Tax Efficient Giving is the term for when you make a donation to a registered charity like St. Joseph’s Foundation and that charity is able to claim back the tax that you have paid on your donation.
When you donate to St. Joseph’s Foundation the organisation could receive more value than the original donated amount when you fill out a simple form called a CHY3 Cert or a CHY4 Cert. These forms can be downloaded below.
How does Tax Efficient Giving Work?
If you are a tax payer and you donate more than €250 in a calendar year to St. Joseph’s Foundation, we can claim tax back on your donation.
Your donation can be in the form of one single gift or it can be an accumulation of donations throughout the year, for example a Standing Order.
This tax back scheme only applies to personal gifts and donations and does not apply to funds raised through sponsorship.Tax Rebates are calculated at a special ‘blended rate’ of 31% which means if you donate €250 to St. Joseph’s Foundation that will get us an extra €112 as a Tax Rebate. This would mean a total of €362 to help fund our services and supports.
Which form should I complete?
CHY3 Form
You should complete an Enduring Certificate if you wish to allow St. Joseph's Foundation to claim tax relief in respect of donations you make to St. Joseph's Foundation during the lifetime of the certificate.
An Enduring Certificate is valid for a period of 5 years, unless you cancel it before the end of that period. You should complete this form only in respect of donations for 2013 and subsequent years.
CHY4 Form
You should complete an Annual Certificate if you wish to provide St. Joseph's Foundation with the necessary information on an annual basis to support a claim for tax relief in respect of your donations to St. Joseph's Foundation. You should complete this form only in respect of donations for the tax year 2013 and subsequent years.
There are three easy steps to Tax Efficient Giving:
1. Download the CHY3 or the CHY4 form below.
2. Fill out and sign the CHY3 or the CHY4 form.
3. Post to:
Fundraising Administrator
St. Joseph’s Foundation
Bakers Road
Charleville
Co. Cork P56 KD26.