Open an account today
If you have a VISION of how you want to make a difference in the world, then we can CREATE it for you. From the straight forward, to the sophisticated, to the complicated – we have all of the angles covered. We strongly believe that money should not be a barrier to giving. If you have the determination, the vision and a network then our solutions will help you do the rest.
Step One: Invest in a SharedImpact Global Membership: £230 or $300 for the year (click here to start your membership)
Step Two: Choose an account that is right for you. With our global membership you receive a free Silver account, and you can then upgrade to Gold or Platinum. |
Silver |
| All SharedImpact accounts
accept donations tax efficiently | Min amount: £10 / $15
Max amount: £100,000 / $150,000
Key purpose:
Funding projects listed in the SharedImpact social enterprise portfolio.
| Free with membership
| Funding into account: 4% |
| |
Gold |
| All SharedImpact accounts
accept donations tax efficiently | Min amount: £10 / $15
Max amount: £100,000 / $150,000
Key purpose:
Also funding up to two causes of your own choice.
| Upgrade from Silver £250 / $375
| Funding into account: 3% |
| |
Platinum |
| All SharedImpact accounts
accept donations tax efficiently | Min amount: £1,000 / $1,500
Max amount: No max
Key purpose:
Also funding unlimited international causes.
| Upgrade from Gold£250 / $375
| Funding into account: 2% |
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Why you should open a SharedImpact account
1. It’s easy. It takes less than 2 minutes to complete the online application. Then you can start deploying your money into social investments or recommend specific grants to charitable organisations.
2. It’s tax efficient. SharedImpact reclaims all UK GiftAid for you, and is both UK and US tax-deductible, depending on your tax jurisdiction. There is no paperwork for you to worry about.
3. It’s convenient. Once your SharedImpact Account is set up, you can monitor all your donations and investments in one convenient, online account - anytime, anywhere.
4. It’s like having your own foundation. A SharedImpact Account gives you all the benefits and power of your own foundation - without the hassle and expense of hiring your own foundation staff.
5. It’s family-friendly. A SharedImpact Account allows you to strategise with spouses, siblings, children, or grandchildren to establish your family legacy.
6. It’s income tax-free. No tax on investment income here - a benefit of SharedImpact’s registered charitable status.
7. It’s capital gains tax-free. No tax on capital gains here - another benefit of SharedImpact’s registered charitable status.
8. It’s stamp duty-free. No tax on the purchase of chargeable securities here - yet another benefit of SharedImpact’s registered charitable status.
9. It’s a first-class service. By becoming a SharedImpact Account-holder, you have access to the expertise of our staff in supporting your philanthropic strategy.
10. It’s peace of mind. Best of all, when you use your SharedImpact Account, you can be assured that all the organisations you support, and the investments that are presented to you, meet our stringent requirements for social impact.
Feature comparison
Silver
- online account management
- chose causes from within the SharedImpact portfolio
- flexibility in funding, including credit cards, bank transfers, Paypal, etc
- quarterly online statements
- full tax benefits as applicable for the Donor
Gold
all of the features of the Silver account, plus
- overseas grant making
- choose any charitable cause that the Donor wishes to support
- additional flexibility in funding including listed shares, payroll giving, proceeds of a property sale and legacies
- dedicated Consultant who can guide you through all of your options
- SharedImpact validates any charitable cause that you choose and completes the due diligence process to make sure that the cause is valid for charitable purpose
- add 3rd party fundraising sites (such as Virgin Money Giving)
- we automatically apply the relevant tax benefits, including relief from income tax, capital gains tax, or inheritance tax, as appropriate
- full access to leading edge social investment options including the SharedImpact Communication Innovation fund
Platinum
all of the features of the Silver and Gold accounts, plus
- allocating your own wealth advisor to manage your Account in conjunction with your other wealth advisory solutions
- full access to advanced grant making support such as identifying and managing grant recipients
- full options on choice of social investment options including bonds, equity, scholarships, bursaries, etc
- option to name your account a Foundation
- option to assign a Secondary Advisor who serves concurrently with Primary Donor and who may recommend grants from the grant
Which accounts is right for me?
We have made finding the right account – Silver, Gold or Platinum – very straightforward:
For most people the right account will be a Platinum Account.
- Is your initial deposit £1,000 / $1,500 or more? If the answer is yes then all roads lead to the Platinum account. No restrictions. You can support any charitable cause, in any country, for any amount, in any currency, at any time. Really, you can’t get any better than that.
- Are you only looking to support a cause within the SharedImpact Social Enterprise portfolio? We currently have around 80 projects in over 100 countries so there is lots to choose from. If your answer is yes then the Silver account is what you are looking for.
- Is your initial deposit less than a £1,000 / $1,500 and you want to support charitable causes that are not part of the SharedImpact Social Enterprise portfolio (ie you have your own in mind or don’t want to be constrained). Then the Gold account is the right solution for you.
Can I change my mind and switch to a different Account type?
Of course you can. At SharedImpact we don’t believe in creating limits. If you start off with a Silver account for example and then discover that you would like to support a charitable cause that is not part of the SharedImpact portfolio, then just send us an email to membership@sharedimpact.org and we will make the change. Transfer fees may apply.