Tax-efficient giving

Thank you for considering making a donation to St Antony’s College.

Your gift can often be enhanced by a variety of tax breaks for charitable action, as St Antony’s College is a registered charity (number 1141293), and the University of Oxford is an exempt charity for the purpose of charity legislation. As such, our donors from Canada, Germany, Hong Kong, the United Kingdom, United States and Switzerland, can make tax-efficient donations.

Gift Aid

Gift Aid is a UK government scheme that enables St Antony’s College (a registered charity No 1141293), and the University of Oxford (an exempt charity for the purpose of charity legislation), to claim tax relief on gifts from UK taxpayers (as long as they pay enough tax).

We would encourage all eligible donors to take up this scheme to maximise their donation. For every £1 a UK taxpayer donates, 25p in reclaimed tax is added. This means that a £100 gift with Gift Aid is worth £125 to the College (and the University).

Please note that we will share relevant and necessary data with HM Revenue and Customs to enable us to reclaim the Gift Aid on your donation.

Gift Aid Calculator

Proposed Donation: £ Basic Tax Rate (%)

Full Value with Gift Aid: £

But if you pay a higher tax rate of 40%
then you may reclaim higher rate relief of: £

United Kingdom – Higher-rate taxpayer

Gift Aid only applies to the basic rate of tax (20%). However, if a donor pays a higher rate of income tax, either at 40% or 45%, they can reclaim the difference between the basic rate of tax and the highest rate of tax they have paid after making a charitable donation. This reclaim can either be kept by the donor or donated back to a charity of their choice. The donor can reclaim the tax on their self-assessment tax return. The standard tax return form is called the SA100 and is available online or as a paper version.

United Kingdom – Legacies and reducing inheritance tax

Legacy gifts to charity 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.

Payroll and corporate giving, stocks and shares

Information about Payroll and corporate giving, stocks and shares can be found on the University’s giving pages.

United States – Americans for Oxford

If you are a resident of the USA, you can give to Oxford and its colleges via Americans for Oxford, Inc. This is the University’s primary charitable organisation in North America, and has been determined by the United States Internal Revenue Service to be a tax-exempt public charity with 501(c)(3) status.

United States – Planned Giving

Oxford Planned Giving is a scheme available to US residents. Planned gifts benefit the University of Oxford while helping you to save taxes, increase your income and pass more on to your heirs. US donors wishing to give shares should contact Americans for Oxford.

Canada

The University of Oxford is recognised by the Canadian Revenue Agency as a prescribed institution under Section 3503 of the Canadian Income Tax Regulations. On receipt of your donation, we will ensure that you are sent a receipt for Canadian tax purposes. Canadian donors can make their gift to St Antony’s through the University’s giving pages.

Hong Kong

The University of Oxford China Office Limited is a registered charity under Section 88 of the Inland Revenue Ordinance. The China Office is able to issue gift receipts for Hong Kong tax purposes.

Germany

Residents of Germany can also make tax-efficient donations via the German Friends of Oxford University without incurring any fees.

The German Friends of Oxford University is a registered charity run by Dr Jan Willisch. It is authorised to issue donation receipts to German donors, entitling them to offset charitable gifts from their taxable income in Germany. Legacies are treated in the same way as lifetime donations for the purposes of inheritance and gift tax in Germany, so you can also talk to Dr Willisch about leaving a gift in your will.

Contact: Dr Jan Willisch, Bayernallee 48. D-14052 Berlin
Email: germtax@gmail.com
Tel +49 (0)30 755 424 00

Switzerland

Swiss Friends of Oxford University (SFOU) was founded in 2017 to make it easier and more tax-efficient for Swiss-resident taxpayers to donate to the University and its colleges and departments. Set up as an association (Verein) under Swiss law, SFOU has a tax rulings from the canton of Zug recognising its tax-exempt status. This means that under the rules of the Association, donations from Swiss residents are tax deductible, and legacies are exempt from any applicable cantonal gifts tax, provided that they support:

planned by the University, its departments, and its colleges. The Association is not permitted to accept any donations if they are not for these purposes.

The rest of Europe

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

This 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.