Planned Giving

PLANNED GIVING

Those who are most devoted to classical music and to the Philharmonic Society of Orange County can help guarantee the future of both through bequests, trusts, and other planned gifts.

The extraordinary contributors who do so are enrolled in the Legacy Circle, a membership program designed to recognize and thank them for their generosity and their vision.

Benefits of Legacy Circle Membership
  • Acknowledgement by listing members' names in all concert programs
  • Invitations to Legacy Circle special events and receptions
  • Invitations to prestigious Philharmonic Society events


  • Ways of Making a Planned Gift
    The Development Office can help you create a gift plan that will best express your desire to benefit the Philharmonic Society of Orange County 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 substantial federal income tax deduction, eliminate or reduce federal estate taxes.

    You can make a planned gift to the Philharmonic Society in the following ways:
  • A Bequest
  • Charitable Remainder Trust
  • Revocable Living Trust
  • A gift of life insurance
  • A gift of retirement plan benefits
  • A gift of residence or other real estate


  • Get in Touch
    There are many ways to enroll as a member of the Legacy Circle. Please contact us to request information or an individualized calculation, including an estimate of your potential tax deduction. All inquiries are confidential and there is no obligation.



    For more information on planned giving please contact:

    Halim Kim
    Director of Annual Campaign
    Philharmonic Society of Orange County
    2082 Business Center Drive, Suite 100
    Irvine, CA 92612
    Tel: 949.553.2422 ext. 233
    Fax: 949.553.2421
    Email: Halim@PhilharmonicSociety.org

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