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Gifts of Business Interests
(Gift illustration)
How it works
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You give shares in a closely held corporation or an investment partnership to the Wharton School. |
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Wharton receives income distributions, and may sell the shares to a third party. |
Benefits
- You receive gift credit and an immediate income tax deduction for the appraised value of the business interests, net of any other liabilities that may pertain to it.
- You may be able to use a business interest to create a life-income arrangement, such as a flip unitrust.
- You have the satisfaction of making a significant gift that benefits both you and Wharton during your lifetime.
For more information
Email us, complete the personal illustration form, or call us at 215.898.1638 so that we can assist you through every step of the process.