How to Give Shares

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How to Give Shares to the CBA

You can donate shares directly to the CBA or, having confirmed the arrangement in advance, sell the shares on the charity’s behalf and simply donate the proceeds. To donate shares to the CBA, first take advice from your financial adviser and please let us know if you are considering giving us shares.

Note: The offer of shares in companies will have to be accepted by our board of Trustees as owning shares in some companies may not be deemed “appropriate” for a charitable archaeological organisation. Please let us know if you want to donate shares and we can discuss any implications with you in advance.

Alternative methods of giving shares:

  • Open a Charity Account with The Charities Aid Foundation (CAF) – CAF offer account holders various services, and can assist potential donors to donate shares for a fee. Further information can be found on their website.
  • Donate the Shares to Share Gift – The Share Donation Charity - ShareGift is a charity (registered charity no. 1052686) which specialises in accepting small shareholdings which are uneconomic to sell on their own. These shares are pooled and sold and the proceeds used to make donations to a wide range of UK registered charities. If you donate shares in this way you can suggest the CBA as your charity of choice to receive a donation; ShareGift uses this information to help to choose charities to receive donations. Further information can be found on their website.

For further information please contact Peter Olver, Finance Director to find out more about donating shares to the CBA today.

Donating shares and other capital assets is a potentially valuable source of fundraising. However, the jargon used in dealing with shares can often be confusing. We have put together a jargon buster (75KB) which is intended to give you a start in understanding some of the more common terms used when talking about shares, drawn from a number of reputable financial sources (listed at the end of the document). However, it is not intended to be definitive nor exhaustive.