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