Tax-efficient giving

Balliol College warmly welcomes all donations and there are several ways of giving tax-efficiently.

UK

If you are a UK taxpayer, you can ensure that Balliol receives the maximum amount of money at the minimum personal cost to yourself. The links below explain how both you and Balliol can benefit.

• The Gift Aid scheme
• A gift of shares
• Give as You Earn (GAYE)
• Giving via your Self-Assessment Return
• Corporate matching gifts

USA

All gifts to Balliol made by USA taxpayers are fully tax-deductible. In order to qualify, contributions must be made to Americans for Oxford, Inc. (AFO), in the USA. AFO has been determined by the US Internal Revenue Service to qualify under Sections 501(c)(3) and 509(a) of the Internal Revenue Code as tax-exempt public charities.

Americans for Oxford, Inc. can accept all tax-deductible contributions from corporate matching gift programs. When making their personal donations to AFO, donors simply also enclose a corporate matching gift form which is provided by their employer.

Americans for Oxford, Inc. Telephone: (212) 377 4900

• Corporate matching gifts
• Oxford Planned Giving

Canada

All gifts to Balliol made by Canadian taxpayers are fully tax-deductible. The University of Oxford represents an educational institution specifically designated for charitable status. If you wish to make a donation, please send your gift directly to the College in order to qualify for the tax benefit. Balliol will then arrange for you to be sent a receipt for income tax purposes issued by the University of Oxford.

• Corporate matching gifts

Germany

German Friends of Oxford University e.V. was created to support the University of Oxford and its colleges, and has been afforded charity status in Germany. Gifts to Balliol made through German Friends of Oxford are tax deductible, and can be made by cheque or bank transfer - see details here.

Hong Kong

Donors from Hong Kong can make tax-efficient gifts to Balliol through the University of Oxford China Office Limited, a registered charity under Section 88 of the Inland Revenue Ordinance. Gifts of more than HK$100 may be claimed for tax-deduction purposes.