Related Links

·  Gift illustration
·  Complete gift description
· 

Is this gift for you?

« Back

Gifts of Business Interests
(Is this gift for you?)

A gift of a business interest is for you if ...

  • You are an entrepreneur, member of a family business, or an investor.
  • You are able to transfer your interest to third parties like Wharton.
  • Your interest will continue to generate revenues that can flow to us, or it is likely be redeemed or purchased in the near future.
  • Your interest is not encumbered by debt, and we will not be called on to make future contributions to or for the enterprise.

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.

Disclaimer and Privacy Notice

Gift Plans Bequest Charitable Bargain Sale Charitable Gift Annuity Charitable Lead Trust Deferred Gift Annuity Remainder Annuity Trust Remainder Unitrust Retained Life Estate
Assets You Can Give Appreciated Securities Business Interests Cash Life Insurance Lifetime Gifts of Insurance Gift-Replacement Life Insurance Partnership Interests Personal Property Real Estate Retirement Plans
Resources Frequent Questions Glossary