richardson, Foundation Officer to discuss your wishes [email protected]