Ways to make a gift
There are many ways to make a gift, simply click on the tabs below and see what suits you! If you require any assistance get in touch using the contact details at the bottom of this page.
Making a Regular Gift
You may show your ongoing support for Aber by making a regular donation to us using Direct Debit (UK donors only). Regular donations allow us to plan ahead, to be proactive rather than reactive, and are crucial to our ability to show other funding bodies that we have the long-term backing of our constituency.
You can make a regular donation either by filling in our Direct Debit form which is available to download here (Donation Form) or you can call us on 01970 621568 with your bank details to hand and we can take your instructions over the phone.
In either event, you will receive a written confirmation of your intentions from us, along with the Direct Debit Guarantee, and you will still be able to cancel the arrangement before any donation is taken from your account if all is not laid out as you intended.
Making a Single Gift
There are a number of ways in which you can make a single gift to Aber. If in any doubt, please do not hesitate to contact the Development Office on 01970 62 1568.
For all donations, we recommend you download and print off our Donation Form to ensure that your wishes are clearly understood and that we are able to maximise the value of your donation using the Gift Aid scheme.
Please make your cheque payable to Aberystwyth University Development Fund and send it to us at the address below.
Please send your completed Charities Aid Foundation or Give-As-You-Earn cheque/voucher, made out to Aberystwyth University Development Fund, to the Development & Alumni Relations Office, Cledwyn Building, Penglais Campus, Aberystwyth University, Aberystwyth, SY23 3DD
You may donate to us online by credit or debit card. Just click on the button to be taken to our secure facility.
Donate Using Paypal
You may either complete the credit card details on the Donation Form and return it to us, telephone us on 01970 62 1568 and give us your card details, or click on the button above to go to one of our secure online donation facilities.
Within the UK, you may make your gift via the BACS system by transferring funds to:
Account: Aberystwyth University Development Fund
Account Number: 01464836
International donors may make their gift via the SWIFT system using the following details:
International Bank Account Number (IBAN): GB39 LOYD 3091 6301 4648 36
SWIFT Bank Identification Code (BIC): LOYDGB21143
Bank address: Lloyds TSB, 1 Queen St, Cardiff CF10 2AF
For both BACS and SWIFT payments, please reference your payments as “AberFund” and include your full name.
Stocks and Shares
Donating Stocks, Shares and Securities
The most tax-efficient method of supporting
Since 2000 there has been a revolution in how individuals and companies can donate to charity which, for the first time, has seen real benefits accruing to the donor as well as the beneficiary of the gift. This page explains both the tax advantages and the method of donating gifts of shares to Aber.
Gifts of Shares
Tax relief applies to gifts of quoted shares and certain other qualifying investments by individuals and companies, whether resident or non-resident in the UK, when calculating their income or profits for tax purposes. This is in addition to the existing relief from Capital Gains Tax.
The amount the donor can deduct is:
- The market value of the shares or securities at the date of disposal; plus
- Any incidental costs of disposing of the shares.
Donors can therefore claim relief at their top rate of tax on their Self Assessment or Corporation Tax return.
|Total Value of |
Gift to Aber
|Net Cost to|
|Cash Gift of £50,000||£50,000||£12,500||£62,500||£12,500||---||£37,500|
|Gift of Shares worth £50,000||£50,000||---||£50,000||£20,000||£7,200||£22,800|
This worked example presumes a taxable income of £100,000+, that the shares were originally purchased for £10,000 and that the donor’s annual CGT relief has been utilised elsewhere.
What are qualifying shares and securities?
Those listed or dealt in on a recognized stock exchange, whether in the UK or elsewhere, including shares traded on the Alternative Investment Market; units in an authorised unit trust; shares in a UK open-ended investment company; and holdings in certain foreign collective investment schemes (offshore funds).
How to donate a qualifying investment to Aber
If you decide to donate stock to Aberystwyth University ("Aber") the first action is to move the stock from your name into Aber's custodial account. Most of the work will be done by the Development Team, but there are certain actions that only you can take.
- Where the stock is held in certificate form you will be sent a stock transfer form to sign and return to the Aber Development Office, together with the certificates.
- Where the stock is dematerialised (i.e. held in CREST, CGO or as an uncertificated holding in a Unit Trust) you should contact the Development Office and give details of the stock to be transferred, and the name of your broker/investment manager together with a contact name. In the case of a Unit Trust you should provide the account number of the holding.
- For stock held in CREST or CGO you should authorise your broker/investment manager to accept instructions from the University's investment managers to transfer the stock to their nominee.
