Dual Taxpayers

International Giving Solutions

Dual Taxpayers

While donating to charity is an act of generosity, we fully understand that for some donors, there are tax implications and complications.  This is particularly true for donors who are required to pay taxes in both the United States and in the United Kingdom or in Switzerland.  This is why TrustBridge Global Foundation offers a Giving Solution for Dual Taxpayers in the US and UK or Switzerland. Through our partners at International Generosity Foundation TransAtlantic and Swiss American Giving, we offer dual taxpayers in the U.S. and the U.K. as well as the U.S. and Switzerland, to get tax benefits in dual countries through charitable giving. 

How does it work?

For U.S. and U.K. Dual Taxpayers 

Instead of giving directly to a cause or charitable institution, International Generosity Foundation TransAtlantic accepts the charitable donation first and files for Gift Aid in the U.K., and at the same time issues a contribution receipt for the U.S., which will allow donors to claim tax benefits in both countries.  Once the contribution is received, donors can then recommend which donor-advised fund or charity will ultimately receive the donated funds.  This includes donor-advised funds or charitable organizations in almost any part of the world. 

International Generosity Foundation TransAtlantic (IGFTA) receives contribution from donor earning revenue in the U.S. and U.K.

IGFTA files for Gift Aid in the U.K. and issues a contribution receipt for the U.S., allowing the donor to claim tax benefits in both countries

Donor recommends ultimate recipient of donated funds:
Donor-Advised Funds or a Charity in almost any part of the world

For U.S. and Swiss Dual Taxpayers

Instead of giving directly to a cause or charitable institution, Swiss American Giving GmbH accepts the charitable donation first and issues a contribution receipt for the U.S. and a separate contribution receipt for Switzerland, which will allow donors to claim tax benefits in both countries.  Once the contribution is received, donors can then recommend which donor-advised fund or charity will ultimately receive the donated funds.  This includes donor-advised funds or charitable organizations in almost any part of the world. 

Swiss American Giving GmbH (SAGG) receives contribution from donor earning revenue in the U.S. and Switzerland

SAGG issues separate contribution receipts for the U.S. and Switzerland, allowing donor to claim tax benefits in both countries

Donor recommends ultimate recipient of donated funds:
Donor-Advised Funds or a Charity in almost any part of the world

What are the advantages of our Dual Tax Payers giving solution?

On top of being able to claim tax benefits in both countries, the following are key additional advantages:  

Fund a Donor-Advised Fund: the donor’s contribution can also be sent to a donor-advised fund or DAF. It can be a Foundation Fund in Switzerland with TrustBridge, or in any of the DAFs of the members of the TrustBridge Global Network. 

Flexibility in giving to US, UK, Switzerland or International Charities: After a donation is processed, the donor can easily recommend a grant to be made directly to a charity with headquarters in the United Kingdom, Switzerland or United States. And through the TrustBridge Global Network, grants can even be sent to most charities around the world. To date, TrustBridge has granted to charities in over 100 countries. 

Who is it for?

U.S Citizens

who are earning in the U.K or Switzerland

Wealth Advisors

  • A dual-qualified charity is a charitable organization registered as a charity in more than one country. This provides a unique ability of offering tax benefits in the multiple countries for donations it receives. 

  • While there are many noteworthy charities in the U.K. and Switzerland, only dual-qualified charities can extend tax benefited receipts for charitable donations made by U.S. citizens earning in the U.K. or Switzerland.  TrustBridge Global’s partners, IG F TransAtlantic, and Swiss American Giving, are dual-qualified charities in the U.K. and Switzerland respectively.  

  • Gift Aid is a U.K. government scheme that allows charities to claim an extra 25p for every £1 received in donations. This provides an incentive for donors as their charitable giving and impact are amplified.  For more information, visit the official Gift Aid page. 

  • Donations through IGFTransAtlantic and Swiss American Giving should be CHF 5,000 or greater and bear a 3% administrative cost assessment. 

Frequently Asked Questions

Allow us to make your global giving easy. 

Learn more about this giving solution.