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Questions about Planned Giving
(212) 875-5696
Amy Mugavero
Director of Major and Planned Gifts
New York Philharmonic
Avery Fisher Hall
10 Lincoln Center Plaza
New York, NY 10023
From a Lifetime to a Legacy: An Invitation to Become a Member of the Heritage Society
In 1842, the founders of the New York Philharmonic had a vision for the future that has guided the evolution of our Orchestra through the generations. Today, individuals with the foresight to make planned gifts are welcomed as members of the Heritage Society.
Benefits of Heritage Society Membership include:
- Listing on the roster of Heritage Society Members in Playbill and in our annual report
- Invitation to the annual Heritage Society Day luncheon
- A handsome lapel pin featuring the Heritage Society logo
- Invitations to Philharmonic special events
We invite you to contact our Director of Major and Planned Gifts to discuss in confidence the many options available for making a planned gift.
Through planned giving, you not only guarantee a vibrant future for symphonic music, you can also realize many personal financial goals, some of which are highlighted in the chart below:
Bequests
Make a bequest of cash, securities or other property to add to the Endowment or a special program.
"I can give others the opportunity to experience the exciting musical programs I have been so fortunate to enjoy throughout my life."
- Joan Weltz
Philharmonic Pooled Income Fund
Make an initial gift of $10,000 in cash or appreciated securities, with contributions added at any time.
Charitable Remainder Trust
Make an irrevocable contribution of cash, securities or other property.
"The Philharmonic has given me so much pleasure over the years and I have always wanted to do something to provide support for the Orchestra’s exquisite concerts for the generations to come"
- Caroline Holt
Living Trust
Name the Philharmonic as beneficiary of your assets while retaining control during your lifetime.
"My father's influence guided me to experience the joy of music and now, through this trust, I can extend that influence to others. It's a truly rewarding feeling."
- Jeffrie Silverberg
Life Insurance
Make the Philharmonic owner and beneficiary of your policy and take an income tax deduction.
Retirement Plan Benefits
Fund a charitable gift using an IRA, 401(k), profit-sharing plan or money purchase plan.
"I chose a simple procedure: providing that a portion of my IRA go to the Orchestra. It's my way of saying 'thank you' for all that the Philharmonic concerts have given me."
- Peter Haring Judd
Real Estate
Make an outright gift or gift of partial interest in your real estate to the Philharmonic