- For an uncertified Unit Trust you should ask the Unit Trust manager to prepare a stock transfer form for you to complete and return to the Development Office.
If you are in any doubt about the actions you need to take please consult the Aber Development Office.
Changes announced in the 2002 Budget extended the generous tax advantages available to the donors of shares to charities to donors who wish to donate land. This means that donors can claim the current value of the land against their highest rate of marginal Income Tax as well as being free of any Capital Gains Tax on the property. For a more detailed explanation of the system, see our page under Giving Stocks, Shares and Securities.
Gifts in Kind
Gifts in Kind
We welcome gifts of assets other than money, shares or property and fully appreciate that it is often a more practical option to donate such items directly rather than realise their value and then donate the proceeds.
It is the University's policy, in the absence of any instruction to the contrary, to sell any such donated goods at the earliest opportunity and to apply the resultant funds to our development projects.
Donors wishing to make conditions regarding the destination, housing or sale of such gifts should contact us in advance so that we can ensure that we can honour any such wish before accepting the gift.
Some supporters may wish to donate items of practical use within the life of the University (such as IT equipment, books, building materials or laboratory apparatus) and these are also welcome. Potential donors should again contact us prior to making any such gift to ensure that it is compatible with Aber's operational requirements.
Whatever your support, be assured that we will be extremely grateful and will reflect the full value of your support in our recognition of your gift.
Leaving a Legacy to Aber
It is not without good reason that legacies are often called "the greatest gift of all". What could be more selfless and generous than to make a gift for which one cannot be thanked upon receipt? It is for this reason that we have created the 1872 Society, a vehicle which allows us to thank those choosing to make provision for Aber in their Wills during their lifetime. For more details, click here.
After protecting the interests of family and friends, many choose to remember Aber with a legacy, reflecting their support and affection and their wish for the University to continue to flourish in the future. A legacy can help to ensure that, for generations to come, Aber is able to compete with its peer institutions on all fronts and maintain its status as one of the leading universities in the country.
Making a bequest for Aber is not a complicated matter, but we would always recommend that you seek professional legal advice before changing your Will. To help in this process, we have listed the main forms of bequest and provided suggested wording to ensure that your wishes are honoured.
Making a gift from the USA (US taxpayers)
There are two methods whereby US taxpayers can make donations to Aberystwyth University which are tax deductible to the extent allowed by law in the USA. Both paths involve making your donation to one of two US 501(c)(3) organisations to which Aber is affiliated, stating your preference that your gift should be used to provide a grant to the University.
The British Schools and Universities Foundation
Cash gifts may be made to the Foundation expressing preference for support of Aberystwyth University. Checks should be made payable to British Schools and Universities Foundation, Inc. (or BSUF) and postmarked on or before December 31st to qualify for current-year tax deduction. If you send your donation directly to the BSUF please use the BSUF Donor Transmittal Form.
In giving gifts of marketable securities donors could realize significant tax benefits. Please see Instructions for Donating Securities. To contact BSUF regarding a gift of marketable securities please send e-mail to treasurer@BSUF.org
Charitable Remainder Trusts
There are two kinds of Charitable Remainder Trusts: a Charitable Remainder Annuity Trust and a Charitable Remainder Unitrust, designating BSUF as the remainder beneficiary. Either of these trusts affords the donor an immediate charitable tax deduction in the year the trust is created. The trustee then pays the donor income during his/her lifetime or that of any other living non-charitable beneficiary the donor may designate. In the case of a Charitable Remainder Annuity, the payment is a fixed monthly sum (determined by the beneficiaries’ ages and gender, and the original principal amount of the trust). With a Charitable Remainder Unitrust, the payment will fluctuate up or down depending on investment performance. At the death of the income recipient, the trust passes on to the BSUF as charitable remainder beneficiary; donors may express a preference for an Approved Institution.
BSUF is not permitted to offer tax or legal advice. Donors who are contemplating creating a Charitable Remainder Trust must consult with a professional advisor for guidance (usually their lawyer and banker) prior to making decisions.
To contact BSUF regarding a Charitable Remainder Unitrust please send e-mail to treasurer@BSUF.org
Individual Retirement Accounts
IRAs can be made much more tax efficient by naming the BSUF as a beneficiary with an expression of preference for an Approved Institution. This relieves the Estate of (a) the Distribution and Income Taxes which are levied by most State governments; and (b) of part of the regular Estate tax. To contact BSUF regarding an IRA please send e-mail to treasurer@BSUF.org
In 2007, those over age 70.5 years may find it advantageous to have contributions made from their IRA directly to a charity without paying taxes on the amount withdrawn. The rules are complex, and individuals should consult their own professional advisors for guidance.
