Gifts of Partnership Interests

Gift of Partnership  Interests Diagram

How It Works

  • You convey a partnership interest to Exeter.
  • Depending on the circumstances, Exeter may choose to hold the partnership interest or to sell it quickly. Any partnership distributions or sales proceeds will be applied to the purposes you designate.

Benefits

  • You receive gift credit and an immediate income tax deduction for the appraised value of the donated partnership interest, net of any liabilities.
  • Under certain conditions, you may be able to use a partnership interest to fund a life-income arrangement, such as a Unitrust.
  • You can have the satisfaction of making a significant gift that benefits both you and Exeter during your lifetime.

Next: Tell me more...

Please contact us so that we can assist you through every step of the process.

Questions and Answers

How do I arrange for a gift of my stock?

What are the tax advantages of a gift of stock?

Will you sell the shares I give you?

Can I give closely held stock that I own?