Make a donation using Virgin Money Giving

You can simply click here to make your gift securely online

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

The Sherborne School Foundation
FREEPOST: RSBS-LCLH-BUBE
Sherborne School
Abbey Road
SHERBORNE
DT9 3AP

 

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% 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.

Alternatively, please telephone the Foundation on 01935 810554 to make a donation by credit card.

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.

Giving Stocks, Shares and Securities - The most tax-efficient method of supporting

The Budget in March 2000 saw a revolution in how individuals and companies can donate to charity which, for the first time, saw real benefits accruing to the donor as well as the beneficiary of the gift.  This page explains both the tax advantages and the method of donating gifts of shares to the Foundation. 

Gifts of Shares

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.

Working Example

A cash gift of £50,000

DonorFoundation
Cash Gift£50,000£50,000
Gift Aid£14,103
Higher rate tax reclaim(£12,500)
Cost/Benefit£37,500£64,103

A gift of quoted shares worth £50,000

Donor
Gift of shares£50,000£50,000
Income tax relief (40%)(£20,000)
CGT avoided (18% of gain)(£7,200)
Cost/benefit£22,800£50,000

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 totake please consult the Foundation office.

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.

Below is a list of companies who we understand will match the charitable gifts of their employees. This list is by no means definitive, please do let us know if you find any omissions or errors. 

3i

Abbey

Alliance Capital

American Express

Anglian Water

Argos

ARM Holdings

Asda

AT Kearney

Bank of America

Bank of England

Bank of Tokyo-Mitsubishi

Bankers Trust

Barclays Group

BG Group

Boeing Commercial Airplanes

Boston Consulting Group

BP

Bristol-Myers Squibb

BT

Camelot

Capgemini

Capital International Research

Centrica

Chase Manhattan Foundation

Citigroup

Credit Suisse

De La Rue

Deloitte

Deutsche Bank

DHL

Diageo

Eli Lily

EMI

Energis

Ericsson Telecom

EY

Exxon Mobil

Fidelity Investments

First Group

GlaxoSmithKline Plc

Goldman Sachs

HSBC

IBM

IDEO

Industrial Bank of Japan

Invensys

J P Morgan

Johnson & Johnson

Jupiter Fund Management plc

KPMG

Lloyds TSB

Marks & Spencer

Marsh

McKinsey & Co

Microsoft

Mitsubishi Chemical Corporation

Mitsubishi Research Institute

Morgan Stanley

National Power

NCR Corporation

Pearson

Philips

PPG Industries Foundation

PwC

Procter & Gamble

Reuters

Rolls Royce

RBS

Royal SunAlliance

Schroders plc

Shell

Siemens Medical

Sigma Securities

Stagecoach Group

Standard & Poor's

Sun Life of Canada

Tesco

Thames Water

UBS

United Airlines

Vodafone

Warner Music Group

Yorkshire Water

Changes announced in the 2002 Budget extend the generous tax advantages available to the donors of shares to charities to donors who wish to donate land. This means that donors can claim the current value of the land against their highest rate of marginal Income Tax as well as being free of any Capital Gains Tax on the property.

For a more detailed explanation of the system, see our page regarding Giving Stocks and Shares.

Giving from Europe

If you live in Europe and would like to make a gift to the Sherborne Foundation, Transnational Giving Europe (TGE) offers you the opportunity to do so tax-efficiently in your own country.  Please see below for more details or call the Foundation office on +44 9135 810554.

Transnational Giving Europe

Transnational Giving Europe (TGE) is a partnership of leading European foundations and associations that facilitates tax-efficient cross-border giving within Europe. The TGE network enables donors, both corporations and individuals, resident in one of the participating countries, to financially support non-profit organisations in other member countries, while benefiting directly from the tax advantages provided for in the legislation of their country of residence.

TGE is currently operational for donations from and to Belgium, Bulgaria, France, Germany, Hungary, Ireland, Italy, Luxembourg, the Netherlands, Poland, Romania, Slovakia, Switzerland and the United Kingdom.

