UK-BASED ALUMNI – HOW TO MAKE A GIFT NOW?

UK-BASED ALUMNI – HOW TO MAKE A GIFT NOW?
How to make your donation?
Tax benefits
To give tax-effectively as a UK-tax resident, you have
to give through the Charities Aid Foundation (CAF)
with which Fondation HEC has a partnership. Please
fill in the Gift Aid Declaration form as well as the
Donation form and return them directly to CAF.
A donation is tax-deductible in the UK through
CAF and in France for ISF tax-payers. Please
check with your tax advisor how to best optimize
your gift according to your own tax situation.
UK - Gift Aid Scheme:
Contact CAF (UK):
Lynne HENDLEY, Administrator
Charities Aid Foundation (CAF)
Transnational Giving Europe
25, Kings Hill Avenue - West Malling
KENT ME 19 4TA - United Kingdom
Email : [email protected] - Tel : +44(0)1732 520 332
Registered UK Charity n° 268369
You can also give directly to Fondation HEC in France
(to benefit from tax deductions applicable in France)
Contact FONDATION HEC (France):
1 av de la Libération – 78351 Jouy en Josas Cedex
Tel : +33 1 39 67 74 14 – [email protected]
BNP Paribas Centre d'Affaires IDF Ouest Entreprises
IBAN : FR76 3000 4014 1200 0212 9023 047
SWIFT ou BIC : BNPAFRPPIFO
If you are a UK tax payer, your gift is eligible to the
Gift Aid scheme and is worth 25% more to HEC, at
no cost to you and credited to your HEC giving
record.
If you are a higher rate tax payer, you can claim
back the difference between the basic and higher
rate of income tax (currently 20%).
FRANCE - ISF deduction:
For French citizens living abroad and paying ISF in France,
75% of your gift is deductible from the ISF amount to be
paid, up to 50.000€ per year (Art 885-0 V bis A of the
French Tax Code).
Example:
. A €10,000 gift (before 15/07/08) enables an ISF
deduction of €7,500.
Examples of Gift Aid donations for PAYE higher rate tax payers (€1 = £0.8)
Your gift equals to
It costs, after higher rate
tax deduction (-25% on
paid donation)
It is worth to the
Fondation HEC (+25%)
You become a member
of our Donors’ Circles
£ 1,000
£ 750
£ 1,250
NA
£ 3,200
£ 2,400
£ 4,000
Bronze
£ 16,000
£ 12,000
£ 20,000
Gold
£ 100,000
£ 75,000
£ 125,000
Member - Major Donor
Our Donors’ Circles
Our generous donors’ support is recognized within the giving circles below and listed in our donors’ reports and
institutional documents. If you wish your gift to remain anonymous, please tick here …
(€1 = £0.8)
Major Donors
Grand HEC
Grand Bienfaiteur
Bienfaiteur
Membre d’Honneur
Membre
Accumulated gifts
(pledges over 5 years max)
€ 5 millions (£3,95 millions)
€ 2 millions (£1.6 millions)
€ 1 million (£800,000)
€ 500 000 (£395,000)
€ 150 000 (£120,000)
Donors
Diamond
Platinum
Gold
Silver
Bronze
Accumulated gifts
(pledges over 5 years max)
€ 100 000 (£80,000)
€ 50 000 (£39,500)
€ 25 000 (£20,000)
€ 10 000 (£8,000)
€ 5 000 (£3,950)
To join our Major Donors’ Circle, you can pledge £100,000 over 5 years, i.e. an annual payment of £20,000 which will
cost you £16,000 per year after tax deductionand will be credited £25,000 annually to the Fondation HEC (25% gift aid
bonus).
Contact us
FONDATION HEC
Barbara de Colombe
Director of Development, Major Donors
Tel : +33 1 39 67 97 07 – [email protected]
FONDATION HEC
Sandra Morand
Director of Development, Annual Fund
Tel : +33 1 39 67 97 02 – [email protected]