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| Alan Stevenson Family Fund |
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Sharing good fortune with others – a gift of shares
Alan Stevenson and his wife Vanessa decided to donate some shares to the Community Foundation that he originally received as an inheritance from his mother. The decision to give away the shares brought attractive tax benefits for Alan and was greatly appreciated by us.
The proceeds were used to set up a charitable fund named after the Stevenson family. As a long-standing Bristol family, the Stevensons wanted their fund to benefit local good causes both now and in the years to come.
As Alan said at the time: "This way I can dispose of the shares without paying capital gains tax, and I can offset it against taxed income. It's win, win really. It gives more money to me and to charity."
Grants are made each year from the Alan Stevenson Family Fund to the family’s favourite causes.