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The Philharmonic Society is grateful of those who have remembered us in their estate plans. Their support will ensure the legacy of incomparable music and the continuation of superb music education programs.

Legacy Circle Benefits: • Complimentary attendance for two to the Annual Legacy Circle Lunch with Society President and Artistic Director, John Mangum
• Complimentary attendance for two to a concert and post-concert reception
• Recognition in program book, web page, and annual mailing
• Other special invites throughout the year

Ways to Make a Planned Gift
The Development office can work with you and your advisors to create a gift plan that will best express your desire to benefit the Philharmonic Society and, at the same time, help you fulfill your personal financial goals. A properly designed gift can complement your own goals—provide lifetime income, convert low-yielding assets into a higher income stream, reduce or eliminate taxes on capital gains, generate a federal income tax deduction, eliminate or reduce federal estate taxes—and also help keep great music alive for many generations to come. Donors may designate gifts for a specific purpose (e.g. artistic or education), for general purposes, or for endowment. The Philharmonic Society’s endowment is managed by the separate Philharmonic Foundation.

Making a bequest to the Philharmonic Society is an ideal way to make a significant gift, but retain the use of your assets during your lifetime. Through a will, a family can bequeath a specific dollar amount, a percentage of an estate, or a residual value after other gifts have been satisfied. Bequests can be for a designated purpose.

Beneficiary Designations
Naming the Philharmonic Society as beneficiary of a life insurance policy or annuity is a great way to eliminate substantial estate and income tax on these assets at the time of your death.

Charitable Lead Trusts
Transferring assets to a trust that pays a yearly income to the Philharmonic Society for a specified number of years, then returns the assets to you or your designated beneficiaries. The trust assets will not be included in your estate, providing income, gift and estate tax benefits.

Direct Gifts of Cash
Legacy gifts of cash or publicly traded securities can be given to the endowment fund, providing tax-saving benefits for you and immediate benefits to the Society.

Income Producing Gifts
Charitable Gift Annuities and Charitable Remainder Trusts are planned giving strategies that can provide income for you and/or loved ones. These techniques are also excellent tools for reducing income tax and reducing or eliminating estate tax.

Retirement Funds
Retirement funds may be the most significant asset for many families. Individuals can name the Philharmonic Society as a beneficiary for all or any portion of funds remaining at death.

Get in Touch
There are many ways to become a member of the Legacy Circle. Please contact us for information or an individualized calculation. All inquiries are confidential and there is no obligation.

For more information on planned giving, please contact:

Halim Kim
Senior Director of Development
Philharmonic Society of Orange County
1124 Main Street, Suite B
Irvine, CA 92614
Tel: 949.553.2422, ext. 233
Fax: 949.553.2421

Philharmonic Society of Orange County
Federal Tax ID: 95-1805452