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Make a difference with your shares...donate now

How do I donate shares?

STEP 1 Complete our share sale donation form

You or your client completes a Share Sale Donation Form  which authorises ShareGift Australia to facilitate the sale of shares (for instructions to completing the share sale donation form, click here). 

  • Final tax receipts for shares donated by COB Tue 26 June 2018 are currently being issued*. 
    • *Please note the following instances in which the shareholder will receive a FY19 tax receipt as the trade proceeds will settle until after 30 June 2018:
      • where an Issuer sponsored holding was received after Tue 26 June 2018 (assuming details provided were current and correct), or
      • where a CHESS sponsored holding was submitted after Wed 6 June 2018 (assuming details provided were current and correct), or
      • the share sale donation form was incomplete or some details were incorrect, and updated information was not received from the shareholder within the above time frames.
    • If you do not receive your 2018 receipt by Fri 6 July 2018, please contact our Shareholder & Corporate Services team at info@sharegiftaustralia.org.au.

  • Shares must be held in actively trading ASX listed securities

  • We do not accept shareholdings:
    • valued under AUD$2
    • held in delisted or suspended companies
    • held in Self-Managed Super Funds (SMSF)
  • Shares held with a broker other than one of our Supporting Brokers will need to be 'converted' to an Issuer Sponsored holding before the share sale can be undertaken. For more information, see CHESS to Issuer sponsored FAQ.

STEP 2 Nominate a charity or leave that part to us

The shareholder may recommend an Australian charity where the share sale donation exceeds AUD$100, or you can leave that part to us.

  • any nominated charity must meet the Australian Taxation Office's (ATO) eligibility criteria of DGR (deductible gift recipient) Item 1 status. If you are unsure of your preferred charity's status, you may search via the ACNC's charity register here.
  • We undertake due diligence on all nominated charities to confirm ATO eligibility before we distribute any funds. See our Our impact page for examples to date. 
  • Donors may contribute to ShareGift Australia's operations by simply opting out of any charity nomination on your share sale donation form. Your donation will then be pooled and contribute to our charitable distributions, our operations and/ or invested for future community benefit. We are passionate about our unique service. All donations help us continue our work to provide real financial benefit for hundreds of Australian charities every year.

    100% of all donated share proceeds are used for charitable purposes.

STEP 3 We issue a tax receipt on sale of your shares

We facilitate the sale of the shares via one of our Supporting BrokersA confirmation receipt, including the details of the sale, is issued to the registered shareholder on completion of the transaction. 

  • Share sale donations over $2.00 are tax deductible for Australian shareholders.
  • There is no brokerage charge, so all proceeds are used for charitable purposes. 
  • If for any reason the shares cannot be sold, our Shareholder & Corporate Services team will notify the shareholder directly. 

STEP 4 We notify you of charities funded 

ShareGift Australia annually reviews funds for distribution to the community at 30 June. 

We contact all contributing shareholders and ASX companies each year with the release of our Annual Report, which includes a complete list of charities funded.

To determine our annual allocation, all donated share proceeds from that financial year are aggregated and are assessed by our board of directors, guided by any recommendations received from individual shareholders and supporting companies. Where a shareholder does not nominate a charity or the value of the share sale is less than AUD$100, the funds are pooled and used to increase our funding to charities, partially support our operations, or to invest for future community benefit (or a combination of all three).

For more information on how this process works, please refer to our Distribution Policy.