Donations under Gift Aid

• If you are a UK taxpayer, you can declare that your donations should be treated as Gift Aid donations. Doing so maximises your gift because we can reclaim 25p for every £1 you donate at no further cost to you.

Higher and Additional Rate Tax

• If you pay Income Tax at the higher rate (40%) or additional rate (45%) and want to receive the additional tax relief due to you, you must include all you Gift Aid donations on your Self-Assessment tax return or ask HM Revenue and Customs to adjust your tax code. If you pay less Income Tax and/or Capital Gains Tax than the amount of Gift Aid claimed on all your donations in that tax year it is your responsibility to pay the difference.
• Find out more about tax relief over charitable donations here.

Give As You Earn (GAYE)

Payroll Giving

• UK taxpayers may be able to give to charities (such as Univ) directly from their payroll under a Give As You Earn (GAYE) scheme. Some employers also operate a generous GAYE topping-up scheme, similar to matching gifts, increasing the value of your monthly gift by an agreed percentage.
• Please contact a member of your HR department directly to find out more about GAYE. Please note that the College is unable to reclaim any tax from the Government on the GAYE donation(s) made.
• When completing the form, please ensure you quote the full name of your preferred charity: “University College, Oxford”. Further details are available from CAF.
  E: enquiries@cafonline.org T: +44 3000 123 000.

Matched Giving

• Many companies now match donations made to charity by their employees, either pound for pound or, in some cases, even a double-match.
• Matching gifts usually require a simple form from your Human Resources department that you send to us for confirmation. If your employer is not included in the list of Matching Gift Companies PDF, please contact your HR department to find out whether they participate.

Gifts of Shares

Giving via shares is one of the most tax efficient ways to make a charitable gift. Find out more in our Donating Shares to Univ PDF.

Alternatively, you can download and print this donation form and return it to us at: The Development Office, University College, High Street, Oxford OX1 4BH, UK.

Legacies and reducing inheritance tax

Gifts to the college are exempt from Inheritance Tax (IHT) in the UK, and the government provides a further incentive when you leave 10 per cent or more of your net estate to charity.

As a US taxpayer, it is possible to make a tax-efficient gift to Univ either via American Friends of University College, Oxford (AFUCO) or via Americans For Oxford (AFO).

AFUCO

AFUCO is a 501(c)(3) tax-exempt organisation. To make a gift to the American Friends of University College Oxford, Inc., please visit their website afuco.org. Alternatively, you can download and print the donation form here.

Old Members and friends of the College in the US who wish to leave a gift in their will may do so through the College directly, or through AFUCO, in consultation with their solicitors. Please see the AFUCO legacies bequest guide for further details. The IRS recognises that colleges have bona fide charitable status.

AFO

• It is also possible to make a tax-efficient gift to Univ, online, via Americans for Oxford (AFO), a 501(c)(3) tax-exempt organization.
• Please select University College in the “I would like my gift to be used for:” drop-down box, and 100% of your donation will make its way to Univ.

Australia

Giving tax-efficiently from Australia is possible when making a gift to Univ via the Australian National University (ANU). Both single and regular gifts via ANU can be made online. When visiting engage.anu.edu.au to make your gift, please select “Oxford Australia University College Old Members” in the designation drop down.

More information on the Oxford Australia Scholarships Fund can be found at anu.edu.au

Canada

Canadian taxpayers are able to make both single and regular gifts online via the central University of Oxford website, selecting from four different areas at Univ: Undesignated, Student Support, Buildings and Tutorial Fund.

When visiting development.ox.ac.uk/donate, please type “University College” in the “Enter a fund name…” search box, which will display the four different areas of Univ you can support. When making your donation, please tick the “I am a Canadian tax-payer and I would like to receive a Canadian Tax Receipt” box.

Europe

If you are a European resident, you may be able to maximise your gift through Transnational Giving Europe (TGE) via the University of Oxford.

TGE is a collaborative giving scheme offered by a partnership of European foundations. It enables donors (both corporations and individuals) resident in one of the participating countries to offer financial support to non-profit organisations in other member countries. Beneficiaries benefit directly from the tax advantages provided for in the legislation of their country of residence.

For more information on giving to Univ via the University of Oxford, please visit the website here.

Germany

The University of Oxford also offers German residents the option of tax-efficient giving via the German Friends of Oxford University. This is a registered charity and is authorised to issue donation receipts to German donors, entitling them to offset charitable gifts from their taxable income in Germany. Please contact the Development Office for more information about making a gift – E: development@univ.ox.ac.uk

Hong Kong

Hong Kong taxpayers can now give tax-efficiently to Univ through the University of Oxford China Office. The University of Oxford China Office is set up as a charity in Hong Kong under Section 88 of the Inland Revenue Ordinance. Please visit the China Office website to give tax-efficiently via post or wire transfer.

Gifts of HK$100 or above may be claimed for tax deduction purposes and the China Office will issue you with a tax receipt.

Switzerland

The University of Oxford offers Swiss residents the option of tax efficient giving via The Swiss Friends of Oxford University. Please follow the following this link to make your gift, selecting the option “College” on the Gift information page and choosing “University College” in the drop-down list of colleges