|
||||||
|
Gifts of Partnership Interests
(Gift illustration)
How it works
 |
You convey a partnership interest to the Wharton School. |
 |
Depending on the circumstances, Wharton may choose to continue the partnership interest or to sell it and use the proceeds for its programs. |
Benefits
- You receive gift credit and an immediate income tax deduction for the appraised value of the donated partnership interest, net of any liabilities that might pertain to it.
- Under certain conditions, you may be able to gift a partnership interest to a life-income arrangement, such as a FLIP Unitrust.
- You can 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.