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Gifts of Business Interests

(Gift illustration)

How it works

	You give shares in a closely held corporation or an investment partnership to PENN Medicine.
	PENN Medicine receives income distributions and may sell the shares to a third party.

Benefits

• You receive gift credit and an immediate income tax deduction for the appraised value of the business interests, net of any other liabilities that may pertain to it.
• You may be able to use a business interest to create a life-income arrangement, such as a flip unitrust.
• You have the satisfaction of making a significant gift that benefits both you and PENN Medicine during your lifetime.

For more information

Email us, complete the personal illustration form, or call us at 215-898-9486 so that we can assist you through every step of the process.