Sample Newsletter Wording

Below is some sample wording that Charities could utilise in their Newsletters.

I would like to draw your attention to an initiative which can benefit ABC Charity.  It is ShareGift Australia. ShareGift Australia can assist us at ABC Charity as it is an independent non-profit charity that allows shareholders to sell shares on-market free of brokerage costs, and donate 100% of the cash proceeds to Australian Charities.

In order to execute a sale, you won’t have to use a stockbroker, there are no brokerage fees and you can request that ABC Charity benefit from ShareGifts distributions.

You can sell any amount of shares in any ASX-listed company through ShareGift. The table below illustrates the advantages of converting $200 of shares to charitable donations through ShareGift Australia versus selling them conventionally and then donating the funds:

 

  No Donation  Donation without
ShareGift Australia 		 Donation through
ShareGift Australia 
Value of Shares $200 $200  $200
Brokerage Fee $30-$125 $30-$125 $0
Tax Refund*
(assuming highest
marginal tax rate, plus Medicare levy) 		$0 $35-$79 $93
Personal Benefit to you $75-$170 $35-$79 $93
Benefit to Charity $0 $75-$170 $200
* Donations over $2 are tax deductible

WHAT IS THE PROCESS?

  1. Print out and complete the ShareGift donation form which can be obtained either from our website or www.sharegiftaustralia.org.au
  2. Post the form to ShareGift Australia, Level 15, 101 Collins Street, MELBOURNE VIC 3000.
  3. ShareGift will arrange for the shares to be sold through one of their participating brokers free of brokerage. 
  4. You will receive a separate letter from ShareGift Australia with details of the share sale, which you can keep as a receipt for tax purposes.