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 Jefferson.
• 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 215-955-8818 so that we can assist you through every step of the process.