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Planned and Deferred Gifts

 

Gifts of Partnership Interests

Click Here for Detailed Explanation



How It Works

You convey a partnership interest to the Delco Memorial Foundation.

Depending on the circumstances, the Foundation may choose to continue the partnership interest or to sell it and use the proceeds for its programs.

Benefits

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

More


For more information

If you are considering a gift of partnership interest, email us, complete the personal illustration form, or call us at (610) 284-8532 so that we can assist you through every step of the process.


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Delco Memorial Foundation Planned Giving
 

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