With TGE, cross-border donation receive all applicable tax benefits in the country where you pay tax. Partner foundations’ combined expertise in domestic tax laws secures the most effective tax treatment for your gift in both your own country and the recipient’s.

TGE carries out all administration relating to the tax deductibility of gifts. Depending on the country’s tax laws, TGE partners will fill in all relevant tax forms and deliver, whenever applicable, fiscal receipts testifying to the contribution made.

A 5% fee is taken on the donated amount for gifts up to 50.000€. For higher gifts, 1% of the amount in excess of the 50.000€ is charged. The maximum fee is 6500€. These fees will help the TGE network find new partners to increase tax effective giving in all member states of the EU.

To make or receive (a) transnational gift(s) to the Sherborne Foundation, please contact the Sherborne Foundation on +44 1935 810554 or your national foundation (details below). The donated amount shall be paid into the national foundation’s account only after approval of the gift by both partner foundations involved.

Contact Details of the TGE partners

CAF – Charities Aid Foundation
Kings Hill, West Malling
Kent ME19 4TA, United Kingdom
T: +44-3000 123 332
E: tge@remove-this.cafonline.org

Fondation de France
40 Avenue Hoche
75008 Paris, France
T: +33-1-44 21 87 60
E: tge@remove-this.fdf.org

King Baudouin Foundation
rue Brederodestraat 21
1000 Brussels, Belgium
T: +32-2-549 02 31
E: tge@remove-this.kbs-frb.be

Oranje Fonds
Maliebaan 18
3581 CP Utrecht, The Netherlands
T:  +31-30-656 45 24
E: tge@remove-this.oranjefonds.nl

Maecenata International e.v.
c/o Maecenata Management GmbH
Herzogstrasse 60
D- 80803 München, Germany
T: +49-89-28 44 52
E: tge@remove-this.maecenata.eu

Foundation for Poland
ul. Narbutta 20/33
02-541 Warsaw
Poland
T: +48-22-54 25 880
E: tge@remove-this.fdp.org.pl

Community Foundation for Ireland
32 Lower O'Connell St,
Dublin 1 - Ireland
T: +353-1-874 7354
E: tge@remove-this.foundation.ie

Swiss Philanthropy Foundation
c/o BMG Avocats 8C av de Champel
CP 385-1211 Genève 12 - Switzerland
T: + 41-22-732.55.54
E: tge@remove-this.swissphilanthropy.ch

Carpathian Foundation International
(covers Hungary, Slovakia and Romania) 65, Vitosha blvd.,
Módusz Irodaház | Könyves Kálmán krt. 76.
1087 Budapest - Hungary
T: +36-1-313 0451
E: tge@remove-this.cfoundation.eu

Bulgarian Charities Aid foundation
2nd fl
1000 Sofia
Bulgaria
T: +359-2-981 19 01
E: tge@remove-this.bcaf.org

Associazione Vita Giving Europe Onlus
via Marco D'Agrate, 43
20139 Milan, Italy
T: +39–02–552298333
E: tge@remove-this.vitagiving.org

Fondation de Luxembourg
59, Boulevard Royal B.P. 281
L-2012 Luxembourg - Luxembourg
T: +352–274 748 1
E: tge@remove-this.fdlux.lu

  • TGE partners can also be contacted for donations from and to other countries in or outside Europe
  • More information on cross-border giving opportunities in Europe on www.transnationalgiving.eu
  • The TGE network would like to welcome new partners in the European countries yet not covered

Giving from USA

The American Friends of Sherborne Inc (AFS), is a grant-making organization in the USA that supports education in the UK and has supported Sherborne School and Sherborne School for Girls in the past.  It has expressed an interest in supporting a number of innovative projects from the Schools in the coming year.

Since 2011, Sherborne has benefitted from the wonderful support of the American Friends of Sherborne Inc. towards the School's Foundation Fellows.  Please click here to read further information about how the Fellows have impacted on the daily lives of Sherborne's boys. Thank you for your gifts.

Sherborne School is also enormously grateful to the American Friends of Sherborne Inc. for their support of a politics trip to the USA in 2008.