You can sell shares and give the proceeds to Penn’s UK Foundation. The proceeds can be increased by 25% with Gift Aid.
Alternatively, you can give your shares directly to our UK Foundation, but your shares will need to be HMRC-qualifying shares.
Giving shares is highly tax-effective as donors get full UK tax relief on any capital gains tax and also can claim income tax relief on the fair market value of the shares.
To get started, contact your broker to initiate the transfer and then, download our UK Foundation Securities Transfer Form. and either fax, mail, or email a copy to:
2929 Walnut Street, Suite 300
Philadelphia, PA 19104-5099
Telephone: (215) 898-7254
Fax: (215) 573-5118
*Please note, the importance of including your name and contact information so that we are able to match the stock transfer to your gift intention.