Tip of the Day

Have the tax benefits from your limited-partnership shares run out?

Investors who acquire limited-partnership shares to participate in initial tax losses can donate the shares to us when the partnership begins distributing income. The gift will provide a charitable deduction, remove partnership distributions from your taxable income, and direct a stream of income to us.

We'll be happy to work with you on the details. (For the gift to work, the partnership has to approve transfers, and we have to review the transaction.)

It's the creative gift for creative investors.

Read more... , email us, or contact us at (415) 565-3206.




Legacy Giving


Contact
Mark S. Jones
Director of Endowment and Legacy Giving
Phone: (415) 565-3206
mjones@sfopera.com

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