Gift Plans Appreciated Securities BequestBusiness InterestsCash Charitable Bargain Sales Charitable Gift Annuity Charitable Lead Trust Deferred Gift AnnuityLife Insurance »
Life Insurance Lifetime Gifts of Insurance Gift-Replacement Life Insurance
Partnership InterestsPersonal PropertyReal Estate Remainder Annuity Trust Remainder Unitrust Retained Life Estate Retirement PlansTestamentary Life-Income
Resources Frequent Questions Glossary

Jump to Content

Related Links
 · 

Gift illustration
 · 

Complete gift description
 · 

Is this gift for you?
 «

Back

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

A gift of partnership interest is for you if ...

  • You hold an interest in a real estate, oil and gas, or other investment partnership.
  • You invested to share in the partnership's initial tax losses, which have now ended.
  • The partnership no longer fits your investment strategy, or you do not want to receive taxable income from it.
  • The partnership agreement permits you to transfer your interest to third parties like us.
  • Your partnership interest is not encumbered by debt, and we will not be called on to make any future contributions to or for the partnership.

For more information

Email us, complete the personal illustration form, or call us at (205) 726-2807 so that we can assist you through every step of the process.