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Secure the Future

You believe in the power of music to enrich and transform lives. So do we! For over sixty years, the Philharmonic Society has been inspiring 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. What a gift to the next generation to pass along your love of music and ensure that the 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.

Corporate Matching Opportunities

You may be able to double your gift through your employer’s matching gift program. Many companies match their employees’ and retirees’ donations to nonprofit organizations. Matching dollars come from the companies’ funds, at no cost to you. Contact your human resources department to find out whether they have a matching gift program. In most cases, all you need to do is complete a simple form.

Legacy

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) or for general purposes.

Downloadable Form

Legacy Circle Letter of Intent

Download

Endowment

The Endowment Fund is comprised of individual and foundation gifts that are dedicated to providing a permanent base of support for the Philharmonic Society’s mission and aspirations. The Endowment provides a continuous stream of funding to support the Society’s current activities and fuel future growth. 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 program for youth and adults.

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 world leader in the presentation and education of classical music, and to plan for growth from a position of strength. Second, it acts as a safety net, providing a stream of steady predictable income that helps buffer annual budget challenges, should ticket or contributed income revenues fall short of operating expenses in any given year.

Contact

Halim Kim
Senior Director of Development
Tel: 949.553.2422, ext. 233
Email: halim@philharmonicsociety.org