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53-0183181

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Gifts of Partnership Interests
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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 1-800-915-6789 so that we can assist you through every step of the process.






The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.