A provision may be made in your Will or Trust bequeathing money to the Foundation. The following wording is intended only as a provision in a full Will or Trust containing all appropriate articles. To contact BSUF regarding a bequest please send e-mail to treasurer@BSUF.org
"I bequeath the sum of ____ dollars to the British Schools and Universities Foundation, Inc., a charitable organization under Section 501(c)(3) of the US Internal Revenue Service Code, and incorporated at 575 Madison Avenue, Suits 1006, New York, NY 10022-2511. Further, I express a preference that the Foundation consider granting aid to Aberystwyth University, Wales, United Kingdom."
If you have any questions, please contact the Aber Development Office on +44 1970 62 1568 or email email@example.com
Further details about the British Schools & Universities Foundation can be found on their website
The American Fund for Charities
Donations made to the AFC will be forwarded to us following its bi-monthly Board meeting.
Making a gift
Please make your check payable to ‘The American Fund for Charities’, or include your credit card details on the form. Following your donation, the American Fund for Charities will issue you with the receipt you require for US income tax purposes. Please return the completed donation form to:
The American Fund for Charities,
c/o Chapel & York Limited,
1000 N. West St.,
Charitable Gift Fund
If you would like to donate regularly to Aberystwyth University, you may like to establish a Charitable Gift Fund in your own name with the American Fund for Charities. This requires an initial minimum donation of $1000. Afterwards, you can choose to donate whenever and whatever amount you like. Further details can be found on the AFC website.
You can download the Charitable Gift Fund application from the AFC website. Please return it to the same American Fund for Charities address as above.
If you have any questions, please contact the Aber Development Office on +44 1970 621568 or email firstname.lastname@example.org
Further details about the American Fund for Charities can be found on their website
Transnational Giving Europe (TGE)
Transnational Giving Europe (TGE)
If you are resident in a European country, you may be able to donate tax effectively to Aberystwyth University through a partner foundation of Transnational Giving Europe (TGE). Listed below are the participating countries and their national grant-making foundations. Please contact your country’s organisation for further details and help with making tax effective donations to Aber.
Further information on Transnational Giving Europe and cross-border giving in Europe can be found on the Transnational Giving Europe website.
King Baudouin Foundation
Rue Brederodestraat 21
1000 Brussels, Belgium
Phone: +32-2-549 02 31
BCAF – Bulgarian Charities Aid Foundation
65 Vitosha blvd, 2nd floor
1000 Sofia, Bulgaria
Phone: +359-2-981 19 01
Fondation de France
40 Avenue Hoche
75008 Paris, France
Phone: +33-1-44 21 87 60
Maecenata International e.v.
c/o Maecenata Management GmbH
D- 80803 München, Germany
Phone: +49-89-28 44 52
Fax: +49-89-28 37 74
CFI – Carpathian Foundation International
Modusz Irodahaz - Konyves Kalman krt. 76
1087 Budapest, Hungary
Phone: +36-1-313 0451
Community Foundation for Ireland
32 Lower O'Connell St
Dublin 1, Ireland
Phone: +353-1-874 7354
Fax: +353-1-874 7637
Vita Giving Europe Onlus
Via Marco d'Agrate 43
20139 Milano, Italy
Phone: +39-2-552 29 83 33
Fax: +39-2-568 02 461
Fondation de Luxembourg
59 Boulevard Royal BP 281
2012 Luxembourg, Luxembourg
Phone : +352-274 748 1
Fax : +352-274 748 279
3581 CP Utrecht, The Netherlands
Phone : +31-30-656 45 24
Fax : +31-30-656 22 04
Foundation for Poland
ul. Narbutta 20/33
02-541 Warsaw, Poland
Phone: +48-22-54 25 880
Fax: +48-22-54 25 890
Carpathian Foundation International
410499 Bumbacului 42
Ap 3 Oradea Bihor, Romania
Carpathian Foundation International
040 01 Košice, Slovakia
Phone: 00421 55 6221152
Swiss Philanthropy Foundation
c/o BMG Avocats 8C av de Champel
CP 385 - 1211 Genève 12, Switzerland
Phone: +41-22-321 77 37
Charities Aid Foundation
Kent ME19 4TA
Phone: +44-3000 123 332