Secure the Future
You believe in the power of music to enrich and transform lives. So do we! For over 70 years, the Philharmonic Society has inspired a lifetime of engagement with great music—whether it’s bringing the world’s finest musicians to Orange County or introducing generations of school children to music. Leave a gift that will inspire generations to come and ensure a legacy of great music lives on!
The Legacy Circle recognizes and honors the visionary individuals, couples and families who have included the Philharmonic Society in their estate plans with a future gift. In recognition of their support, Legacy Circle members are listed in all concert Program Books and are invited to a special social event each year.
Our Development team would love to 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—while helping to keep great music alive for generations to come. Donors may designate gifts for a specific purpose (e.g. artistic or education) or for general purposes.
Legacy Circle Letter of IntentDownload
The Endowment Fund is comprised of individual and foundation gifts that provide a permanent base of support for the Philharmonic Society’s aspirational mission and goals. A strong endowment guarantees our ability to present Orange County audiences with the world’s most acclaimed symphony orchestras, chamber ensembles and soloists, and to provide an extensive array of music education programming for people of all ages.
The Endowment Fund is invested, with the principal of each gift kept intact. Income from the investment is used in two ways: First, it provides financial security that enables the Philharmonic Society to maintain its position as a leader in the presentation of classical music, and to securely plan for future growth. Second, it acts as a safety net, providing a predictable stream of income that helps to buffer unforeseen fiscal challenges. Over the course of the COVID-19 pandemic, endowment funds proved crucial until artists could return to the stage.
Senior Director of Development
Tel: 949.553.2422, ext. 233