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Case study - Donor A
Donor A has some shares in his portfolio that he would like Bulldog to purchase off him in order to give a substantial sum to charity.

Donor A purchased the shares 10 years ago at a total value of £50,000.

The shares are now worth £375,000 and selling would incur CGT of £58,500 (18% of the £325,000 increase in value). Instead Bulldog were able to buy the shares from Donor A at book value and allocate the £325,000 profit into Donor A’s Donor Fund.

Donor A now has an annual sum of £19,500 (6%) to distribute to charities of his choice from The Bulldog Trust.

Donor A receives income tax relief of £58,500 upon the donation (18% of £325,000) as well as the proceeds of the share sale from Bulldog, £50,000 – a total of £108,500 returned to Donor A.