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 405-721-4115 so that we can assist you through every step of the process.

The Catholic Foundation
7501 N.W. Expressway
Oklahoma City, OK 73123
405-721-4115 | Fax: 405-721-4114
E-mail: tcasso@catharchdioceseokc.org

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