Donations to medical research

In France, If you make a donation to, say for instance, medical research it is possible to have a percentage of that donation refunded through your tax up to 66%
But only if you pay tax in France. If you are on a modest income then any donation you make is the amount you pay.

I have not seen anything explaining this on any donation web sites.
Any person making a donation is doing it from the heart, to help others, but I feel this rule is penalising people
with limited funds. To summerise, a person with a good income gets tax relief, a person with limited funds does not.

Thanks for reading.

I thought this was going to be about donating yourself to medical research when the time comes…

1 Like

Ha ha, no, they wouldn’t want me. !

I made a donation to stroke research .

2 Likes

I don’t understand why you would want, much less expect, to receive money when you make a charitable donation, especially if

1 Like

Hello Porridge, When I made the donation, following the death of my wife , I did not know it could be possible to claim back as a tax credit.

It was on the website site . No mention of income.

Because of a fairly low income and not paying tax here in France it was unavailable to me. The donation wasn’t made with the tax credit in mind.

Your comment wasn’t appreciated.

1 Like

@renard don’t hesitate to add information to your earlier comments, to help me understand. But likewise, don’t expect everyone to agree with you when you post a topic on a discussion website!

@Porridge can you please take a big drink from the « niceness » bottle please ? Thank you.

@renard - are you quite sure ? I’ve previously claimed donations back on my tax return and no, I don’t have a large income !

I can’t see how @renard was expecting everyone to agree with him.

But I can see how his conclusion about tax refunds could have been reached.

If the situation is the same as in the UK charitable donations are tax exempt. So if a tax payer makes a donation then the tax paid on that income is due back to the donor (or - in the UK - there’s a thing called “Gift Aid” whereby it is added to the donation).

If someone who’s income is low enough makes a donation no tax was ever paid so no refund is due.

It is not that “a person with a good income gets tax relief, a person with limited funds does not”, even if it feels that way.

You have to pay tax to get a tax refund.

That’s what I said, but in more detail!

1 Like

But presumably you have managed to pay some tax - I think that’s the difference, @renard implied his income was low enough that he does not pay tax.

I don’t. I posted so people were made aware . Years ago I bought a central heating boiler and received some money back from the tax authorities. By cheque.

I was not paying tax then either. As the web site did not specify that only those paying tax would receive a percentage back from their donation it would be fair to think that would include me.

Yes and no!
I pay ´tax’ in the form of social charges on earned income but there have been several years (especially when the children were still attached to our household for tax purposes) that we didn’t pay any income tax.
And that was when I made and deducted charitable donations.
It was the same when certain home improvements attracted a tax credit, In my case I bought a wood burner and despite not paying tax, I received a credit.
Things may have changed re donations but worth investigating ?

Yes, I looked on my annual tax return summary. Thanks for your kind reply.

I have just looked at the gouv.fr site and if you are making a French tax return you should include your donation and it will be deducted / credited depending on personal circumstances.

Hello Cat, that was what happened with me, bought a central heating boiler and received a cheque from impots. As someone else responded I didn’t make a donation to get money back. That isn’t the point. Its a kind of discrimination. Low income , bigger outlay compared to a person paying tax. That’s how I feel about it, right or wrong.

Yes, I made the declaration, and checked with impots why I didn’t get the percentage. Answer, you don’t pay tax. Ugh.

Well the high v low income element does not apply in France . You don’t need to be an income tax payer to receive a tax credit.

That doesn’t answer the payment for the central heating boiler. Maybe a different initiative.

I have made another donation to the research charity so it didn’t prevent me from donating. Stroke research , as my wife suffered a catastrophic stroke.

The French system - you can count charitable donations against your tax paid, and get a reduction - is certainly far inferior to the UK GiftAid scheme, where the organisation itself gets the tax benefit itself, rather than the benefit accruing to the donor.

The more I think about it, the weirder the French system seems. It makes the giving of a gift transactional.

It’s a wider philosophical point, but does it echo the old RC church idea of indulgences?