You decide if you want to donate a percentage of your annual portfolio gain to your chosen charity when opening your account. If you make no gain you make no donation.
Greenfinch will match the same percentage from our fee. If there is no gain and therefore no donation from you, we will still donate the percentage you have defined of our fee.
You choose which charity receives a donation.
A clear and convenient donation process.
The shared commitment with us leads to higher overall donations.
You may be able to claim tax relief on your charitable giving.
You can readily change your charity of choice, the percentage you give or opt out completely at any time simply by advising us.
Gift Aid registered charities can benefit from an increased tax efficient donation so long as you are happy for us to provide the charity with your details.
We will provide you with a letter each year to outline clearly; the calculation, the payment and confirmation of the donation and with your prior approval, your chosen charity will receive confirmation of; your name, address and appropriate details in relation to potential HMRC Gift Aid reclaim, so the charity can increase your donation by 25%.
| Portfolio value 1st January | £ 100,000 |
| Net Portfolio Value 31st December | £ 105,000 |
| Annual Gain (Net) | £ 5,000 (5.0%)* |
“You Give, We Give” 10% of gain: |
|
| Charitable donation | £ 500** |
| Retained Portfolio Value | £ 104,500 |
Greenfinch will send an additional 10% of our total fees to Mrs. Johnson’s chosen charity. |
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*Illustration only – past performance is not a guide to future returns..
**Higher rate taxpayers may be eligible to reclaim tax against this.
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